|
26
|
Beacon Financial Group
Dallas,
Texas
|
$4.69M
|
+$357K
|
+5,903
|
+9%
|
|
|
27
|
GHP Investment Advisors
Denver,
Colorado
|
$4.29M
|
-$79.2K
|
-1,309
|
-2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$4.15M
|
+$181K
|
+2,985
|
+5%
|
|
|
29
|
Bailard
Foster City,
California
|
$3.28M
|
+$14.7K
|
+243
|
+0.5%
|
|
|
30
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.06M
|
-$57.9K
|
-957
|
-2%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$2.94M
|
+$2.76M
|
+45,563
|
New
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$2.9M
|
-$41.7K
|
-689
|
-2%
|
|
|
33
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.67M
|
-$28.5K
|
-471
|
-1%
|
|
|
34
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.56M
|
-$474K
|
-7,826
|
-16%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.5M
|
-$165K
|
-2,730
|
-7%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.36M
|
-$653K
|
-10,796
|
-23%
|
|
|
37
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.27M
|
+$164K
|
+2,709
|
+8%
|
|
|
38
|
Sunbelt Securities
Houston,
Texas
|
$2.03M
|
+$159K
|
+2,624
|
+9%
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$1.94M
|
–
|
–
|
–
|
|
|
40
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.92M
|
-$4.54K
|
-75
|
-0.3%
|
|
|
41
|
Prudential Financial
Newark,
New Jersey
|
$1.91M
|
+$257K
|
+4,246
|
+17%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$1.9M
|
+$180K
|
+2,975
|
+11%
|
|
|
43
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.86M
|
-$3.15K
|
-52
|
-0.2%
|
|
|
44
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.55M
|
+$96K
|
+1,586
|
+7%
|
|
|
45
|
Avantax Advisory Services
Dallas,
Texas
|
$1.54M
|
+$241K
|
+3,975
|
+20%
|
|
|
46
|
Park Avenue Securities
New York
|
$1.47M
|
-$213K
|
-3,524
|
-13%
|
|
|
47
|
Financial Life Advisors
San Antonio,
Texas
|
$1.46M
|
-$116K
|
-1,917
|
-8%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.46M
|
-$109K
|
-1,802
|
-7%
|
|
|
49
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.43M
|
-$23.6K
|
-390
|
-2%
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.35M
|
-$884K
|
-14,607
|
-41%
|
|
