|
26
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$5.69M
|
+$928K
|
+17,050
|
+18%
|
|
|
27
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$5.2M
|
+$3.13M
|
+57,549
|
+133%
|
|
|
28
|
Calton & Associates
Tampa,
Florida
|
$5.16M
|
+$45.1K
|
+828
|
+0.9%
|
|
|
29
|
IronBridge Private Wealth
Austin,
Texas
|
$5.08M
|
-$1.14M
|
-20,919
|
-18%
|
|
|
30
|
Brown Advisory
Baltimore,
Maryland
|
$5.02M
|
–
|
–
|
–
|
|
|
31
|
Weaver Consulting Group
Huntington Beach,
California
|
$4.97M
|
-$46.1K
|
-847
|
-0.9%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.95M
|
-$2.42M
|
-44,357
|
-33%
|
|
|
33
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$4.29M
|
-$42.9K
|
-788
|
-1%
|
|
|
34
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$4.16M
|
-$90.3K
|
-1,658
|
-2%
|
|
|
35
|
Waverly Advisors
Birmingham,
Alabama
|
$3.92M
|
+$70.5K
|
+1,295
|
+2%
|
|
|
36
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$3.87M
|
-$1.02M
|
-18,666
|
-21%
|
|
|
37
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.87M
|
-$137K
|
-2,513
|
-3%
|
|
|
38
|
Fort Henry Capital
Wheeling,
West Virginia
|
$3.65M
|
-$37.9K
|
-696
|
-1%
|
|
|
39
|
Harrell Investment Partners
Austin,
Texas
|
$3.56M
|
-$168K
|
-3,088
|
-4%
|
|
|
40
|
Northwest Wealth Management
Spencer,
Iowa
|
$3.36M
|
-$113K
|
-2,084
|
-3%
|
|
|
41
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$3.29M
|
–
|
–
|
–
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$3.15M
|
+$538K
|
+9,878
|
+20%
|
|
|
43
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.98M
|
+$177K
|
+3,247
|
+6%
|
|
|
44
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.82M
|
+$114K
|
+2,095
|
+4%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$2.7M
|
-$999K
|
-18,355
|
-27%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$2.66M
|
-$1.66M
|
-30,567
|
-39%
|
|
|
47
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.62M
|
-$158K
|
-2,911
|
-6%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.6M
|
-$9.26M
|
-169,990
|
-78%
|
|
|
49
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$2.6M
|
-$254K
|
-4,674
|
-9%
|
|
|
50
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.53M
|
+$83.8K
|
+1,540
|
+3%
|
|
