|
26
|
UBS Group
Zurich,
Switzerland
|
$16.8M
|
+$4.82M
|
+215,851
|
+37%
|
|
|
27
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$15.6M
|
–
|
–
|
–
|
|
|
28
|
Wealthfront Advisers
Palo Alto,
California
|
$14.6M
|
+$2.36M
|
+105,795
|
+18%
|
|
|
29
|
|
$12.3M
|
+$784K
|
+35,064
|
+6%
|
|
|
30
|
Pure Portfolios Holdings
Lake Oswego,
Oregon
|
$12.1M
|
+$761K
|
+34,069
|
+6%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$11.3M
|
-$321K
|
-14,350
|
-3%
|
|
|
32
|
Tortoise Investment Management
White Plains,
New York
|
$10.9M
|
-$43.4K
|
-1,941
|
-0.4%
|
|
|
33
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10.5M
|
+$11.2M
|
+500,662
|
+910,295%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$10M
|
+$610K
|
+27,300
|
+6%
|
|
|
35
|
Courage Miller Partners
Norfolk,
Virginia
|
$9.33M
|
+$79.1K
|
+3,539
|
+0.8%
|
|
|
36
|
Firestone Capital Management
Coral Gables,
Florida
|
$9.29M
|
+$357K
|
+15,983
|
+4%
|
|
|
37
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$9.25M
|
-$598K
|
-26,772
|
-6%
|
|
|
38
|
Principal Securities
Des Moines,
Iowa
|
$9.24M
|
+$289K
|
+12,930
|
+3%
|
|
|
39
|
Jackson Thornton Wealth Management
Montgomery,
Alabama
|
$9.23M
|
-$419K
|
-18,750
|
-4%
|
|
|
40
|
Strategic Financial Planning
Plano,
Texas
|
$9.16M
|
+$78K
|
+3,488
|
+0.8%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$8.42M
|
+$1.24M
|
+55,591
|
+16%
|
|
|
42
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$8.24M
|
+$157K
|
+7,030
|
+2%
|
|
|
43
|
Vise Technologies
New York
|
$7.74M
|
+$370K
|
+16,533
|
+5%
|
|
|
44
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$7.66M
|
-$541K
|
-24,198
|
-6%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$7.63M
|
-$80.2K
|
-3,589
|
-1%
|
|
|
46
|
TownSquare Capital
Provo,
Utah
|
$7.52M
|
-$82.9K
|
-3,709
|
-1%
|
|
|
47
|
Krilogy Financial
St. Louis,
Missouri
|
$7.48M
|
+$304K
|
+13,618
|
+4%
|
|
|
48
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$7.32M
|
-$91.3K
|
-4,083
|
-1%
|
|
|
49
|
Brown Wealth Management
Naperville,
Illinois
|
$7.3M
|
-$18.1K
|
-808
|
-0.2%
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$6.53M
|
+$3.25M
|
+145,428
|
+88%
|
|
