|
26
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.15M
|
+$4.8M
|
+100,472
|
+1,547%
|
|
|
27
|
|
$5.11M
|
+$641K
|
+13,419
|
+14%
|
|
|
28
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.89M
|
+$10.1K
|
+211
|
+0.2%
|
|
|
29
|
Sharper & Granite
El Segundo,
California
|
$4.76M
|
-$75.5K
|
-1,580
|
-2%
|
|
|
30
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$4.57M
|
+$799K
|
+16,712
|
+21%
|
|
|
31
|
Insight Advisors
Newtown,
Pennsylvania
|
$4.12M
|
+$4.09M
|
+85,637
|
New
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.91M
|
+$139K
|
+2,914
|
+4%
|
|
|
33
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.78M
|
+$1.76M
|
+36,886
|
+90%
|
|
|
34
|
Defined Financial Planning
San Rafael,
California
|
$3.73M
|
+$612K
|
+12,813
|
+20%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.19M
|
+$429K
|
+8,967
|
+16%
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$2.98M
|
–
|
–
|
–
|
|
|
37
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.87M
|
–
|
–
|
–
|
|
|
38
|
Curi RMB Capital
Chicago,
Illinois
|
$2.77M
|
+$26.7K
|
+559
|
+1%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.69M
|
+$303K
|
+6,344
|
+13%
|
|
|
40
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.67M
|
+$2.65M
|
+55,461
|
New
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$2.54M
|
+$68.3K
|
+1,428
|
+3%
|
|
|
42
|
Flow Traders U.S.
New York
|
$2.52M
|
+$2.51M
|
+52,440
|
New
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$2.52M
|
-$644K
|
-13,475
|
-20%
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.51M
|
+$57.2K
|
+1,197
|
+2%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.46M
|
+$386K
|
+8,069
|
+19%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$2.41M
|
+$2.06M
|
+43,092
|
+615%
|
|
|
47
|
CSM Advisors
Warrendale,
Pennsylvania
|
$2.39M
|
–
|
–
|
–
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$2.34M
|
+$148K
|
+3,101
|
+7%
|
|
|
49
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.29M
|
-$297K
|
-6,205
|
-12%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$2.25M
|
-$3.11K
|
-65
|
-0.1%
|
|
