|
26
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$7.48M
|
–
|
–
|
–
|
|
|
27
|
AssetMark Inc
Concord,
California
|
$7.38M
|
-$4.7M
|
-62,073
|
-40%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.77M
|
+$729K
|
+9,633
|
+13%
|
|
|
29
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.7M
|
-$3.8M
|
-50,228
|
-37%
|
|
|
30
|
|
$6.23M
|
-$15M
|
-198,074
|
-71%
|
|
|
31
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$6.05M
|
+$574K
|
+7,585
|
+11%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5.93M
|
+$359K
|
+4,748
|
+7%
|
|
|
33
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$5.73M
|
+$709K
|
+9,374
|
+15%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$5.71M
|
+$18.7K
|
+247
|
+0.3%
|
|
|
35
|
TrueWealth Advisors
Birmingham,
Alabama
|
$5.58M
|
-$156K
|
-2,056
|
-3%
|
|
|
36
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$5.5M
|
+$1.18M
|
+15,628
|
+29%
|
|
|
37
|
Concord Wealth Partners
Abingdon,
Virginia
|
$5.5M
|
+$1.89M
|
+24,956
|
+56%
|
|
|
38
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.5M
|
+$1.69M
|
+22,379
|
+47%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.22M
|
+$1.78M
|
+23,535
|
+55%
|
|
|
40
|
Bailard
Foster City,
California
|
$4.98M
|
+$99.3K
|
+1,312
|
+2%
|
|
|
41
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$4.98M
|
+$1.25M
|
+16,458
|
+35%
|
|
|
42
|
GHP Investment Advisors
Denver,
Colorado
|
$4.75M
|
+$1.51K
|
+20
|
+0%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$4.71M
|
-$630K
|
-8,332
|
-12%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$4.52M
|
-$2.5K
|
-33
|
-0.1%
|
|
|
45
|
ADG Wealth Management Group
Metairie,
Louisiana
|
$4.5M
|
+$35K
|
+463
|
+0.8%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.05M
|
-$1.39M
|
-18,358
|
-26%
|
|
|
47
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.97M
|
-$978K
|
-12,923
|
-20%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$3.79M
|
+$1.25M
|
+16,516
|
+52%
|
|
|
49
|
EWG Elevate
Roseville,
California
|
$3.72M
|
+$3.57M
|
+47,154
|
New
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$3.46M
|
+$2.21M
|
+29,151
|
+198%
|
|
