|
101
|
Charles Schwab
San Francisco,
California
|
$2.09M
|
-$125K
|
-2,363
|
-6%
|
|
|
102
|
Simplicity Wealth
Summit,
New Jersey
|
$2M
|
+$1.97M
|
+37,143
|
New
|
|
|
103
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.99M
|
+$1.96M
|
+37,019
|
New
|
|
|
104
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$1.9M
|
-$44.6K
|
-841
|
-2%
|
|
|
105
|
|
$1.88M
|
–
|
–
|
–
|
|
|
106
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.82M
|
-$997K
|
-18,813
|
-36%
|
|
|
107
|
Cetera Advisor Networks
El Segundo,
California
|
$1.73M
|
+$949K
|
+17,922
|
+126%
|
|
|
108
|
Equitable Holdings
New York
|
$1.72M
|
+$242K
|
+4,559
|
+17%
|
|
|
109
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.68M
|
-$41.7K
|
-788
|
-2%
|
|
|
110
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$1.67M
|
–
|
–
|
–
|
|
|
111
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$1.66M
|
+$1.71M
|
+32,364
|
New
|
|
|
112
|
SigFig Wealth Management
San Francisco,
California
|
$1.63M
|
-$143K
|
-2,707
|
-8%
|
|
|
113
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.5M
|
-$16.7K
|
-316
|
-1%
|
|
|
114
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.49M
|
-$110K
|
-2,077
|
-7%
|
|
|
115
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$1.46M
|
+$122K
|
+2,309
|
+9%
|
|
|
116
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.42M
|
–
|
–
|
–
|
|
|
117
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$1.41M
|
–
|
–
|
–
|
|
|
118
|
Brown Financial Advisory
Fairhope,
Alabama
|
$1.41M
|
-$11.9K
|
-224
|
-0.8%
|
|
|
119
|
AWM Capital
Phoenix,
Arizona
|
$1.39M
|
+$901
|
+17
|
+0.1%
|
|
|
120
|
Source Financial Advisors
New York
|
$1.36M
|
+$177K
|
+3,338
|
+15%
|
|
|
121
|
Stamos Capital Partners
Menlo Park,
California
|
$1.25M
|
-$176K
|
-3,320
|
-12%
|
|
|
122
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.2M
|
+$475K
|
+8,968
|
+67%
|
|
|
123
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1.18M
|
+$7.26K
|
+137
|
+0.6%
|
|
|
124
|
AE Wealth Management
Topeka,
Kansas
|
$1.17M
|
-$808K
|
-15,248
|
-41%
|
|
|
125
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.15M
|
-$7M
|
-132,123
|
-86%
|
|
