|
51
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.7M
|
+$4.7M
|
+242,769
|
+55%
|
|
|
52
|
Elevation Wealth Partners
Santa Rosa,
California
|
$12.3M
|
+$567K
|
+29,322
|
+5%
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$12.2M
|
+$233K
|
+12,060
|
+2%
|
|
|
54
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$11.8M
|
+$25.1K
|
+1,296
|
+0.2%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$10.8M
|
-$2.53M
|
-131,055
|
-18%
|
|
|
56
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$10.7M
|
+$540K
|
+27,918
|
+5%
|
|
|
57
|
Opes Wealth Management
Menlo Park,
California
|
$10.2M
|
-$972K
|
-50,241
|
-8%
|
|
|
58
|
Prism Advisors
Studio City,
California
|
$10.2M
|
+$10.5M
|
+544,551
|
New
|
|
|
59
|
White Pine Investment Company
Livonia,
Michigan
|
$10.1M
|
-$1.74K
|
-90
|
-0%
|
|
|
60
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.33M
|
-$565K
|
-29,214
|
-6%
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.27M
|
-$1.12M
|
-57,729
|
-10%
|
|
|
62
|
RHS Financial
San Francisco,
California
|
$8.94M
|
-$127K
|
-6,549
|
-1%
|
|
|
63
|
Cobblestone Capital Advisors
Rochester,
New York
|
$8.74M
|
-$789K
|
-40,788
|
-8%
|
|
|
64
|
Eagle Strategies
New York
|
$8.19M
|
+$582K
|
+30,081
|
+7%
|
|
|
65
|
Sterling Financial Planning
Sparta,
New Jersey
|
$7.67M
|
-$19.3K
|
-996
|
-0.2%
|
|
|
66
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$7.37M
|
+$7.9M
|
+408,414
|
New
|
|
|
67
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.37M
|
-$44.9K
|
-2,319
|
-0.6%
|
|
|
68
|
Northland Capital Management
Virginia,
Minnesota
|
$7.36M
|
-$2.02M
|
-104,475
|
-21%
|
|
|
69
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$6.56M
|
+$6.38M
|
+329,610
|
+1,505%
|
|
|
70
|
Prudential Financial
Newark,
New Jersey
|
$6.55M
|
+$1.29M
|
+66,531
|
+23%
|
|
|
71
|
Tiedemann Advisors
New York
|
$6.18M
|
-$1.96M
|
-101,280
|
-23%
|
|
|
72
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.97M
|
+$4.25M
|
+219,780
|
+219%
|
|
|
73
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$5.85M
|
+$3.57M
|
+184,365
|
+143%
|
|
|
74
|
Journey Advisory Group
Covington,
Kentucky
|
$5.7M
|
-$152K
|
-7,851
|
-3%
|
|
|
75
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$5.56M
|
+$981K
|
+50,703
|
+20%
|
|
