|
26
|
EWG Elevate
Roseville,
California
|
$3.07M
|
-$180K
|
-6,553
|
-6%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$3.05M
|
-$733K
|
-26,655
|
-21%
|
|
|
28
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.64M
|
+$2.44M
|
+88,699
|
New
|
|
|
29
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.5M
|
-$1.73K
|
-63
|
-0.1%
|
|
|
30
|
Renaissance Technologies
New York
|
$2.46M
|
-$3.32M
|
-120,700
|
-59%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$2.43M
|
-$24.3K
|
-884
|
-1%
|
|
|
32
|
Integrated Advisors Network
Dallas,
Texas
|
$2.4M
|
+$2.21M
|
+80,469
|
New
|
|
|
33
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.38M
|
-$204K
|
-7,424
|
-9%
|
|
|
34
|
|
$2.25M
|
+$12.5K
|
+454
|
+0.6%
|
|
|
35
|
WESPAC Advisors
Orinda,
California
|
$2.16M
|
+$970K
|
+35,277
|
+95%
|
|
|
36
|
Destination Wealth Management
Walnut Creek,
California
|
$2.13M
|
-$46.1K
|
-1,678
|
-2%
|
|
|
37
|
Equitable Holdings
New York
|
$2.03M
|
+$1.87M
|
+68,200
|
New
|
|
|
38
|
|
$1.9M
|
-$472K
|
-17,187
|
-21%
|
|
|
39
|
Independent Financial Group
San Diego,
California
|
$1.82M
|
+$1.68M
|
+61,213
|
New
|
|
|
40
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.54M
|
-$72.4K
|
-2,634
|
-5%
|
|
|
41
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.53M
|
+$522
|
+19
|
+0%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.37M
|
+$293K
|
+10,672
|
+30%
|
|
|
43
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.29M
|
+$439K
|
+15,958
|
+58%
|
|
|
44
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.25M
|
+$29.6K
|
+1,078
|
+3%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$1.17M
|
+$247
|
+9
|
+0%
|
|
|
46
|
NBT Bank
Norwich,
New York
|
$1.12M
|
-$18.2K
|
-661
|
-2%
|
|
|
47
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.08M
|
+$380K
|
+13,814
|
+61%
|
|
|
48
|
Buck Wealth Strategies
Denver,
Colorado
|
$1.08M
|
+$357K
|
+12,975
|
+56%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$1.05M
|
+$33.3K
|
+1,212
|
+4%
|
|
|
50
|
Yeomans Consulting Group
Marietta,
Georgia
|
$1.05M
|
+$968K
|
+35,231
|
New
|
|
