|
26
|
RWA Wealth Partners
Newton,
Massachusetts
|
$3.54M
|
-$150K
|
-3,141
|
-4%
|
|
|
27
|
AGF Management
Toronto,
Ontario, Canada
|
$3.53M
|
+$1.68M
|
+35,211
|
+107%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$3.33M
|
+$2.23M
|
+46,730
|
+267%
|
|
|
29
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$3.2M
|
-$261K
|
-5,451
|
-8%
|
|
|
30
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$2.94M
|
+$2.72M
|
+56,875
|
New
|
|
|
31
|
Win Advisors
Palm Beach Gardens,
Florida
|
$2.93M
|
+$2.7M
|
+56,508
|
New
|
|
|
32
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.75M
|
-$103K
|
-2,160
|
-4%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$2.69M
|
+$335K
|
+6,997
|
+16%
|
|
|
34
|
GSB Wealth Management
Guilford,
Connecticut
|
$2.65M
|
+$1.7M
|
+35,623
|
+228%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$2.57M
|
+$2.37M
|
+49,464
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$2.4M
|
+$72.7K
|
+1,521
|
+3%
|
|
|
37
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.38M
|
+$359K
|
+7,501
|
+19%
|
|
|
38
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.35M
|
+$52.1K
|
+1,090
|
+2%
|
|
|
39
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$2.34M
|
-$19.4K
|
-405
|
-0.9%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.33M
|
+$697K
|
+14,579
|
+48%
|
|
|
41
|
Avantax Advisory Services
Dallas,
Texas
|
$2.27M
|
+$872K
|
+18,234
|
+71%
|
|
|
42
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$2.14M
|
+$123K
|
+2,566
|
+7%
|
|
|
43
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.05M
|
-$27.4K
|
-572
|
-1%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$1.97M
|
-$55.4K
|
-1,158
|
-3%
|
|
|
45
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$1.94M
|
+$347K
|
+7,257
|
+24%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.94M
|
-$30.7K
|
-641
|
-2%
|
|
|
47
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.86M
|
+$79.7K
|
+1,667
|
+5%
|
|
|
48
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.75M
|
-$63.2K
|
-1,321
|
-4%
|
|
|
49
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.75M
|
-$63.2K
|
-1,321
|
-4%
|
|
|
50
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.75M
|
-$3.63K
|
-76
|
-0.2%
|
|
