|
26
|
UBS Group
Zurich,
Switzerland
|
$7.48M
|
-$4.16M
|
-159,126
|
-35%
|
|
|
27
|
Avidian Wealth Enterprises
Houston,
Texas
|
$7.25M
|
-$4.26M
|
-162,610
|
-37%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$6.27M
|
-$1.1M
|
-42,014
|
-15%
|
|
|
29
|
Empirical Wealth Management
Seattle,
Washington
|
$6.27M
|
-$3.1M
|
-118,344
|
-33%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.24M
|
+$4.73M
|
+180,908
|
+292%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$5.78M
|
+$1.65M
|
+63,064
|
+39%
|
|
|
32
|
Riversedge Advisors
Wilmington,
Delaware
|
$5.21M
|
-$679K
|
-25,934
|
-11%
|
|
|
33
|
CX Institutional
Auburn,
Indiana
|
$4.96M
|
+$5.06M
|
+193,168
|
New
|
|
|
34
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$4.95M
|
+$5.05M
|
+192,790
|
New
|
|
|
35
|
PFS Investments
Duluth,
Georgia
|
$4.04M
|
+$966K
|
+36,896
|
+31%
|
|
|
36
|
Meeder Asset Management
Dublin,
Ohio
|
$4.01M
|
+$943K
|
+36,028
|
+30%
|
|
|
37
|
Beta Wealth Group
San Diego,
California
|
$3.69M
|
+$1.61M
|
+61,362
|
+75%
|
|
|
38
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$3.58M
|
-$61.9K
|
-2,366
|
-2%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$3.43M
|
+$3.27M
|
+124,950
|
+1,433%
|
|
|
40
|
Orcam Financial Group
Encinitas,
California
|
$3.38M
|
+$184K
|
+7,044
|
+6%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.35M
|
+$3.42M
|
+130,546
|
New
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$3.27M
|
–
|
–
|
–
|
|
|
43
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$3.18M
|
+$3.24M
|
+123,618
|
New
|
|
|
44
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.07M
|
+$3.12M
|
+119,382
|
New
|
|
|
45
|
Renaissance Technologies
New York
|
$3.06M
|
+$3.12M
|
+119,200
|
New
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$2.98M
|
+$1.73K
|
+66
|
+0.1%
|
|
|
47
|
Mather Group
Chicago,
Illinois
|
$2.95M
|
+$2.74M
|
+104,564
|
+1,018%
|
|
|
48
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.8M
|
+$1.99M
|
+76,208
|
+232%
|
|
|
49
|
|
$2.8M
|
+$2.85M
|
+109,000
|
New
|
|
|
50
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.71M
|
+$1.94M
|
+74,254
|
+245%
|
|
