|
51
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.61M
|
+$669K
|
+14,039
|
+23%
|
|
|
52
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$3.55M
|
+$149K
|
+3,120
|
+4%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$3.45M
|
+$137K
|
+2,877
|
+4%
|
|
|
54
|
Atria Wealth Solutions
New York
|
$3.42M
|
+$3.39M
|
+71,148
|
New
|
|
|
55
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.32M
|
+$101K
|
+2,129
|
+3%
|
|
|
56
|
Richard Bernstein Advisors
New York
|
$3.32M
|
+$628K
|
+13,193
|
+24%
|
|
|
57
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.3M
|
+$312K
|
+6,553
|
+11%
|
|
|
58
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.11M
|
+$766K
|
+16,090
|
+33%
|
|
|
59
|
Bartlett & Co
Cincinnati,
Ohio
|
$3.06M
|
+$1.81K
|
+38
|
+0.1%
|
|
|
60
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.06M
|
+$1.81K
|
+38
|
+0.1%
|
|
|
61
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.84M
|
-$1.95M
|
-40,906
|
-41%
|
|
|
62
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$2.71M
|
+$132K
|
+2,766
|
+5%
|
|
|
63
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$2.69M
|
+$2.66M
|
+55,942
|
New
|
|
|
64
|
Trilogy Capital
Irvine,
California
|
$2.68M
|
+$78.6K
|
+1,650
|
+3%
|
|
|
65
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.55M
|
+$768K
|
+16,124
|
+44%
|
|
|
66
|
Cable Hill Partners
Portland,
Oregon
|
$2.49M
|
+$137K
|
+2,872
|
+6%
|
|
|
67
|
Parkside Advisors
Berkeley,
California
|
$2.45M
|
+$1.07M
|
+22,446
|
+79%
|
|
|
68
|
WealthSource Partners
San Luis Obispo,
California
|
$2.45M
|
+$1.82M
|
+38,195
|
+299%
|
|
|
69
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$2.41M
|
-$101K
|
-2,126
|
-4%
|
|
|
70
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$2.4M
|
-$38.5K
|
-809
|
-2%
|
|
|
71
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$2.35M
|
-$1.94M
|
-40,819
|
-45%
|
|
|
72
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.32M
|
+$449K
|
+9,417
|
+24%
|
|
|
73
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.28M
|
+$10.7K
|
+224
|
+0.5%
|
|
|
74
|
Corient Private Wealth
Miami,
Florida
|
$2.27M
|
+$378K
|
+7,943
|
+20%
|
|
|
75
|
Prudential Financial
Newark,
New Jersey
|
$2.15M
|
+$2.13M
|
+44,744
|
New
|
|
