|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.27M
|
+$194K
|
+7,135
|
+5%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.67M
|
+$1.75M
|
+64,508
|
+84%
|
|
|
28
|
|
$3.45M
|
+$2.5M
|
+92,039
|
+227%
|
|
|
29
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.21M
|
+$393K
|
+14,453
|
+13%
|
|
|
30
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$3.19M
|
+$82.2K
|
+3,027
|
+3%
|
|
|
31
|
Collective Family Office
York,
Pennsylvania
|
$2.97M
|
+$3.1M
|
+114,041
|
New
|
|
|
32
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.92M
|
-$1.62M
|
-59,750
|
-35%
|
|
|
33
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$2.91M
|
-$69.1K
|
-2,544
|
-2%
|
|
|
34
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.47M
|
+$390K
|
+14,353
|
+18%
|
|
|
35
|
Valmark Advisers
Akron,
Ohio
|
$2.21M
|
+$83.2K
|
+3,062
|
+4%
|
|
|
36
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$2.18M
|
+$28K
|
+1,029
|
+1%
|
|
|
37
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.06M
|
+$214K
|
+7,893
|
+11%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$2.05M
|
-$67.8K
|
-2,494
|
-3%
|
|
|
39
|
Tempus Wealth Planning
Irvine,
California
|
$1.78M
|
-$2.4M
|
-88,355
|
-56%
|
|
|
40
|
NFP Retirement Inc
Aliso Viejo,
California
|
$1.76M
|
+$150K
|
+5,508
|
+9%
|
|
|
41
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.51M
|
+$471K
|
+17,334
|
+42%
|
|
|
42
|
Park Avenue Securities
New York
|
$1.42M
|
+$117K
|
+4,308
|
+9%
|
|
|
43
|
Atria Investments
Charlotte,
North Carolina
|
$1.37M
|
+$1.43M
|
+52,629
|
New
|
|
|
44
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.3M
|
+$311K
|
+11,431
|
+30%
|
|
|
45
|
Riversedge Advisors
Wilmington,
Delaware
|
$1.29M
|
+$107K
|
+3,944
|
+9%
|
|
|
46
|
Trek Financial
Scottsdale,
Arizona
|
$1.18M
|
+$1.23M
|
+45,185
|
New
|
|
|
47
|
Elmwood Wealth Management
Berkeley,
California
|
$1.14M
|
+$1.19M
|
+43,693
|
New
|
|
|
48
|
Oppenheimer & Co
New York
|
$1.03M
|
-$20.4K
|
-750
|
-2%
|
|
|
49
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1M
|
+$50.1K
|
+1,844
|
+5%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$1M
|
+$160K
|
+5,885
|
+18%
|
|
