|
26
|
UBS Group
Zurich,
Switzerland
|
$3.01M
|
-$400K
|
-9,751
|
-13%
|
|
|
27
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.63M
|
+$4.06K
|
+99
|
+0.2%
|
|
|
28
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.58M
|
+$2.36M
|
+57,452
|
New
|
|
|
29
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.2M
|
-$143K
|
-3,490
|
-7%
|
|
|
30
|
Zeit Capital
Greenwood Village,
Colorado
|
$2.1M
|
+$90.2K
|
+2,198
|
+5%
|
|
|
31
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$2.03M
|
–
|
–
|
–
|
|
|
32
|
Citadel Advisors
Miami,
Florida
|
$1.87M
|
+$1.11M
|
+27,154
|
+188%
|
|
|
33
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.85M
|
+$1.69M
|
+41,089
|
New
|
|
|
34
|
Principal Financial Group
Des Moines,
Iowa
|
$1.77M
|
-$2.71M
|
-66,000
|
-63%
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$1.76M
|
-$542K
|
-13,215
|
-25%
|
|
|
36
|
|
$1.69M
|
-$42K
|
-1,023
|
-3%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.61M
|
-$77.9K
|
-1,897
|
-5%
|
|
|
38
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.55M
|
+$110K
|
+2,669
|
+8%
|
|
|
39
|
|
$1.54M
|
-$345K
|
-8,417
|
-20%
|
|
|
40
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.53M
|
–
|
–
|
–
|
|
|
41
|
Advisor Resource Council
Dallas,
Texas
|
$1.51M
|
+$1.52M
|
+37,030
|
New
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$1.41M
|
-$164K
|
-3,996
|
-11%
|
|
|
43
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.32M
|
-$123
|
-3
|
-0%
|
|
|
44
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.32M
|
-$134K
|
-3,265
|
-10%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.26M
|
-$122K
|
-2,974
|
-10%
|
|
|
46
|
Asset Management Group
Stamford,
Connecticut
|
$1.18M
|
-$95K
|
-2,315
|
-8%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$1.14M
|
-$133K
|
-3,248
|
-11%
|
|
|
48
|
Prudential Financial
Newark,
New Jersey
|
$1.09M
|
-$921K
|
-22,436
|
-48%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.06M
|
-$752K
|
-18,313
|
-44%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$1.03M
|
+$96.4K
|
+2,350
|
+11%
|
|
