|
26
|
Wells Fargo
San Francisco,
California
|
$7.48M
|
+$1.01M
|
+16,088
|
+15%
|
|
|
27
|
Lazard Asset Management
New York
|
$7.26M
|
-$241K
|
-3,854
|
-3%
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$5.96M
|
+$233K
|
+3,727
|
+4%
|
|
|
29
|
|
$5.86M
|
+$28.7K
|
+460
|
+0.5%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.64M
|
-$7.82M
|
-125,167
|
-58%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$5.55M
|
-$211K
|
-3,370
|
-4%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$5.45M
|
+$240K
|
+3,838
|
+5%
|
|
|
33
|
Integris Wealth Management
Monterey,
California
|
$4.98M
|
-$2.5K
|
-40
|
-0.1%
|
|
|
34
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$4.53M
|
-$273K
|
-4,373
|
-6%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$3.5M
|
+$251K
|
+4,023
|
+8%
|
|
|
36
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$3.5M
|
+$3.51M
|
+56,255
|
New
|
|
|
37
|
FDx Advisors
Chicago,
Illinois
|
$3.22M
|
-$332K
|
-5,313
|
-9%
|
|
|
38
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$3.2M
|
-$937K
|
-14,997
|
-23%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.14M
|
+$1.74M
|
+27,794
|
+123%
|
|
|
40
|
|
$2.91M
|
+$848K
|
+13,567
|
+41%
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.87M
|
-$47.2K
|
-755
|
-2%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$2.54M
|
+$20K
|
+320
|
+0.8%
|
|
|
43
|
Willis Johnson & Associates
Houston,
Texas
|
$2.28M
|
+$79.5K
|
+1,272
|
+4%
|
|
|
44
|
Denver PWM
Denver,
Colorado
|
$2.18M
|
+$288K
|
+4,604
|
+15%
|
|
|
45
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.18M
|
-$71.5K
|
-1,144
|
-3%
|
|
|
46
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.02M
|
-$275K
|
-4,408
|
-12%
|
|
|
47
|
PAX Financial Group
San Antonio,
Texas
|
$1.96M
|
-$39K
|
-624
|
-2%
|
|
|
48
|
LVZ Inc
Holland,
Michigan
|
$1.78M
|
+$1.78M
|
+28,555
|
New
|
|
|
49
|
Millington Financial Advisors
Naperville,
Illinois
|
$1.75M
|
+$28.9K
|
+462
|
+2%
|
|
|
50
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.48M
|
-$49.5K
|
-793
|
-3%
|
|
