|
26
|
Prospera Financial Services
Dallas,
Texas
|
$1.66M
|
+$58.4K
|
+2,404
|
+4%
|
|
|
27
|
SimpliFi Inc
San Diego,
California
|
$1.53M
|
+$11.6K
|
+477
|
+0.7%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$1.48M
|
-$259K
|
-10,650
|
-14%
|
|
|
29
|
Bank of New York Mellon
New York
|
$1.38M
|
+$1.43M
|
+58,744
|
New
|
|
|
30
|
McNaughton Wealth Management
San Diego,
California
|
$1.36M
|
-$37.7K
|
-1,550
|
-3%
|
|
|
31
|
Lodestar Private Asset Management
Alamo,
California
|
$1.12M
|
+$75.7K
|
+3,115
|
+7%
|
|
|
32
|
Omega Financial Group
Santa Barbara,
California
|
$919K
|
+$6.98K
|
+287
|
+0.7%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$803K
|
+$576K
|
+23,716
|
+226%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$703K
|
+$731K
|
+30,085
|
New
|
|
|
35
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$676K
|
+$700K
|
+28,785
|
New
|
|
|
36
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$621K
|
+$643K
|
+26,449
|
New
|
|
|
37
|
Dimension Capital Management
Coral Gables,
Florida
|
$616K
|
+$638K
|
+26,232
|
New
|
|
|
38
|
Fisher Asset Management
Camas,
Washington
|
$610K
|
-$9.5K
|
-391
|
-1%
|
|
|
39
|
Mattern Capital Management
Lakewood,
Colorado
|
$564K
|
+$96K
|
+3,951
|
+20%
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$557K
|
+$577K
|
+23,747
|
New
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$523K
|
+$46.9K
|
+1,928
|
+9%
|
|
|
42
|
FOCUS Wealth Advisors
Houston,
Texas
|
$498K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$486K
|
+$52.6K
|
+2,164
|
+11%
|
|
|
44
|
Alpha Cubed Investments
Irvine,
California
|
$418K
|
–
|
–
|
–
|
|
|
45
|
Mission Wealth Management
Santa Barbara,
California
|
$407K
|
+$3.06K
|
+126
|
+0.7%
|
|
|
46
|
Sweeney & Michel
Chico,
California
|
$400K
|
+$24.3K
|
+1,000
|
+6%
|
|
|
47
|
Avantax Advisory Services
Dallas,
Texas
|
$387K
|
-$202K
|
-8,325
|
-34%
|
|
|
48
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$351K
|
-$2.53K
|
-104
|
-0.7%
|
|
|
49
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$339K
|
+$135K
|
+5,553
|
+63%
|
|
|
50
|
Waddell & Associates
Memphis,
Tennessee
|
$332K
|
–
|
–
|
–
|
|
