|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$7.98M
|
+$274K
|
+6,836
|
+4%
|
|
|
27
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.9M
|
-$441K
|
-10,993
|
-5%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$7.18M
|
+$9.7K
|
+242
|
+0.1%
|
|
|
29
|
Arlington Financial Advisors
Santa Barbara,
California
|
$7.11M
|
-$187K
|
-4,652
|
-3%
|
|
|
30
|
Equitable Holdings
New York
|
$6.94M
|
+$2.06M
|
+51,313
|
+44%
|
|
|
31
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.84M
|
+$380K
|
+9,471
|
+7%
|
|
|
32
|
|
$5.61M
|
+$566K
|
+14,123
|
+12%
|
|
|
33
|
Perigon Wealth Management
San Francisco,
California
|
$5.47M
|
+$121K
|
+3,005
|
+2%
|
|
|
34
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.37M
|
+$109K
|
+2,711
|
+2%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$4.75M
|
+$712K
|
+17,756
|
+18%
|
|
|
36
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.66M
|
–
|
–
|
–
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$4.64M
|
+$138K
|
+3,434
|
+3%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$4.52M
|
-$6.78K
|
-169
|
-0.2%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.4M
|
-$198K
|
-4,950
|
-4%
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$4.29M
|
+$440K
|
+10,984
|
+12%
|
|
|
41
|
Legacy Private Trust
Neenah,
Wisconsin
|
$4.16M
|
+$2.49K
|
+62
|
+0.1%
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.99M
|
-$274K
|
-6,839
|
-7%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$3.87M
|
+$3.35M
|
+83,652
|
+883%
|
|
|
44
|
Sound Stewardship
Overland Park,
Kansas
|
$3.2M
|
-$31.1K
|
-776
|
-1%
|
|
|
45
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.12M
|
+$262K
|
+6,528
|
+10%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.99M
|
-$283K
|
-7,052
|
-9%
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.81M
|
-$2K
|
-50
|
-0.1%
|
|
|
48
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.64M
|
-$5.61K
|
-140
|
-0.2%
|
|
|
49
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.36M
|
+$30.4K
|
+757
|
+1%
|
|
|
50
|
Clarius Group LLC
Seattle,
Washington
|
$2.28M
|
–
|
–
|
–
|
|
