|
26
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$6.1M
|
–
|
–
|
–
|
|
|
27
|
|
$5.91M
|
-$57.2K
|
-900
|
-0.9%
|
|
|
28
|
United Capital Financial Advisors
Irving,
Texas
|
$5.66M
|
-$63.6K
|
-1,001
|
-1%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$5.62M
|
+$565K
|
+8,885
|
+11%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$5.11M
|
+$671K
|
+10,555
|
+14%
|
|
|
31
|
Integris Wealth Management
Monterey,
California
|
$4.89M
|
-$32.7K
|
-514
|
-0.6%
|
|
|
32
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.71M
|
-$60.8K
|
-957
|
-1%
|
|
|
33
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$4.06M
|
+$480K
|
+7,558
|
+13%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.56M
|
+$895K
|
+14,084
|
+32%
|
|
|
35
|
FDx Advisors
Chicago,
Illinois
|
$3.49M
|
-$259K
|
-4,071
|
-7%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$3.19M
|
-$197K
|
-3,099
|
-6%
|
|
|
37
|
Financial Gravity Companies
Lakeway,
Texas
|
$3.11M
|
+$476K
|
+7,490
|
+17%
|
|
|
38
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.86M
|
-$213K
|
-3,349
|
-7%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$2.47M
|
-$114K
|
-1,790
|
-4%
|
|
|
40
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.26M
|
+$223K
|
+3,511
|
+11%
|
|
|
41
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.21M
|
-$40.4K
|
-635
|
-2%
|
|
|
42
|
Willis Johnson & Associates
Houston,
Texas
|
$2.16M
|
+$93.5K
|
+1,472
|
+4%
|
|
|
43
|
|
$2.03M
|
+$2.11M
|
+33,181
|
New
|
|
|
44
|
PAX Financial Group
San Antonio,
Texas
|
$1.96M
|
-$59K
|
-929
|
-3%
|
|
|
45
|
Denver PWM
Denver,
Colorado
|
$1.86M
|
+$267K
|
+4,204
|
+16%
|
|
|
46
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.78M
|
-$79.4K
|
-1,249
|
-4%
|
|
|
47
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.5M
|
+$6.8K
|
+107
|
+0.4%
|
|
|
48
|
Richardson Financial Services
Medway,
Massachusetts
|
$1.39M
|
-$86.4K
|
-1,359
|
-6%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.38M
|
+$6.48K
|
+102
|
+0.5%
|
|
|
50
|
Vontobel Holding
Zurich,
Switzerland
|
$1.28M
|
+$63.5K
|
+999
|
+5%
|
|
