|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$5.78M
|
-$453K
|
-13,274
|
-7%
|
|
|
27
|
Regatta Capital Group
El Segundo,
California
|
$5.49M
|
+$3.71M
|
+108,623
|
+210%
|
|
|
28
|
DeDora Capital
Napa,
California
|
$5.41M
|
+$60.5K
|
+1,771
|
+1%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.36M
|
-$314K
|
-9,211
|
-6%
|
|
|
30
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.34M
|
+$4.29M
|
+125,626
|
+324%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$5.34M
|
+$5.32M
|
+155,852
|
New
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$5.28M
|
+$2.4M
|
+70,296
|
+62%
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$5.07M
|
+$970K
|
+28,422
|
+24%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.04M
|
-$143K
|
-4,198
|
-3%
|
|
|
35
|
HSBC Holdings
London,
United Kingdom
|
$4.57M
|
+$2.22M
|
+64,919
|
+95%
|
|
|
36
|
Concord Wealth Partners
Abingdon,
Virginia
|
$4.53M
|
+$156K
|
+4,583
|
+4%
|
|
|
37
|
Mission Wealth Management
Santa Barbara,
California
|
$4.47M
|
+$684K
|
+20,033
|
+18%
|
|
|
38
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.09M
|
+$377K
|
+11,040
|
+10%
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.93M
|
+$283K
|
+8,294
|
+8%
|
|
|
40
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.49M
|
-$1.09K
|
-32
|
-0%
|
|
|
41
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$3.46M
|
+$105K
|
+3,070
|
+3%
|
|
|
42
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$3.42M
|
–
|
–
|
–
|
|
|
43
|
One Capital Management
Westlake Village,
California
|
$3.4M
|
+$1.85M
|
+54,232
|
+121%
|
|
|
44
|
Vicus Capital
State College,
Pennsylvania
|
$3.11M
|
+$667K
|
+19,541
|
+27%
|
|
|
45
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.08M
|
-$85.4K
|
-2,502
|
-3%
|
|
|
46
|
Baystate Wealth Management
Boston,
Massachusetts
|
$3.01M
|
+$293K
|
+8,572
|
+11%
|
|
|
47
|
Park Avenue Securities
New York
|
$2.99M
|
-$23.3K
|
-681
|
-0.8%
|
|
|
48
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$2.68M
|
+$93.9K
|
+2,751
|
+4%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$2.67M
|
-$37.4K
|
-1,094
|
-1%
|
|
|
50
|
Per Stirling Capital Management
Austin,
Texas
|
$2.61M
|
+$2.6M
|
+76,112
|
New
|
|
