|
26
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$2.19M
|
+$160K
|
+743
|
+7%
|
|
|
27
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.16M
|
+$644K
|
+2,988
|
+34%
|
|
|
28
|
|
$1.95M
|
+$2.27M
|
+10,557
|
New
|
|
|
29
|
|
$1.77M
|
+$2.06M
|
+9,581
|
New
|
|
|
30
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.66M
|
+$418K
|
+1,939
|
+28%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$1.44M
|
+$790K
|
+3,666
|
+89%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$1.13M
|
-$177K
|
-821
|
-12%
|
|
|
33
|
Millington Financial Advisors
Naperville,
Illinois
|
$1,000K
|
–
|
–
|
–
|
|
|
34
|
Kelly Financial Services
Braintree,
Massachusetts
|
$984K
|
+$24.6K
|
+114
|
+2%
|
|
|
35
|
Citizens Financial Group
Providence,
Rhode Island
|
$974K
|
–
|
–
|
–
|
|
|
36
|
Evolution Wealth Advisors
Aventura,
Florida
|
$967K
|
+$1.13M
|
+5,230
|
New
|
|
|
37
|
Covestor
London,
United Kingdom
|
$950K
|
-$54.1K
|
-251
|
-5%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$894K
|
+$755K
|
+3,506
|
+264%
|
|
|
39
|
Vontobel Holding
Zurich,
Switzerland
|
$868K
|
+$1.01M
|
+4,693
|
New
|
|
|
40
|
NorthRock Partners
Minneapolis,
Minnesota
|
$817K
|
+$736K
|
+3,419
|
+342%
|
|
|
41
|
Empowered Funds
Havertown,
Pennsylvania
|
$790K
|
-$2.12M
|
-9,837
|
-70%
|
|
|
42
|
Tower Research Capital (TRC)
New York
|
$780K
|
+$120K
|
+559
|
+15%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$768K
|
-$61.8K
|
-287
|
-6%
|
|
|
44
|
PMV Capital Advisers
Dallas,
Texas
|
$754K
|
-$141K
|
-656
|
-14%
|
|
|
45
|
EP Wealth Advisors
Torrance,
California
|
$732K
|
–
|
–
|
–
|
|
|
46
|
Beacon Pointe Advisors
Newport Beach,
California
|
$717K
|
+$836K
|
+3,880
|
New
|
|
|
47
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$666K
|
–
|
–
|
–
|
|
|
48
|
Wealthspire Advisors (New York)
New York
|
$588K
|
+$383K
|
+1,780
|
+127%
|
|
|
49
|
Summit Financial
Parsippany,
New Jersey
|
$579K
|
+$265K
|
+1,230
|
+65%
|
|
|
50
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$577K
|
–
|
–
|
–
|
|
