|
26
|
|
$2.07M
|
-$3.35M
|
-138,102
|
-61%
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$2.07M
|
+$2.1M
|
+86,585
|
New
|
|
|
28
|
SimpliFi Inc
San Diego,
California
|
$2.06M
|
+$77.7K
|
+3,208
|
+4%
|
|
|
29
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.04M
|
-$30.7K
|
-1,269
|
-1%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$1.98M
|
-$62.9K
|
-2,595
|
-3%
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$1.88M
|
+$17.4K
|
+719
|
+0.9%
|
|
|
32
|
Lodestar Private Asset Management
Alamo,
California
|
$1.86M
|
+$207K
|
+8,549
|
+12%
|
|
|
33
|
Navigation Group
Redwood City,
California
|
$1.84M
|
+$1.87M
|
+77,030
|
New
|
|
|
34
|
Raymond James Financial
St Petersburg,
Florida
|
$1.67M
|
+$115K
|
+4,738
|
+7%
|
|
|
35
|
McNaughton Wealth Management
San Diego,
California
|
$1.67M
|
-$145K
|
-5,990
|
-8%
|
|
|
36
|
Atomi Financial Group
New York
|
$1.66M
|
+$222K
|
+9,151
|
+15%
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$1.54M
|
-$101K
|
-4,163
|
-6%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.43M
|
+$73.4K
|
+3,029
|
+5%
|
|
|
39
|
Impact Investors
San Francisco,
California
|
$1.08M
|
+$9.01K
|
+372
|
+0.8%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$10.3K
|
-425
|
-0.9%
|
|
|
41
|
FOCUS Wealth Advisors
Houston,
Texas
|
$1.04M
|
-$26.1K
|
-1,077
|
-2%
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
-$157K
|
-6,495
|
-13%
|
|
|
43
|
Affinity Capital Advisors
Berkeley,
California
|
$995K
|
+$4.38K
|
+181
|
+0.4%
|
|
|
44
|
Prospera Financial Services
Dallas,
Texas
|
$899K
|
-$94.5K
|
-3,899
|
-9%
|
|
|
45
|
Atlas Legacy Advisors
Los Angeles,
California
|
$894K
|
+$799
|
+33
|
+0.1%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$891K
|
-$37K
|
-1,526
|
-4%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$843K
|
+$96.9K
|
+4,001
|
+13%
|
|
|
48
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$843K
|
–
|
–
|
–
|
|
|
49
|
Quantinno Capital Management
New York
|
$837K
|
-$69.8K
|
-2,881
|
-8%
|
|
|
50
|
Destination Wealth Management
Walnut Creek,
California
|
$807K
|
+$89.6K
|
+3,700
|
+12%
|
|
