|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.03M
|
+$174K
|
+4,046
|
+10%
|
|
|
27
|
Institute for Wealth Management
Denver,
Colorado
|
$2.01M
|
+$1.98M
|
+46,163
|
New
|
|
|
28
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.99M
|
+$162K
|
+3,764
|
+9%
|
|
|
29
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$1.95M
|
-$160K
|
-3,716
|
-8%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.91M
|
+$460K
|
+10,706
|
+32%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$1.83M
|
+$176K
|
+4,091
|
+11%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.79M
|
+$323K
|
+7,513
|
+22%
|
|
|
33
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.78M
|
-$112K
|
-2,595
|
-6%
|
|
|
34
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.74M
|
+$98.9K
|
+2,301
|
+6%
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$1.72M
|
+$102K
|
+2,379
|
+6%
|
|
|
36
|
Equitable Holdings
New York
|
$1.71M
|
+$265K
|
+6,164
|
+19%
|
|
|
37
|
Accredited Investors
Edina,
Minnesota
|
$1.7M
|
+$245K
|
+5,709
|
+17%
|
|
|
38
|
SoFi Wealth
San Francisco,
California
|
$1.68M
|
+$634K
|
+14,749
|
+62%
|
|
|
39
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.67M
|
+$946
|
+22
|
+0.1%
|
|
|
40
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.6M
|
+$396K
|
+9,214
|
+34%
|
|
|
41
|
HSBC Holdings
London,
United Kingdom
|
$1.57M
|
+$1.55M
|
+36,100
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
-$311K
|
-7,223
|
-17%
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$1.54M
|
+$227K
|
+5,279
|
+18%
|
|
|
44
|
|
$1.54M
|
-$13.7K
|
-319
|
-0.9%
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.53M
|
+$169K
|
+3,924
|
+13%
|
|
|
46
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.51M
|
+$1.49M
|
+34,728
|
New
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.49M
|
+$791K
|
+18,399
|
+116%
|
|
|
48
|
|
$1.39M
|
-$5.67M
|
-131,894
|
-80%
|
|
|
49
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.31M
|
-$28.7K
|
-668
|
-2%
|
|
|
50
|
Tarbox Family Office
Newport Beach,
California
|
$1.3M
|
+$2.15K
|
+50
|
+0.2%
|
|
