|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.12M
|
-$808K
|
-39,914
|
-14%
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$4.89M
|
+$637K
|
+31,504
|
+15%
|
|
|
28
|
Yoder Wealth Management
Walnut Creek,
California
|
$4.57M
|
+$51.4K
|
+2,540
|
+1%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$4.53M
|
+$275K
|
+13,578
|
+6%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$4.34M
|
+$292K
|
+14,452
|
+7%
|
|
|
31
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.23M
|
-$12.2K
|
-602
|
-0.3%
|
|
|
32
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.14M
|
+$799K
|
+39,473
|
+24%
|
|
|
33
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$4.08M
|
+$26.4K
|
+1,304
|
+0.7%
|
|
|
34
|
Central Trust Company
Jefferson City,
Missouri
|
$3.78M
|
+$274K
|
+13,560
|
+8%
|
|
|
35
|
|
$3.42M
|
+$1.2M
|
+59,200
|
+54%
|
|
|
36
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.4M
|
-$267K
|
-13,172
|
-7%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$3.2M
|
-$64.2K
|
-3,172
|
-2%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.17M
|
+$148K
|
+7,308
|
+5%
|
|
|
39
|
Boston Family Office
Boston,
Massachusetts
|
$2.81M
|
+$325K
|
+16,051
|
+13%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.75M
|
+$1.57M
|
+77,626
|
+133%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.7M
|
+$549K
|
+27,126
|
+25%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.57M
|
+$120K
|
+5,952
|
+5%
|
|
|
43
|
LPL Financial
San Diego,
California
|
$1.87M
|
-$78.4K
|
-3,875
|
-4%
|
|
|
44
|
Howland Capital Management
Boston,
Massachusetts
|
$1.75M
|
+$6.07K
|
+300
|
+0.3%
|
|
|
45
|
Valmark Advisers
Akron,
Ohio
|
$1.69M
|
+$530K
|
+26,202
|
+46%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.67M
|
+$63.5K
|
+3,139
|
+4%
|
|
|
47
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.46M
|
–
|
–
|
–
|
|
|
48
|
Eight 31 Financial
Midland,
Texas
|
$1.38M
|
+$68.3K
|
+3,377
|
+5%
|
|
|
49
|
L2 Asset Management
Wayland,
Massachusetts
|
$1.34M
|
+$29.7K
|
+1,470
|
+2%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$1.24M
|
+$1.23M
|
+60,647
|
+5,963%
|
|
