|
26
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
+$399K
|
+6,317
|
+7%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$6.23M
|
-$82.2K
|
-1,303
|
-1%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$5.53M
|
-$21.1K
|
-334
|
-0.4%
|
|
|
29
|
Integris Wealth Management
Monterey,
California
|
$5.36M
|
-$64.6K
|
-1,024
|
-1%
|
|
|
30
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.2M
|
-$42.8K
|
-678
|
-0.9%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$4.87M
|
+$445K
|
+7,056
|
+11%
|
|
|
32
|
FDx Advisors
Chicago,
Illinois
|
$4.07M
|
-$43.7K
|
-693
|
-1%
|
|
|
33
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$3.92M
|
-$30.9K
|
-489
|
-0.8%
|
|
|
34
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.79M
|
+$1.17M
|
+18,542
|
+48%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$3.69M
|
-$169K
|
-2,675
|
-5%
|
|
|
36
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.34M
|
+$2.55M
|
+40,335
|
+408%
|
|
|
37
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.23M
|
+$3.07M
|
+48,573
|
New
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.94M
|
+$2.79M
|
+44,174
|
New
|
|
|
39
|
Financial Gravity Companies
Lakeway,
Texas
|
$2.89M
|
+$2.74M
|
+43,473
|
New
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$2.82M
|
-$19.9K
|
-315
|
-0.7%
|
|
|
41
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.45M
|
-$1.54M
|
-24,469
|
-40%
|
|
|
42
|
Willis Johnson & Associates
Houston,
Texas
|
$2.25M
|
-$72K
|
-1,141
|
-3%
|
|
|
43
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.22M
|
-$130K
|
-2,068
|
-6%
|
|
|
44
|
PAX Financial Group
San Antonio,
Texas
|
$2.2M
|
-$113K
|
-1,794
|
-5%
|
|
|
45
|
LVZ Inc
Holland,
Michigan
|
$2.06M
|
+$1.95M
|
+30,889
|
New
|
|
|
46
|
Millington Financial Advisors
Naperville,
Illinois
|
$2M
|
+$183K
|
+2,893
|
+11%
|
|
|
47
|
Denver PWM
Denver,
Colorado
|
$1.75M
|
+$84.2K
|
+1,335
|
+5%
|
|
|
48
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.63M
|
+$8.77K
|
+139
|
+0.6%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.5M
|
-$17.5K
|
-278
|
-1%
|
|
|
50
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.48M
|
+$51.2K
|
+811
|
+3%
|
|
