|
26
|
Wells Fargo
San Francisco,
California
|
$5.48M
|
+$517K
|
+8,394
|
+10%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$5.11M
|
+$107K
|
+1,744
|
+2%
|
|
|
28
|
Integris Wealth Management
Monterey,
California
|
$4.99M
|
-$316K
|
-5,140
|
-6%
|
|
|
29
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.82M
|
-$101K
|
-1,644
|
-2%
|
|
|
30
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$4.37M
|
+$4.39M
|
+71,309
|
New
|
|
|
31
|
LPL Financial
San Diego,
California
|
$4.05M
|
+$448K
|
+7,276
|
+12%
|
|
|
32
|
FDx Advisors
Chicago,
Illinois
|
$3.79M
|
-$187K
|
-3,044
|
-5%
|
|
|
33
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3.75M
|
+$1.47M
|
+23,904
|
+64%
|
|
|
34
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$3.63M
|
-$239K
|
-3,878
|
-6%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$3.55M
|
+$552K
|
+8,975
|
+18%
|
|
|
36
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3.13M
|
+$228K
|
+3,712
|
+8%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$2.61M
|
-$3.38K
|
-55
|
-0.1%
|
|
|
38
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.36M
|
-$798K
|
-12,974
|
-25%
|
|
|
39
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.17M
|
+$328K
|
+5,327
|
+18%
|
|
|
40
|
Willis Johnson & Associates
Houston,
Texas
|
$2.14M
|
+$120K
|
+1,957
|
+6%
|
|
|
41
|
PAX Financial Group
San Antonio,
Texas
|
$2.13M
|
+$48.9K
|
+794
|
+2%
|
|
|
42
|
Vontobel Holding
Zurich,
Switzerland
|
$1.72M
|
+$5.6K
|
+91
|
+0.3%
|
|
|
43
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.66M
|
-$37.8K
|
-615
|
-2%
|
|
|
44
|
Flow Traders U.S.
New York
|
$1.58M
|
+$1.13M
|
+18,364
|
+249%
|
|
|
45
|
Denver PWM
Denver,
Colorado
|
$1.53M
|
+$184K
|
+2,992
|
+14%
|
|
|
46
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.51M
|
+$1.52M
|
+24,704
|
New
|
|
|
47
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.49M
|
+$61.8K
|
+1,004
|
+4%
|
|
|
48
|
Compass Wealth Management
Guilford,
Connecticut
|
$1.48M
|
-$365K
|
-5,934
|
-20%
|
|
|
49
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.42M
|
-$6.21K
|
-101
|
-0.4%
|
|
|
50
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.4M
|
-$2.96M
|
-48,148
|
-68%
|
|
