|
26
|
Mather Group
Chicago,
Illinois
|
$1.43M
|
+$1.5M
|
+50,683
|
New
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.31M
|
+$473K
|
+15,973
|
+52%
|
|
|
28
|
Lunt Capital Management
Holladay,
Utah
|
$1.22M
|
+$1.28M
|
+43,135
|
New
|
|
|
29
|
Bravias Capital Group
Iselin,
New Jersey
|
$1.01M
|
+$61.8K
|
+2,087
|
+6%
|
|
|
30
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$975K
|
+$133K
|
+4,498
|
+15%
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$946K
|
–
|
–
|
–
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$835K
|
-$186K
|
-6,286
|
-18%
|
|
|
33
|
Worth Asset Management
Dallas,
Texas
|
$785K
|
-$24.9K
|
-841
|
-3%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$759K
|
–
|
–
|
–
|
|
|
35
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$716K
|
+$378K
|
+12,765
|
+102%
|
|
|
36
|
ORG Wealth Partners
Dallas,
Texas
|
$676K
|
+$183K
|
+6,182
|
+35%
|
|
|
37
|
SteelPeak Wealth
Woodland Hills,
California
|
$561K
|
+$587K
|
+19,836
|
New
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
$408K
|
-$97.3K
|
-3,287
|
-19%
|
|
|
39
|
Claro Advisors
Boston,
Massachusetts
|
$344K
|
-$89
|
-3
|
-0%
|
|
|
40
|
Moseley Investment Management
Bradenton,
Florida
|
$302K
|
-$3.35K
|
-113
|
-1%
|
|
|
41
|
Foguth Wealth Management
Brighton,
Michigan
|
$240K
|
+$210K
|
+7,093
|
New
|
|
|
42
|
True Wealth Design
Akron,
Ohio
|
$216K
|
-$2.84K
|
-96
|
-1%
|
|
|
43
|
|
$215K
|
-$59.2K
|
-2,000
|
-21%
|
|
|
44
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$196K
|
-$888
|
-30
|
-0.4%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$152K
|
+$159K
|
+5,383
|
New
|
|
|
46
|
|
$113K
|
+$1.04K
|
+35
|
+0.9%
|
|
|
47
|
Cohalo Advisory
Snoqualmie,
Washington
|
$89.4K
|
-$3.64K
|
-123
|
-4%
|
|
|
48
|
Golden State Equity Partners
South Coast Metro,
California
|
$75.7K
|
+$79.3K
|
+2,677
|
New
|
|
|
49
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$35.6K
|
–
|
–
|
–
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$30.8K
|
-$15.2K
|
-512
|
-32%
|
|
