|
26
|
Retirement Capital Strategies
San Jose,
California
|
$2.42M
|
+$2.38M
|
+106,388
|
New
|
|
|
27
|
Mayport LLC
Newton,
Massachusetts
|
$2.14M
|
–
|
–
|
–
|
|
|
28
|
UMB Bank
Kansas City,
Missouri
|
$2.13M
|
+$493K
|
+22,014
|
+31%
|
|
|
29
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$2.06M
|
+$59.3K
|
+2,649
|
+3%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$1.93M
|
+$124K
|
+5,537
|
+7%
|
|
|
31
|
Mariner
Overland Park,
Kansas
|
$1.89M
|
+$7.96K
|
+356
|
+0.4%
|
|
|
32
|
HighTower Advisors
Chicago,
Illinois
|
$1.81M
|
-$125K
|
-5,586
|
-7%
|
|
|
33
|
Perigon Wealth Management
San Francisco,
California
|
$1.47M
|
+$1.45M
|
+64,958
|
New
|
|
|
34
|
Evolution Advisers
Richmond,
Virginia
|
$1.41M
|
+$96.9K
|
+4,329
|
+8%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$1.4M
|
+$1.38M
|
+61,697
|
New
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$1.33M
|
+$1.31M
|
+58,371
|
New
|
|
|
37
|
Flow Traders U.S.
New York
|
$1.32M
|
+$1.3M
|
+58,180
|
New
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.19M
|
–
|
–
|
–
|
|
|
39
|
Axxcess Wealth Management
Carlsbad,
California
|
$1.17M
|
-$7.72K
|
-345
|
-0.7%
|
|
|
40
|
Lockerman Financial Group
Newport Beach,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$1.01M
|
–
|
–
|
–
|
|
|
42
|
Cable Hill Partners
Portland,
Oregon
|
$969K
|
-$23.2K
|
-1,038
|
-2%
|
|
|
43
|
Mission Wealth Management
Santa Barbara,
California
|
$962K
|
-$54.5K
|
-2,434
|
-5%
|
|
|
44
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$935K
|
-$33.1K
|
-1,478
|
-3%
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$921K
|
+$6.04K
|
+270
|
+0.7%
|
|
|
46
|
Cantor Fitzgerald Investment Advisors
New York
|
$919K
|
-$54.1K
|
-2,418
|
-6%
|
|
|
47
|
|
$867K
|
+$127K
|
+5,659
|
+17%
|
|
|
48
|
Wealthfront Advisers
Palo Alto,
California
|
$867K
|
-$17.6K
|
-787
|
-2%
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$864K
|
+$134
|
+6
|
+0%
|
|
|
50
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$854K
|
+$12K
|
+538
|
+1%
|
|
