|
26
|
RMR Wealth Builders
Montclair,
New Jersey
|
$3.04M
|
+$3.02M
|
+58,505
|
New
|
|
|
27
|
Royal Fund Management
Lady Lake,
Florida
|
$3M
|
+$415K
|
+8,043
|
+16%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$3M
|
+$877K
|
+16,981
|
+41%
|
|
|
29
|
Slow Capital
Greenbrae,
California
|
$2.69M
|
+$171K
|
+3,306
|
+7%
|
|
|
30
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.67M
|
-$481K
|
-9,305
|
-15%
|
|
|
31
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$2.6M
|
–
|
–
|
–
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.59M
|
-$34.4K
|
-667
|
-1%
|
|
|
33
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$2.53M
|
+$184K
|
+3,566
|
+8%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.14M
|
-$324K
|
-6,282
|
-13%
|
|
|
35
|
Conning Inc
Hartford,
Connecticut
|
$1.81M
|
–
|
–
|
–
|
|
|
36
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.54M
|
+$2.12K
|
+41
|
+0.1%
|
|
|
37
|
GeoWealth Management
Chicago,
Illinois
|
$1.31M
|
-$525K
|
-10,162
|
-29%
|
|
|
38
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$1.31M
|
+$1.31M
|
+25,334
|
New
|
|
|
39
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
$1.29M
|
+$1.29M
|
+25,000
|
New
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.23M
|
+$149K
|
+2,884
|
+14%
|
|
|
41
|
Winfield Associates
Cleveland,
Ohio
|
$1.21M
|
+$121K
|
+2,340
|
+11%
|
|
|
42
|
Lido Advisors
Los Angeles,
California
|
$1.18M
|
+$47.9K
|
+928
|
+4%
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.08M
|
-$888K
|
-17,196
|
-45%
|
|
|
44
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.07M
|
+$501K
|
+9,710
|
+89%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$981K
|
+$120K
|
+2,319
|
+14%
|
|
|
46
|
Graypoint LLC
Albany,
New York
|
$923K
|
+$446K
|
+8,642
|
+94%
|
|
|
47
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$895K
|
+$535K
|
+10,355
|
+149%
|
|
|
48
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$813K
|
–
|
–
|
–
|
|
|
49
|
WealthPLAN Partners
Omaha,
Nebraska
|
$776K
|
+$10.9K
|
+211
|
+1%
|
|
|
50
|
Raymond James Trust
St. Petersburg,
Florida
|
$657K
|
–
|
–
|
–
|
|
