|
26
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.69M
|
+$632K
|
+25,886
|
+30%
|
|
|
27
|
KeyBank National Association
Cleveland,
Ohio
|
$2.68M
|
-$141K
|
-5,751
|
-5%
|
|
|
28
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.21M
|
-$73.8K
|
-3,022
|
-3%
|
|
|
29
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.21M
|
-$73.8K
|
-3,022
|
-3%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
-$13K
|
-533
|
-0.6%
|
|
|
31
|
Impact Investors
San Francisco,
California
|
$2.12M
|
-$231K
|
-9,463
|
-10%
|
|
|
32
|
Lodestar Private Asset Management
Alamo,
California
|
$1.9M
|
+$469K
|
+19,180
|
+32%
|
|
|
33
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.79M
|
-$25K
|
-1,025
|
-1%
|
|
|
34
|
Flow Traders U.S.
New York
|
$1.75M
|
+$1.8M
|
+73,576
|
New
|
|
|
35
|
|
$1.65M
|
-$296K
|
-12,117
|
-15%
|
|
|
36
|
McNaughton Wealth Management
San Diego,
California
|
$1.6M
|
-$616K
|
-25,222
|
-27%
|
|
|
37
|
Citadel Advisors
Miami,
Florida
|
$1.58M
|
+$1.15M
|
+47,012
|
+243%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$1.48M
|
+$124K
|
+5,088
|
+9%
|
|
|
39
|
Pure Financial Advisors
San Diego,
California
|
$1.44M
|
-$15.7K
|
-644
|
-1%
|
|
|
40
|
SimpliFi Inc
San Diego,
California
|
$1.42M
|
+$41.5K
|
+1,700
|
+3%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.31M
|
+$103K
|
+4,204
|
+8%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.25M
|
+$123K
|
+5,026
|
+11%
|
|
|
43
|
Prospera Financial Services
Dallas,
Texas
|
$1.07M
|
-$745K
|
-30,489
|
-40%
|
|
|
44
|
Atomi Financial Group
New York
|
$1.04M
|
+$447K
|
+18,311
|
+72%
|
|
|
45
|
Greykasell Wealth Strategies
Danville,
California
|
$1.02M
|
-$111K
|
-4,560
|
-10%
|
|
|
46
|
Amara Financial
San Francisco,
California
|
$995K
|
+$1.02M
|
+41,735
|
New
|
|
|
47
|
Williams & Novak
Westlake Village,
California
|
$906K
|
-$391K
|
-16,000
|
-30%
|
|
|
48
|
Nautilus Advisors
La Jolla,
California
|
$895K
|
+$14.7K
|
+600
|
+2%
|
|
|
49
|
FOCUS Wealth Advisors
Houston,
Texas
|
$889K
|
+$96.1K
|
+3,932
|
+12%
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$866K
|
+$887K
|
+36,319
|
New
|
|
