|
26
|
KWB Wealth
Redlands,
California
|
$3.45M
|
+$246K
|
+13,635
|
+8%
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.35M
|
+$364K
|
+20,162
|
+13%
|
|
|
28
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$3.29M
|
+$143K
|
+7,884
|
+5%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$2.96M
|
-$898K
|
-49,668
|
-24%
|
|
|
30
|
Aries Wealth Management
Portland,
Maine
|
$2.6M
|
+$501K
|
+27,710
|
+26%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.57M
|
-$339K
|
-18,762
|
-12%
|
|
|
32
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.42M
|
+$114K
|
+6,316
|
+5%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.3M
|
-$313K
|
-17,287
|
-13%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$2.01M
|
-$35.9M
|
-1,986,761
|
-95%
|
|
|
35
|
SigFig Wealth Management
San Francisco,
California
|
$1.84M
|
+$13.1K
|
+727
|
+0.8%
|
|
|
36
|
Sepio Capital
Salt Lake City,
Utah
|
$1.66M
|
+$1.08M
|
+59,666
|
+217%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
-$39.8K
|
-2,199
|
-3%
|
|
|
38
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.53M
|
-$202K
|
-11,194
|
-12%
|
|
|
39
|
|
$1.5M
|
+$25.2K
|
+1,392
|
+2%
|
|
|
40
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$1.31M
|
–
|
–
|
–
|
|
|
41
|
Drive Wealth Management
Lehi,
Utah
|
$1.24M
|
-$311K
|
-17,208
|
-21%
|
|
|
42
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.22M
|
+$1.15M
|
+63,619
|
New
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$956K
|
+$149K
|
+8,248
|
+20%
|
|
|
44
|
|
$934K
|
+$645K
|
+35,659
|
+269%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$922K
|
-$51.5K
|
-2,851
|
-6%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$916K
|
+$275K
|
+15,231
|
+47%
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$901K
|
-$909K
|
-50,270
|
-52%
|
|
|
48
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$706K
|
+$25.8K
|
+1,425
|
+4%
|
|
|
49
|
Davenport & Co
Richmond,
Virginia
|
$677K
|
+$470
|
+26
|
+0.1%
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$642K
|
-$6.31K
|
-349
|
-1%
|
|
