|
26
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.34M
|
–
|
–
|
–
|
|
|
27
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$3.32M
|
+$19.3K
|
+259
|
+0.6%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.3M
|
-$6.55K
|
-88
|
-0.2%
|
|
|
29
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.18M
|
+$744
|
+10
|
+0%
|
|
|
30
|
Albion Financial Group
Salt Lake City,
Utah
|
$3M
|
+$1.34K
|
+18
|
+0%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.98M
|
-$6.07M
|
-81,500
|
-67%
|
|
|
32
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.83M
|
-$13.8K
|
-185
|
-0.5%
|
|
|
33
|
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
$2.68M
|
+$2.64M
|
+35,400
|
New
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$2.6M
|
+$69K
|
+927
|
+3%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.49M
|
-$51.6K
|
-693
|
-2%
|
|
|
36
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.41M
|
+$40.2K
|
+540
|
+2%
|
|
|
37
|
Westfuller Advisors
New York
|
$2.37M
|
–
|
–
|
–
|
|
|
38
|
Arjuna Capital
Durham,
North Carolina
|
$2.21M
|
+$1.53M
|
+20,498
|
+235%
|
|
|
39
|
Decker Retirement Planning
Levi,
Utah
|
$2.15M
|
-$115K
|
-1,544
|
-5%
|
|
|
40
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.15M
|
-$45.6K
|
-612
|
-2%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.12M
|
-$188K
|
-2,527
|
-8%
|
|
|
42
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.89M
|
-$1.38M
|
-18,490
|
-43%
|
|
|
43
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.89M
|
-$390K
|
-5,245
|
-17%
|
|
|
44
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.78M
|
-$315K
|
-4,225
|
-15%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.77M
|
-$107M
|
-1,435,721
|
-98%
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$1.73M
|
+$17K
|
+229
|
+1%
|
|
|
47
|
SoFi Wealth
San Francisco,
California
|
$1.7M
|
+$496K
|
+6,657
|
+42%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.65M
|
+$57.9K
|
+778
|
+4%
|
|
|
49
|
XY Planning Network
Bozeman,
Montana
|
$1.55M
|
–
|
–
|
–
|
|
|
50
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.54M
|
+$168K
|
+2,250
|
+12%
|
|
