|
26
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$1.92M
|
+$437K
|
+8,713
|
+30%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.76M
|
+$952K
|
+18,963
|
+119%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.72M
|
+$17.4K
|
+347
|
+1%
|
|
|
29
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.6M
|
+$813K
|
+16,195
|
+104%
|
|
|
30
|
Stephens Inc
Little Rock,
Arkansas
|
$1.59M
|
-$15.1K
|
-300
|
-0.9%
|
|
|
31
|
Atria Wealth Solutions
New York
|
$1.58M
|
+$51.7K
|
+1,031
|
+3%
|
|
|
32
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.58M
|
+$51.7K
|
+1,031
|
+3%
|
|
|
33
|
Private Wealth Partners
Mill Valley,
California
|
$1.52M
|
-$838K
|
-16,700
|
-36%
|
|
|
34
|
United Capital Financial Advisors
Irving,
Texas
|
$1.36M
|
+$976K
|
+19,447
|
+254%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.13M
|
+$83.6K
|
+1,665
|
+8%
|
|
|
36
|
Elmwood Wealth Management
Berkeley,
California
|
$995K
|
+$514K
|
+10,250
|
+108%
|
|
|
37
|
Perigon Wealth Management
San Francisco,
California
|
$965K
|
+$961K
|
+19,157
|
New
|
|
|
38
|
Burford Brothers
Dallas,
Texas
|
$846K
|
-$853
|
-17
|
-0.1%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$838K
|
+$378K
|
+7,531
|
+83%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$816K
|
+$53.8K
|
+1,072
|
+7%
|
|
|
41
|
McGowan Group Asset Management
Dallas,
Texas
|
$756K
|
+$503K
|
+10,012
|
+200%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$708K
|
-$4.47K
|
-89
|
-0.6%
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$708K
|
+$105K
|
+2,085
|
+17%
|
|
|
44
|
Synovus Financial
Columbus,
Georgia
|
$646K
|
+$5.22K
|
+104
|
+0.8%
|
|
|
45
|
TD Capital Management
Memphis,
Tennessee
|
$636K
|
+$8.23K
|
+164
|
+1%
|
|
|
46
|
Rock Point Advisors
Burlington,
Vermont
|
$613K
|
–
|
–
|
–
|
|
|
47
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$589K
|
-$605K
|
-12,062
|
-51%
|
|
|
48
|
Synergy Financial Group
San Ramon,
California
|
$508K
|
+$193K
|
+3,844
|
+62%
|
|
|
49
|
Buska Wealth Management
Wausau,
Wisconsin
|
$484K
|
+$482K
|
+9,609
|
New
|
|
|
50
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$477K
|
-$95.4K
|
-1,900
|
-17%
|
|
