|
26
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.88M
|
+$22K
|
+830
|
+0.6%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.7M
|
+$91.4K
|
+3,452
|
+3%
|
|
|
28
|
Quantum Financial Advisors
El Segundo,
California
|
$3.65M
|
+$3.65M
|
+137,917
|
New
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.57M
|
-$612K
|
-23,116
|
-15%
|
|
|
30
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$3.04M
|
-$636K
|
-24,020
|
-17%
|
|
|
31
|
Paradiem
Covington,
Louisiana
|
$3.04M
|
+$1M
|
+37,792
|
+49%
|
|
|
32
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.99M
|
–
|
–
|
–
|
|
|
33
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.98M
|
-$150K
|
-5,672
|
-5%
|
|
|
34
|
Gateway Advisory
Westfield,
New Jersey
|
$2.84M
|
+$67.3K
|
+2,541
|
+2%
|
|
|
35
|
Central Trust Company
Jefferson City,
Missouri
|
$2.61M
|
+$772K
|
+29,161
|
+42%
|
|
|
36
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.56M
|
+$2.65K
|
+100
|
+0.1%
|
|
|
37
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.5M
|
-$265K
|
-10,000
|
-10%
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.42M
|
-$229K
|
-8,656
|
-9%
|
|
|
39
|
Sonata Capital Group
Seattle,
Washington
|
$2.38M
|
+$723K
|
+27,325
|
+44%
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$2.36M
|
-$455K
|
-17,173
|
-16%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.36M
|
-$287K
|
-10,859
|
-11%
|
|
|
42
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.2M
|
+$1.17K
|
+44
|
+0.1%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.19M
|
+$1.91M
|
+72,284
|
+697%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$2.14M
|
-$1.37M
|
-51,933
|
-39%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$2.07M
|
-$180K
|
-6,791
|
-8%
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.01M
|
-$111K
|
-4,175
|
-5%
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$1.88M
|
-$253K
|
-9,576
|
-12%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.88M
|
+$514K
|
+19,409
|
+38%
|
|
|
49
|
Leo Wealth LLC
Hurst,
Texas
|
$1.87M
|
+$1.08K
|
+41
|
+0.1%
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.8M
|
-$209K
|
-7,914
|
-10%
|
|
