|
26
|
Atria Wealth Solutions
New York
|
$16.8M
|
+$4.44M
|
+24,793
|
+31%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$15.8M
|
+$20.6K
|
+115
|
+0.1%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$15.6M
|
+$845K
|
+4,715
|
+5%
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
$15.5M
|
+$5.2M
|
+29,000
|
+43%
|
|
|
30
|
Morningstar Investment Management
Chicago,
Illinois
|
$15.5M
|
+$6.4M
|
+35,702
|
+59%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$15.4M
|
+$489K
|
+2,727
|
+3%
|
|
|
32
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$15.3M
|
+$117K
|
+650
|
+0.7%
|
|
|
33
|
PFG Advisors
Phoenix,
Arizona
|
$13.9M
|
+$292K
|
+1,631
|
+2%
|
|
|
34
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$13.2M
|
+$286K
|
+1,595
|
+2%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.1M
|
-$540K
|
-3,010
|
-4%
|
|
|
36
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$11.5M
|
+$101K
|
+564
|
+0.8%
|
|
|
37
|
Freedom Investment Management
Hartford,
Connecticut
|
$11M
|
+$868K
|
+4,843
|
+8%
|
|
|
38
|
MAI Capital Management
Independence,
Ohio
|
$10.6M
|
+$156K
|
+872
|
+1%
|
|
|
39
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.9M
|
-$21.2M
|
-118,066
|
-66%
|
|
|
40
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$9.86M
|
+$11M
|
+61,128
|
New
|
|
|
41
|
RWA Wealth Partners
Newton,
Massachusetts
|
$9.74M
|
-$184K
|
-1,028
|
-2%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$9.58M
|
-$388K
|
-2,162
|
-4%
|
|
|
43
|
Yoder Wealth Management
Walnut Creek,
California
|
$9.09M
|
+$1.37M
|
+7,652
|
+16%
|
|
|
44
|
King Wealth Management Group
Naples,
Florida
|
$9.08M
|
-$232K
|
-1,294
|
-2%
|
|
|
45
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$9.05M
|
+$3.11M
|
+17,377
|
+40%
|
|
|
46
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$8.68M
|
-$853K
|
-4,758
|
-8%
|
|
|
47
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$8.43M
|
+$27.2M
|
+151,950
|
+1,754%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$8M
|
-$57.2K
|
-319
|
-0.6%
|
|
|
49
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$7.81M
|
+$5.47M
|
+30,492
|
+170%
|
|
|
50
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$7.67M
|
+$1.09M
|
+6,085
|
+15%
|
|
