|
26
|
Advisor Group
Phoenix,
Arizona
|
$1.34M
|
+$1.33M
|
+34,594
|
New
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$1.28M
|
+$387K
|
+10,054
|
+44%
|
|
|
28
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.25M
|
+$615
|
+16
|
+0%
|
|
|
29
|
FundX Investment Group
San Francisco,
California
|
$1.25M
|
+$1.24M
|
+32,194
|
New
|
|
|
30
|
Cribstone Capital Management
Augusta,
Maine
|
$1.14M
|
-$13.4K
|
-348
|
-1%
|
|
|
31
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.11M
|
+$17.4K
|
+452
|
+2%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.09M
|
+$454K
|
+11,796
|
+72%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$1.05M
|
+$158K
|
+4,098
|
+18%
|
|
|
34
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.03M
|
+$24.9K
|
+648
|
+2%
|
|
|
35
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.02M
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.01M
|
+$373K
|
+9,686
|
+59%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$999K
|
+$360K
|
+9,368
|
+57%
|
|
|
38
|
|
$998K
|
+$80.4K
|
+2,090
|
+9%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$915K
|
+$910K
|
+23,670
|
New
|
|
|
40
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$879K
|
-$7.69K
|
-200
|
-0.9%
|
|
|
41
|
Pitcairn
Conshohocken,
Pennsylvania
|
$825K
|
-$30.8K
|
-800
|
-4%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$748K
|
-$228K
|
-5,924
|
-23%
|
|
|
43
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$707K
|
–
|
–
|
–
|
|
|
44
|
Bangor Savings Bank
Bangor,
Maine
|
$693K
|
–
|
–
|
–
|
|
|
45
|
United Capital Financial Advisors
Irving,
Texas
|
$683K
|
+$164K
|
+4,268
|
+32%
|
|
|
46
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$677K
|
+$22.5K
|
+584
|
+3%
|
|
|
47
|
Baker Avenue Asset Management
San Francisco,
California
|
$667K
|
-$1.49M
|
-38,660
|
-69%
|
|
|
48
|
Bailard
Foster City,
California
|
$661K
|
+$26.9K
|
+700
|
+4%
|
|
|
49
|
Destination Wealth Management
Walnut Creek,
California
|
$658K
|
+$446K
|
+11,590
|
+213%
|
|
|
50
|
Patriot Wealth Management
Houston,
Texas
|
$653K
|
–
|
–
|
–
|
|
