|
51
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.71M
|
-$2.36M
|
-80,098
|
-26%
|
|
|
52
|
WrapManager Inc
Mill Valley,
California
|
$6.51M
|
-$195K
|
-6,611
|
-3%
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.43M
|
+$45.3K
|
+1,540
|
+0.7%
|
|
|
54
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$6.37M
|
+$581K
|
+19,734
|
+10%
|
|
|
55
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.35M
|
+$1.02M
|
+34,722
|
+19%
|
|
|
56
|
Napier Financial
Braintree,
Massachusetts
|
$5.97M
|
+$5.98M
|
+203,254
|
New
|
|
|
57
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.88M
|
+$580K
|
+19,708
|
+11%
|
|
|
58
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.82M
|
-$165K
|
-5,595
|
-3%
|
|
|
59
|
NBT Bank
Norwich,
New York
|
$5.76M
|
-$29
|
-1
|
-0%
|
|
|
60
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$5.61M
|
+$5.62M
|
+191,051
|
New
|
|
|
61
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$5.46M
|
+$1.17M
|
+39,827
|
+27%
|
|
|
62
|
Allianz Asset Management
Munich,
Germany
|
$5.36M
|
–
|
–
|
–
|
|
|
63
|
Lido Advisors
Los Angeles,
California
|
$5.35M
|
+$29
|
+1
|
+0%
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$5.33M
|
+$374K
|
+12,720
|
+8%
|
|
|
65
|
|
$5.04M
|
+$1.21M
|
+41,161
|
+32%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.03M
|
+$570K
|
+19,378
|
+13%
|
|
|
67
|
UBS Group
Zurich,
Switzerland
|
$4.62M
|
-$7.33M
|
-249,083
|
-61%
|
|
|
68
|
Family Legacy Inc
Greenville,
South Carolina
|
$4.61M
|
+$34.9K
|
+1,186
|
+0.8%
|
|
|
69
|
Echo45 Advisors
Walnut Creek,
California
|
$4.56M
|
+$4.57M
|
+155,198
|
New
|
|
|
70
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$4.56M
|
+$170K
|
+5,780
|
+4%
|
|
|
71
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$4.48M
|
-$308K
|
-10,482
|
-6%
|
|
|
72
|
One Capital Management
Westlake Village,
California
|
$4.4M
|
+$364K
|
+12,379
|
+9%
|
|
|
73
|
Insigneo Advisory Services
Miami,
Florida
|
$4.39M
|
+$285K
|
+9,681
|
+7%
|
|
|
74
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.35M
|
+$4.36M
|
+148,021
|
New
|
|
|
75
|
Advyzon Investment Management
Lisle,
Illinois
|
$4.34M
|
+$95.9K
|
+3,258
|
+2%
|
|
