|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.47M
|
-$848K
|
-26,983
|
-25%
|
|
|
27
|
|
$2.35M
|
+$757K
|
+24,091
|
+45%
|
|
|
28
|
Bruce G. Allen Investments
Denver,
Colorado
|
$2.26M
|
+$2.34M
|
+74,392
|
New
|
|
|
29
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.21M
|
-$403K
|
-12,822
|
-15%
|
|
|
30
|
Sharper & Granite
El Segundo,
California
|
$2.16M
|
-$111K
|
-3,545
|
-5%
|
|
|
31
|
Unique Wealth
Clearwater,
Florida
|
$2.09M
|
+$1.34M
|
+42,485
|
+161%
|
|
|
32
|
VPR Management
Houston,
Texas
|
$2.06M
|
–
|
–
|
–
|
|
|
33
|
RiverGlades Family Offices
Naples,
Florida
|
$2.05M
|
+$39.9K
|
+1,270
|
+2%
|
|
|
34
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2M
|
-$52.9K
|
-1,683
|
-2%
|
|
|
35
|
Idaho Trust Bank
Boise,
Idaho
|
$1.98M
|
-$1.06M
|
-33,868
|
-34%
|
|
|
36
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$1.79M
|
+$1.85M
|
+58,816
|
New
|
|
|
37
|
Insight Advisors
Newtown,
Pennsylvania
|
$1.73M
|
-$260K
|
-8,283
|
-13%
|
|
|
38
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.59M
|
+$382K
|
+12,169
|
+30%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.38M
|
+$673K
|
+21,415
|
+90%
|
|
|
40
|
|
$1.36M
|
+$1.41M
|
+44,816
|
New
|
|
|
41
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.21M
|
-$17.9K
|
-571
|
-1%
|
|
|
42
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.21M
|
+$33.8K
|
+1,075
|
+3%
|
|
|
43
|
AllSquare Wealth Management
Albany,
New York
|
$1.18M
|
-$25.9K
|
-825
|
-2%
|
|
|
44
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.16M
|
-$57.1K
|
-1,817
|
-5%
|
|
|
45
|
Stifel Financial
St. Louis,
Missouri
|
$1.15M
|
-$586K
|
-18,637
|
-33%
|
|
|
46
|
|
$1.04M
|
+$1.02M
|
+32,372
|
New
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$991K
|
+$974
|
+31
|
+0.1%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$989K
|
-$45.3K
|
-1,442
|
-4%
|
|
|
49
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$929K
|
+$583K
|
+18,551
|
+154%
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$911K
|
-$53.8K
|
-1,713
|
-5%
|
|
