|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.01M
|
+$172K
|
+6,725
|
+4%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$3.57M
|
+$204K
|
+7,936
|
+6%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.57M
|
+$2.31M
|
+90,255
|
+185%
|
|
|
29
|
Paradiem
Covington,
Louisiana
|
$3.48M
|
–
|
–
|
–
|
|
|
30
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.43M
|
+$5.64K
|
+220
|
+0.2%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.43M
|
-$19.1M
|
-744,431
|
-85%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$3.09M
|
+$309K
|
+12,033
|
+11%
|
|
|
33
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.05M
|
+$145K
|
+5,656
|
+5%
|
|
|
34
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.67M
|
+$897K
|
+34,956
|
+51%
|
|
|
35
|
PSI Advisors
Tampa,
Florida
|
$2.65M
|
+$2.65M
|
+103,274
|
New
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.54M
|
-$218K
|
-8,499
|
-8%
|
|
|
37
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.54M
|
+$25K
|
+975
|
+1%
|
|
|
38
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.49M
|
+$5.16K
|
+201
|
+0.2%
|
|
|
39
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.46M
|
-$254K
|
-9,884
|
-9%
|
|
|
40
|
Sonata Capital Group
Seattle,
Washington
|
$2.46M
|
+$10K
|
+390
|
+0.4%
|
|
|
41
|
|
$2.4M
|
+$274K
|
+10,676
|
+13%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
-$66.5K
|
-2,593
|
-3%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$2.31M
|
-$1.38M
|
-53,932
|
-37%
|
|
|
44
|
Moseley Investment Management
Bradenton,
Florida
|
$2.13M
|
+$691K
|
+26,929
|
+48%
|
|
|
45
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.88M
|
+$436
|
+17
|
+0%
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.84M
|
-$66.4K
|
-2,587
|
-3%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$1.79M
|
+$840K
|
+32,740
|
+89%
|
|
|
48
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.76M
|
+$462
|
+18
|
+0%
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
$1.76M
|
+$547K
|
+21,329
|
+45%
|
|
|
50
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.75M
|
-$122K
|
-4,772
|
-7%
|
|
