|
26
|
Tiemann Investment Advisors
Menlo Park,
California
|
$3.27M
|
+$627K
|
+12,582
|
+24%
|
|
|
27
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3.14M
|
+$3.13M
|
+62,845
|
New
|
|
|
28
|
Atwood & Palmer
Kansas City,
Missouri
|
$2.64M
|
-$2.37M
|
-47,480
|
-47%
|
|
|
29
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.05M
|
-$125K
|
-2,504
|
-6%
|
|
|
30
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$1.97M
|
–
|
–
|
–
|
|
|
31
|
Private Wealth Partners
Mill Valley,
California
|
$1.94M
|
-$39.9K
|
-800
|
-2%
|
|
|
32
|
Stephens Inc
Little Rock,
Arkansas
|
$1.6M
|
–
|
–
|
–
|
|
|
33
|
Atria Wealth Solutions
New York
|
$1.55M
|
-$110K
|
-2,214
|
-7%
|
|
|
34
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.55M
|
+$1.55M
|
+31,057
|
New
|
|
|
35
|
Lido Advisors
Los Angeles,
California
|
$1.4M
|
–
|
–
|
–
|
|
|
36
|
Shufro Rose & Co
New York
|
$1.39M
|
+$119K
|
+2,379
|
+9%
|
|
|
37
|
Elmwood Wealth Management
Berkeley,
California
|
$1.14M
|
-$265K
|
-5,325
|
-19%
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.06M
|
-$134K
|
-2,681
|
-11%
|
|
|
39
|
Navalign LLC
Encino,
California
|
$1M
|
+$999K
|
+20,042
|
New
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$965K
|
+$24.6K
|
+494
|
+3%
|
|
|
41
|
Ignite Planners
San Clemente,
California
|
$939K
|
+$941K
|
+18,867
|
New
|
|
|
42
|
Wiser Wealth Management
Marietta,
Georgia
|
$903K
|
+$902K
|
+18,086
|
New
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$903K
|
-$420K
|
-8,418
|
-32%
|
|
|
44
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$858K
|
+$290K
|
+5,819
|
+51%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$838K
|
+$49.7K
|
+997
|
+6%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$780K
|
+$779K
|
+15,619
|
New
|
|
|
47
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$761K
|
-$227K
|
-4,558
|
-23%
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
$746K
|
-$2.25M
|
-45,147
|
-75%
|
|
|
49
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$711K
|
+$4.49K
|
+90
|
+0.6%
|
|
|
50
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$700K
|
+$698K
|
+14,009
|
New
|
|
