|
26
|
Invera Wealth Advisors
Bend,
Oregon
|
$1.2M
|
+$70.1K
|
+1,465
|
+6%
|
|
|
27
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.1M
|
-$26.7K
|
-558
|
-2%
|
|
|
28
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.09M
|
+$51.8K
|
+1,082
|
+5%
|
|
|
29
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.03M
|
-$416K
|
-8,687
|
-29%
|
|
|
30
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$1.03M
|
–
|
–
|
–
|
|
|
31
|
Zevin Asset Management
Boston,
Massachusetts
|
$978K
|
-$792K
|
-16,533
|
-45%
|
|
|
32
|
Falcon Wealth Planning
Ontario,
California
|
$959K
|
-$48.2K
|
-1,006
|
-5%
|
|
|
33
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$902K
|
+$65.6K
|
+1,371
|
+8%
|
|
|
34
|
Omega Financial Group
Santa Barbara,
California
|
$892K
|
+$13.8K
|
+289
|
+2%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$890K
|
+$56.7K
|
+1,184
|
+7%
|
|
|
36
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$888K
|
-$1.26M
|
-26,300
|
-58%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$887K
|
+$218K
|
+4,546
|
+32%
|
|
|
38
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$852K
|
+$40.5K
|
+846
|
+5%
|
|
|
39
|
Atomi Financial Group
New York
|
$805K
|
-$28.5K
|
-596
|
-3%
|
|
|
40
|
Franklin Resources
San Mateo,
California
|
$800K
|
-$93.3K
|
-1,949
|
-10%
|
|
|
41
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$799K
|
+$43.4K
|
+907
|
+6%
|
|
|
42
|
Livet Wealth
Salt Lake City,
Utah
|
$790K
|
-$9.58K
|
-200
|
-1%
|
|
|
43
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$785K
|
-$3.35K
|
-70
|
-0.4%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$744K
|
+$247K
|
+5,158
|
+49%
|
|
|
45
|
Principal Securities
Des Moines,
Iowa
|
$708K
|
+$58.5K
|
+1,222
|
+9%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$707K
|
+$398K
|
+8,307
|
+124%
|
|
|
47
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$705K
|
–
|
–
|
–
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$705K
|
-$310K
|
-6,484
|
-30%
|
|
|
49
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$657K
|
+$19.2K
|
+402
|
+3%
|
|
|
50
|
Savant Capital
Rockford,
Illinois
|
$653K
|
-$42.6K
|
-890
|
-6%
|
|
