|
26
|
Innealta Capital
Austin,
Texas
|
$6.06M
|
-$595
|
-22
|
-0%
|
|
|
27
|
Franklin Resources
San Mateo,
California
|
$5.61M
|
+$5.68M
|
+209,984
|
+9,532%
|
|
|
28
|
Pacific Financial Group
Bellevue,
Washington
|
$5.61M
|
+$2.19M
|
+81,071
|
+62%
|
|
|
29
|
Portside Wealth Group
Provo,
Utah
|
$5.18M
|
+$2.34M
|
+86,547
|
+79%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.14M
|
+$1.85M
|
+68,477
|
+54%
|
|
|
31
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$4.94M
|
+$5.05M
|
+186,711
|
New
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.74M
|
+$1.73M
|
+63,829
|
+55%
|
|
|
33
|
Lazard Asset Management
New York
|
$3.98M
|
-$568K
|
-21,004
|
-12%
|
|
|
34
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$3.63M
|
-$31.4K
|
-1,161
|
-0.8%
|
|
|
35
|
Old Mission Capital
Chicago,
Illinois
|
$3.18M
|
+$2.5M
|
+92,352
|
+332%
|
|
|
36
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.79M
|
+$2.85M
|
+105,363
|
New
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.78M
|
-$84.9K
|
-3,139
|
-3%
|
|
|
38
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.71M
|
+$2.5M
|
+92,513
|
New
|
|
|
39
|
|
$2.71M
|
+$2.5M
|
+92,513
|
New
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$434K
|
+16,047
|
+19%
|
|
|
41
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.36M
|
+$950K
|
+35,136
|
+65%
|
|
|
42
|
Vontobel Asset Management
New York
|
$2.18M
|
+$2.2M
|
+81,300
|
New
|
|
|
43
|
Vontobel Holding
Zurich,
Switzerland
|
$2.15M
|
–
|
–
|
–
|
|
|
44
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.13M
|
-$193K
|
-7,130
|
-8%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.99M
|
+$26K
|
+962
|
+1%
|
|
|
46
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.98M
|
+$204K
|
+7,555
|
+11%
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$1.9M
|
+$442K
|
+16,348
|
+31%
|
|
|
48
|
Wallace Advisory Group
Lafayette,
California
|
$1.75M
|
+$1.75M
|
+64,517
|
New
|
|
|
49
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.7M
|
+$45.5K
|
+1,681
|
+3%
|
|
|
50
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.7M
|
+$390K
|
+14,406
|
+29%
|
|
