|
26
|
Collective Family Office
York,
Pennsylvania
|
$4.23M
|
+$1.23M
|
+46,121
|
+40%
|
|
|
27
|
Flow Traders U.S.
New York
|
$3.57M
|
+$3.59M
|
+135,154
|
New
|
|
|
28
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3.5M
|
+$1.01M
|
+37,818
|
+40%
|
|
|
29
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$3.46M
|
+$222K
|
+8,367
|
+7%
|
|
|
30
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.23M
|
-$32.2K
|
-1,210
|
-1%
|
|
|
31
|
|
$3.14M
|
-$369K
|
-13,887
|
-10%
|
|
|
32
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$3.07M
|
+$210K
|
+7,902
|
+7%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.99M
|
-$743K
|
-27,955
|
-20%
|
|
|
34
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$2.54M
|
+$324K
|
+12,173
|
+15%
|
|
|
35
|
|
$2.39M
|
-$7.61M
|
-286,396
|
-76%
|
|
|
36
|
Valmark Advisers
Akron,
Ohio
|
$2.26M
|
+$16.6K
|
+623
|
+0.7%
|
|
|
37
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.08M
|
-$5.08K
|
-191
|
-0.2%
|
|
|
38
|
NFP Retirement Inc
Aliso Viejo,
California
|
$2.08M
|
+$298K
|
+11,209
|
+17%
|
|
|
39
|
Tempus Wealth Planning
Irvine,
California
|
$2M
|
+$201K
|
+7,552
|
+11%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$1.81M
|
+$1.04M
|
+39,050
|
+132%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$1.71M
|
-$381K
|
-14,338
|
-18%
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$1.7M
|
+$1.68M
|
+63,044
|
+4,925%
|
|
|
43
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.69M
|
+$156K
|
+5,860
|
+10%
|
|
|
44
|
Riversedge Advisors
Wilmington,
Delaware
|
$1.68M
|
+$375K
|
+14,116
|
+29%
|
|
|
45
|
Park Avenue Securities
New York
|
$1.62M
|
+$184K
|
+6,921
|
+13%
|
|
|
46
|
HM Payson & Co
Portland,
Maine
|
$1.42M
|
+$435K
|
+16,361
|
+44%
|
|
|
47
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.39M
|
+$71.1K
|
+2,674
|
+5%
|
|
|
48
|
Elmwood Wealth Management
Berkeley,
California
|
$1.38M
|
+$222K
|
+8,340
|
+19%
|
|
|
49
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.3M
|
+$287K
|
+10,788
|
+28%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$1.15M
|
+$133K
|
+5,013
|
+13%
|
|
