|
26
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.3M
|
+$1.25M
|
+37,701
|
New
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.3M
|
+$291K
|
+8,781
|
+31%
|
|
|
28
|
Fort Point Capital Partners
San Francisco,
California
|
$1.25M
|
-$896
|
-27
|
-0.1%
|
|
|
29
|
|
$1.23M
|
+$512K
|
+15,420
|
+77%
|
|
|
30
|
Wealth Forward LLC
Fargo,
North Dakota
|
$1.2M
|
-$31.8K
|
-957
|
-3%
|
|
|
31
|
Collective Family Office
York,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
32
|
Atria Wealth Solutions
New York
|
$994K
|
+$11.4K
|
+345
|
+1%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$950K
|
-$46.6K
|
-1,404
|
-5%
|
|
|
34
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$863K
|
-$122K
|
-3,666
|
-13%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$641K
|
+$7.86K
|
+237
|
+1%
|
|
|
36
|
Mercer Global Advisors
Denver,
Colorado
|
$632K
|
+$278K
|
+8,370
|
+85%
|
|
|
37
|
Pinnacle Wealth Management
Roseville,
California
|
$604K
|
+$20K
|
+603
|
+4%
|
|
|
38
|
Quadcap Wealth Management
Frisco,
Texas
|
$601K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$549K
|
–
|
–
|
–
|
|
|
40
|
|
$505K
|
+$260K
|
+7,842
|
+116%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$459K
|
–
|
–
|
–
|
|
|
42
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$446K
|
+$179K
|
+5,400
|
+72%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$404K
|
+$101K
|
+3,048
|
+35%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$397K
|
+$381K
|
+11,481
|
New
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$391K
|
+$375K
|
+11,316
|
New
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$367K
|
+$63.3K
|
+1,908
|
+22%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$353K
|
+$25K
|
+753
|
+8%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$336K
|
-$100
|
-3
|
-0%
|
|
|
49
|
Cahill Financial Advisors
Edina,
Minnesota
|
$323K
|
–
|
–
|
–
|
|
|
50
|
Wills Financial Group
Richmond,
Virginia
|
$315K
|
+$302K
|
+9,099
|
New
|
|
