|
26
|
UBS Group
Zurich,
Switzerland
|
$6.51M
|
-$57K
|
-801
|
-0.9%
|
|
|
27
|
Lazard Asset Management
New York
|
$6.48M
|
-$416K
|
-5,845
|
-6%
|
|
|
28
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.39M
|
-$143K
|
-2,004
|
-2%
|
|
|
29
|
|
$6.26M
|
+$6.07M
|
+85,310
|
New
|
|
|
30
|
United Capital Financial Advisors
Irving,
Texas
|
$6.06M
|
-$83K
|
-1,167
|
-1%
|
|
|
31
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.86M
|
+$5.68M
|
+79,816
|
New
|
|
|
32
|
Integris Wealth Management
Monterey,
California
|
$5.77M
|
-$37.5K
|
-528
|
-0.7%
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$5.34M
|
+$5.17M
|
+72,710
|
New
|
|
|
34
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.28M
|
-$3.34K
|
-47
|
-0.1%
|
|
|
35
|
Perigon Wealth Management
San Francisco,
California
|
$5.13M
|
+$2.97M
|
+41,720
|
+148%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$4.49M
|
+$493K
|
+6,933
|
+13%
|
|
|
37
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.01M
|
+$3.89M
|
+54,635
|
New
|
|
|
38
|
FDx Advisors
Chicago,
Illinois
|
$3.42M
|
-$221K
|
-3,113
|
-6%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$2.94M
|
-$25.3K
|
-356
|
-0.9%
|
|
|
40
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.87M
|
-$60K
|
-844
|
-2%
|
|
|
41
|
Denver PWM
Denver,
Colorado
|
$2.59M
|
+$2.13K
|
+30
|
+0.1%
|
|
|
42
|
Willis Johnson & Associates
Houston,
Texas
|
$2.44M
|
-$110K
|
-1,545
|
-4%
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.4M
|
+$426K
|
+5,985
|
+22%
|
|
|
44
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.3M
|
-$26.2K
|
-368
|
-1%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
-$316K
|
-4,442
|
-13%
|
|
|
46
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$2.09M
|
+$27.7K
|
+390
|
+1%
|
|
|
47
|
Millington Financial Advisors
Naperville,
Illinois
|
$2.03M
|
+$83.6K
|
+1,176
|
+4%
|
|
|
48
|
PAX Financial Group
San Antonio,
Texas
|
$1.9M
|
-$53.4K
|
-751
|
-3%
|
|
|
49
|
Family Legacy Inc
Greenville,
South Carolina
|
$1.77M
|
-$9.32K
|
-131
|
-0.5%
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$1.61M
|
-$20.7M
|
-291,759
|
-93%
|
|
