|
26
|
AssetMark Inc
Concord,
California
|
$5M
|
-$154K
|
-2,502
|
-3%
|
|
|
27
|
TrueWealth Advisors
Birmingham,
Alabama
|
$4.43M
|
+$79.6K
|
+1,289
|
+2%
|
|
|
28
|
Beacon Financial Group
Dallas,
Texas
|
$4.1M
|
+$4.12M
|
+66,691
|
New
|
|
|
29
|
GHP Investment Advisors
Denver,
Colorado
|
$4.01M
|
-$88.4K
|
-1,433
|
-2%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.69M
|
+$3.64M
|
+59,017
|
+32,787%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$3.63M
|
+$221K
|
+3,583
|
+6%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.07M
|
-$1.41M
|
-22,849
|
-31%
|
|
|
33
|
Bailard
Foster City,
California
|
$3M
|
+$36K
|
+583
|
+1%
|
|
|
34
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.87M
|
-$83.8K
|
-1,358
|
-3%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.82M
|
-$973K
|
-15,764
|
-25%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.81M
|
+$15.6K
|
+253
|
+0.5%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$2.7M
|
+$573K
|
+9,285
|
+26%
|
|
|
38
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.48M
|
-$60.8K
|
-985
|
-2%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.46M
|
-$34K
|
-551
|
-1%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.1M
|
+$1.17M
|
+18,886
|
+114%
|
|
|
41
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.93M
|
+$2.01M
|
+32,523
|
New
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$1.78M
|
–
|
–
|
–
|
|
|
43
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.77M
|
–
|
–
|
–
|
|
|
44
|
Sunbelt Securities
Houston,
Texas
|
$1.71M
|
+$209K
|
+3,390
|
+13%
|
|
|
45
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.71M
|
-$43.9K
|
-712
|
-2%
|
|
|
46
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.7M
|
+$1.76M
|
+28,593
|
New
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$1.57M
|
+$52.1K
|
+844
|
+3%
|
|
|
48
|
Park Avenue Securities
New York
|
$1.56M
|
-$541K
|
-8,764
|
-25%
|
|
|
49
|
Prudential Financial
Newark,
New Jersey
|
$1.51M
|
+$441K
|
+7,150
|
+39%
|
|
|
50
|
Financial Life Advisors
San Antonio,
Texas
|
$1.45M
|
+$16.3K
|
+264
|
+1%
|
|
