|
26
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.16M
|
+$1.14K
|
+15
|
+0%
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$3.06M
|
-$291K
|
-3,820
|
-9%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.01M
|
+$57.3K
|
+751
|
+2%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3M
|
-$281K
|
-3,688
|
-8%
|
|
|
30
|
Albion Financial Group
Salt Lake City,
Utah
|
$2.89M
|
-$91.2K
|
-1,196
|
-3%
|
|
|
31
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$2.89M
|
+$82.1K
|
+1,076
|
+3%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.48M
|
+$2.45M
|
+32,105
|
+3,551%
|
|
|
33
|
Westfuller Advisors
New York
|
$2.43M
|
+$80K
|
+1,049
|
+3%
|
|
|
34
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.43M
|
+$34.7K
|
+455
|
+1%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$2.41M
|
-$173K
|
-2,264
|
-7%
|
|
|
36
|
Decker Retirement Planning
Levi,
Utah
|
$2.34M
|
+$213K
|
+2,798
|
+10%
|
|
|
37
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.28M
|
+$404K
|
+5,300
|
+21%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.24M
|
-$248K
|
-3,251
|
-10%
|
|
|
39
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.22M
|
+$2.05M
|
+26,830
|
+983%
|
|
|
40
|
Arjuna Capital
Durham,
North Carolina
|
$2.2M
|
–
|
–
|
–
|
|
|
41
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.17M
|
+$651K
|
+8,536
|
+42%
|
|
|
42
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.13M
|
+$1.95M
|
+25,618
|
+953%
|
|
|
43
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.07M
|
-$64.6K
|
-847
|
-3%
|
|
|
44
|
SoFi Wealth
San Francisco,
California
|
$2.05M
|
+$369K
|
+4,842
|
+22%
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.89M
|
+$21.7K
|
+285
|
+1%
|
|
|
46
|
XY Planning Network
Bozeman,
Montana
|
$1.81M
|
+$243K
|
+3,182
|
+15%
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
$1.79M
|
+$68K
|
+892
|
+4%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.72M
|
+$79.6K
|
+1,043
|
+5%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$1.56M
|
+$140K
|
+1,831
|
+10%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.53M
|
-$586K
|
-7,686
|
-27%
|
|
