|
26
|
RFG Advisory
Birmingham,
Alabama
|
$5.41M
|
+$5.26M
|
+230,188
|
New
|
|
|
27
|
Upper Left Wealth Management
Tampa,
Florida
|
$5.32M
|
-$38.4K
|
-1,679
|
-0.7%
|
|
|
28
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.82M
|
+$2.56M
|
+111,956
|
+120%
|
|
|
29
|
Renaissance Technologies
New York
|
$4.36M
|
+$4.24M
|
+185,500
|
New
|
|
|
30
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.27M
|
-$6.49M
|
-283,936
|
-61%
|
|
|
31
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$4.16M
|
+$1.59M
|
+69,486
|
+65%
|
|
|
32
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$4.06M
|
–
|
–
|
–
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$3.62M
|
-$229K
|
-10,025
|
-6%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$3.19M
|
-$207K
|
-9,071
|
-6%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$3.1M
|
+$321K
|
+14,071
|
+12%
|
|
|
36
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$2.63M
|
+$116K
|
+5,070
|
+5%
|
|
|
37
|
|
$2.44M
|
-$161K
|
-7,055
|
-6%
|
|
|
38
|
Avalon Capital Management
Port Of Redwood City,
California
|
$2.4M
|
-$9.99M
|
-437,095
|
-81%
|
|
|
39
|
Q3 Asset Management
Birmingham,
Michigan
|
$2.2M
|
+$2.14M
|
+93,851
|
New
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.16M
|
+$388K
|
+17,001
|
+23%
|
|
|
41
|
|
$2.09M
|
+$215K
|
+9,393
|
+12%
|
|
|
42
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.77M
|
+$1.72M
|
+75,330
|
New
|
|
|
43
|
Auour Investments
Woburn,
Massachusetts
|
$1.7M
|
+$39.7K
|
+1,737
|
+2%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$1.7M
|
+$1.41M
|
+61,907
|
+603%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$1.61M
|
-$40.5K
|
-1,772
|
-3%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.5M
|
+$1.39M
|
+60,681
|
+1,909%
|
|
|
47
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.46M
|
-$1.19M
|
-52,045
|
-46%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.44M
|
+$319K
|
+13,950
|
+29%
|
|
|
49
|
Euro Pacific Asset Management
Dorado,
Puerto Rico
|
$1.29M
|
-$22.3K
|
-975
|
-2%
|
|
|
50
|
VanderPol Investments
Caledonia,
Michigan
|
$1.26M
|
+$1.23M
|
+53,818
|
New
|
|
