|
26
|
White Pine Investment Company
Livonia,
Michigan
|
$1.72M
|
+$64.8K
|
+1,265
|
+4%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$1.44M
|
+$451K
|
+8,793
|
+44%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$1.42M
|
-$482K
|
-9,412
|
-25%
|
|
|
29
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.3M
|
-$27K
|
-526
|
-2%
|
|
|
30
|
CoreCap Advisors
Southfield,
Michigan
|
$1.21M
|
-$409K
|
-7,985
|
-25%
|
|
|
31
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.2M
|
-$183K
|
-3,567
|
-13%
|
|
|
32
|
Bank of New York Mellon
New York
|
$1.02M
|
-$345K
|
-6,724
|
-25%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$985K
|
+$1.01M
|
+19,771
|
New
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$968K
|
+$996K
|
+19,435
|
New
|
|
|
35
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$810K
|
-$147K
|
-2,877
|
-15%
|
|
|
36
|
American Trust
Lexington,
Kentucky
|
$797K
|
+$819K
|
+15,987
|
New
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$785K
|
-$294K
|
-5,729
|
-27%
|
|
|
38
|
|
$746K
|
-$66.1K
|
-1,290
|
-8%
|
|
|
39
|
ICA Group Wealth Management
Denver,
Colorado
|
$669K
|
+$733K
|
+14,299
|
New
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$557K
|
-$1.02K
|
-20
|
-0.2%
|
|
|
41
|
Avidian Wealth Enterprises
Houston,
Texas
|
$525K
|
+$177K
|
+3,451
|
+49%
|
|
|
42
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$508K
|
+$6.41K
|
+125
|
+1%
|
|
|
43
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$505K
|
+$10.5K
|
+205
|
+2%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$471K
|
+$102K
|
+1,991
|
+27%
|
|
|
45
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$436K
|
-$223K
|
-4,349
|
-32%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$356K
|
+$29.1K
|
+568
|
+9%
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$335K
|
–
|
–
|
–
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$330K
|
-$46.3K
|
-903
|
-12%
|
|
|
49
|
SkyOak Wealth
Southfield,
Michigan
|
$324K
|
-$51.2K
|
-1,000
|
-13%
|
|
|
50
|
Western Wealth Management
Golden,
Colorado
|
$324K
|
+$333K
|
+6,497
|
New
|
|
