|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.85M
|
+$708K
|
+12,658
|
+10%
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.3M
|
+$269K
|
+4,804
|
+4%
|
|
|
53
|
Certus Wealth Management
Redwood City,
California
|
$7.26M
|
-$827K
|
-14,787
|
-10%
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.9M
|
+$1.85M
|
+33,042
|
+38%
|
|
|
55
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$6.89M
|
+$4.39M
|
+78,519
|
+185%
|
|
|
56
|
Garde Capital
Seattle,
Washington
|
$6.79M
|
–
|
–
|
–
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.64M
|
+$274K
|
+4,903
|
+4%
|
|
|
58
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
-$1.95M
|
-34,930
|
-23%
|
|
|
59
|
Raymond James Financial
St Petersburg,
Florida
|
$6.28M
|
-$1.17M
|
-20,932
|
-16%
|
|
|
60
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$6.15M
|
-$724K
|
-12,934
|
-11%
|
|
|
61
|
First American Trust
Santa Ana,
California
|
$5.88M
|
+$415K
|
+7,412
|
+8%
|
|
|
62
|
Strive Asset Management
Dublin,
Ohio
|
$5.74M
|
–
|
–
|
–
|
|
|
63
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$5.73M
|
+$2.01M
|
+35,915
|
+56%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$5.59M
|
+$729K
|
+13,029
|
+15%
|
|
|
65
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5.5M
|
+$897K
|
+16,030
|
+20%
|
|
|
66
|
Client First Capital
San Diego,
California
|
$5.28M
|
–
|
–
|
–
|
|
|
67
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$5.24M
|
+$693K
|
+12,384
|
+16%
|
|
|
68
|
RiverFront Investment Group
Richmond,
Virginia
|
$5.19M
|
+$1.47M
|
+26,200
|
+40%
|
|
|
69
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.99M
|
+$1.32M
|
+23,683
|
+37%
|
|
|
70
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$4.95M
|
+$6.77K
|
+121
|
+0.1%
|
|
|
71
|
NDWM LLC
La Jolla,
California
|
$4.54M
|
-$948K
|
-16,944
|
-18%
|
|
|
72
|
Mission Wealth Management
Santa Barbara,
California
|
$4.51M
|
-$72.7K
|
-1,300
|
-2%
|
|
|
73
|
Atomi Financial Group
New York
|
$4.51M
|
+$661K
|
+11,806
|
+18%
|
|
|
74
|
Beacon Pointe Advisors
Newport Beach,
California
|
$4.45M
|
-$1.85M
|
-33,151
|
-30%
|
|
|
75
|
Sand Hill Global Advisors
Palo Alto,
California
|
$4.42M
|
-$664K
|
-11,862
|
-13%
|
|
