|
26
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.35M
|
–
|
–
|
–
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.34M
|
-$304K
|
-2,649
|
-9%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$3.21M
|
-$1.96M
|
-17,044
|
-38%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$3.15M
|
-$8.04K
|
-70
|
-0.3%
|
|
|
30
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$3.08M
|
+$2.73M
|
+23,744
|
New
|
|
|
31
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$2.96M
|
-$72.4K
|
-631
|
-2%
|
|
|
32
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$2.92M
|
–
|
–
|
–
|
|
|
33
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.81M
|
-$19.3K
|
-168
|
-0.7%
|
|
|
34
|
Cresset Asset Management
Chicago,
Illinois
|
$2.77M
|
–
|
–
|
–
|
|
|
35
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.73M
|
-$29.4K
|
-256
|
-1%
|
|
|
36
|
Bard Financial Services
Branford,
Connecticut
|
$2.65M
|
–
|
–
|
–
|
|
|
37
|
Townsend & Associates
Westminster,
Colorado
|
$2.55M
|
+$73K
|
+636
|
+3%
|
|
|
38
|
Fidelity Investments
Boston,
Massachusetts
|
$2.43M
|
-$273K
|
-2,377
|
-10%
|
|
|
39
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.07M
|
–
|
–
|
–
|
|
|
40
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.07M
|
+$2.02M
|
+17,584
|
New
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$2.03M
|
+$4.59K
|
+40
|
+0.2%
|
|
|
42
|
|
$2.02M
|
–
|
–
|
–
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$2.01M
|
+$313K
|
+2,730
|
+19%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$1.86M
|
+$77.5K
|
+675
|
+4%
|
|
|
45
|
TIAA FSB
Jacksonville,
Florida
|
$1.86M
|
–
|
–
|
–
|
|
|
46
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.82M
|
+$25.5K
|
+222
|
+1%
|
|
|
47
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.81M
|
+$95.5K
|
+832
|
+6%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.73M
|
-$11.3K
|
-98
|
-0.7%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.73M
|
+$42.4K
|
+369
|
+3%
|
|
|
50
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.69M
|
+$1.95K
|
+17
|
+0.1%
|
|
