|
26
|
Private Wealth Management Group
Princeton,
New Jersey
|
$1.28M
|
+$13.5K
|
+281
|
+1%
|
|
|
27
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.14M
|
-$94.8K
|
-1,971
|
-8%
|
|
|
28
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.14M
|
+$321K
|
+6,671
|
+39%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$1.13M
|
-$948K
|
-19,699
|
-45%
|
|
|
30
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.04M
|
+$12K
|
+249
|
+1%
|
|
|
31
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$1.04M
|
–
|
–
|
–
|
|
|
32
|
Brio Consultants
San Francisco,
California
|
$1.03M
|
+$80.9K
|
+1,682
|
+8%
|
|
|
33
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.02M
|
+$29.5K
|
+614
|
+3%
|
|
|
34
|
Falcon Wealth Planning
Ontario,
California
|
$1.02M
|
+$12.4K
|
+257
|
+1%
|
|
|
35
|
Franklin Resources
San Mateo,
California
|
$902K
|
+$12.6K
|
+262
|
+1%
|
|
|
36
|
Omega Financial Group
Santa Barbara,
California
|
$887K
|
-$144
|
-3
|
-0%
|
|
|
37
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$845K
|
+$848K
|
+17,632
|
New
|
|
|
38
|
Atomi Financial Group
New York
|
$842K
|
+$18.5K
|
+384
|
+2%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$842K
|
+$5.48K
|
+114
|
+0.7%
|
|
|
40
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$820K
|
+$12K
|
+249
|
+1%
|
|
|
41
|
Livet Wealth
Salt Lake City,
Utah
|
$807K
|
+$810K
|
+16,834
|
New
|
|
|
42
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$796K
|
+$4.47K
|
+93
|
+0.6%
|
|
|
43
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$783K
|
+$111K
|
+2,312
|
+16%
|
|
|
44
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$764K
|
+$6.73K
|
+140
|
+0.9%
|
|
|
45
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$712K
|
–
|
–
|
–
|
|
|
46
|
Savant Capital
Rockford,
Illinois
|
$702K
|
-$54.6K
|
-1,136
|
-7%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$677K
|
-$185K
|
-3,853
|
-21%
|
|
|
48
|
Principal Securities
Des Moines,
Iowa
|
$656K
|
+$135K
|
+2,809
|
+26%
|
|
|
49
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$644K
|
+$13.4K
|
+278
|
+2%
|
|
|
50
|
Values Added Financial
Washington,
District of Columbia
|
$641K
|
+$247K
|
+5,141
|
+63%
|
|
