|
26
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.67M
|
+$725
|
+29
|
+0%
|
|
|
27
|
KeyBank National Association
Cleveland,
Ohio
|
$1.66M
|
+$95.2K
|
+3,809
|
+6%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.64M
|
-$142K
|
-5,699
|
-8%
|
|
|
29
|
Lodestar Private Asset Management
Alamo,
California
|
$1.54M
|
+$30.7K
|
+1,228
|
+2%
|
|
|
30
|
SimpliFi Inc
San Diego,
California
|
$1.47M
|
-$151K
|
-6,045
|
-9%
|
|
|
31
|
Williams & Novak
Westlake Village,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
32
|
Bank of New York Mellon
New York
|
$1.12M
|
+$97.1K
|
+3,884
|
+9%
|
|
|
33
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$954K
|
+$842K
|
+33,657
|
+718%
|
|
|
34
|
FOCUS Wealth Advisors
Houston,
Texas
|
$871K
|
+$383K
|
+15,335
|
+78%
|
|
|
35
|
Wealthfront Advisers
Palo Alto,
California
|
$861K
|
-$9.2K
|
-368
|
-1%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$742K
|
+$745K
|
+29,815
|
New
|
|
|
37
|
Dimension Capital Management
Coral Gables,
Florida
|
$652K
|
–
|
–
|
–
|
|
|
38
|
Fisher Asset Management
Camas,
Washington
|
$647K
|
–
|
–
|
–
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$631K
|
-$33.9K
|
-1,356
|
-5%
|
|
|
40
|
Axxcess Wealth Management
Carlsbad,
California
|
$608K
|
+$611K
|
+24,440
|
New
|
|
|
41
|
Omega Financial Group
Santa Barbara,
California
|
$606K
|
-$251K
|
-10,030
|
-29%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$585K
|
+$139K
|
+5,555
|
+31%
|
|
|
43
|
Mattern Capital Management
Lakewood,
Colorado
|
$577K
|
+$11.6K
|
+462
|
+2%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$564K
|
+$65.5K
|
+2,618
|
+13%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$550K
|
+$29.9K
|
+1,194
|
+6%
|
|
|
46
|
Flow Traders U.S.
New York
|
$550K
|
+$553K
|
+22,109
|
New
|
|
|
47
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$548K
|
-$46.3K
|
-1,851
|
-8%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$527K
|
+$162K
|
+6,483
|
+44%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$490K
|
+$5.58K
|
+223
|
+1%
|
|
|
50
|
Global Retirement Partners
San Rafael,
California
|
$463K
|
+$25.1K
|
+1,004
|
+6%
|
|
