|
26
|
Raymond James Financial
St Petersburg,
Florida
|
$391K
|
+$392K
|
+3,148
|
New
|
|
|
27
|
NWAM LLC
Mercer Island,
Washington
|
$374K
|
-$3.49K
|
-28
|
-0.9%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$334K
|
+$335K
|
+2,692
|
New
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$315K
|
+$317K
|
+2,542
|
New
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$288K
|
+$221K
|
+1,770
|
+322%
|
|
|
31
|
|
$270K
|
-$1.78M
|
-14,319
|
-87%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$242K
|
+$243K
|
+1,949
|
New
|
|
|
33
|
Atomi Financial Group
New York
|
$215K
|
+$216K
|
+1,730
|
New
|
|
|
34
|
|
$215K
|
-$14.6K
|
-117
|
-6%
|
|
|
35
|
Mather Group
Chicago,
Illinois
|
$186K
|
–
|
–
|
–
|
|
|
36
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$68.9K
|
+$69.2K
|
+555
|
New
|
|
|
37
|
|
$68.4K
|
+$125
|
+1
|
+0.2%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$66K
|
–
|
–
|
–
|
|
|
39
|
Flagship Wealth Advisors
Wakefield,
Massachusetts
|
$62K
|
+$62.3K
|
+500
|
New
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$60.3K
|
+$60.6K
|
+486
|
New
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$39.6K
|
–
|
–
|
–
|
|
|
42
|
Main Street Group
Glen Allen,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$18.6K
|
+$18.7K
|
+150
|
New
|
|
|
44
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$12.4K
|
–
|
–
|
–
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$4.71K
|
–
|
–
|
–
|
|
|
46
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.49K
|
–
|
–
|
–
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$82
|
–
|
–
|
–
|
|
|
48
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
–
|
-$1.75M
|
-14,648
|
Closed
|
|
|
49
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$1.21K
|
-10
|
Closed
|
|
