|
26
|
UBS Group
Zurich,
Switzerland
|
$2.05M
|
+$95.8K
|
+4,024
|
+5%
|
|
|
27
|
Pure Financial Advisors
San Diego,
California
|
$1.93M
|
-$1.39M
|
-58,245
|
-43%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.79M
|
-$961K
|
-40,333
|
-36%
|
|
|
29
|
McNaughton Wealth Management
San Diego,
California
|
$1.72M
|
+$257K
|
+10,774
|
+19%
|
|
|
30
|
Prospera Financial Services
Dallas,
Texas
|
$1.7M
|
-$59.3K
|
-2,489
|
-4%
|
|
|
31
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.68M
|
+$1.6M
|
+67,296
|
New
|
|
|
32
|
KeyBank National Association
Cleveland,
Ohio
|
$1.58M
|
+$4.95K
|
+208
|
+0.3%
|
|
|
33
|
SimpliFi Inc
San Diego,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
34
|
Lodestar Private Asset Management
Alamo,
California
|
$1.52M
|
+$309K
|
+12,993
|
+27%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.5M
|
+$1.43M
|
+60,161
|
New
|
|
|
36
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.5M
|
+$1.18M
|
+49,703
|
+483%
|
|
|
37
|
DFPG Investments
Sandy,
Utah
|
$1.46M
|
+$1.39M
|
+58,520
|
New
|
|
|
38
|
Williams & Novak
Westlake Village,
California
|
$1.19M
|
+$1.14M
|
+47,800
|
New
|
|
|
39
|
Bank of New York Mellon
New York
|
$1.03M
|
-$418K
|
-17,535
|
-30%
|
|
|
40
|
Wealthfront Advisers
Palo Alto,
California
|
$874K
|
+$834K
|
+34,999
|
New
|
|
|
41
|
Omega Financial Group
Santa Barbara,
California
|
$860K
|
-$113K
|
-4,750
|
-12%
|
|
|
42
|
|
$752K
|
+$717K
|
+30,112
|
New
|
|
|
43
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$719K
|
–
|
–
|
–
|
|
|
44
|
Avantax Planning Partners
Dubuque,
Iowa
|
$668K
|
+$344K
|
+14,456
|
+118%
|
|
|
45
|
Dimension Capital Management
Coral Gables,
Florida
|
$655K
|
–
|
–
|
–
|
|
|
46
|
Fisher Asset Management
Camas,
Washington
|
$649K
|
–
|
–
|
–
|
|
|
47
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$596K
|
-$61.4K
|
-2,578
|
-10%
|
|
|
48
|
Mattern Capital Management
Lakewood,
Colorado
|
$568K
|
-$30.6K
|
-1,286
|
-5%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$558K
|
-$183K
|
-7,675
|
-26%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$523K
|
-$32.7K
|
-1,372
|
-6%
|
|
