|
26
|
UBS Group
Zurich,
Switzerland
|
$4.7M
|
+$1.33M
|
+43,378
|
+42%
|
|
|
27
|
EWG Elevate
Roseville,
California
|
$4.61M
|
+$1.23M
|
+39,976
|
+39%
|
|
|
28
|
Advisory Services Network
Atlanta,
Georgia
|
$4.43M
|
-$98.3K
|
-3,197
|
-2%
|
|
|
29
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.36M
|
+$99.6K
|
+3,237
|
+2%
|
|
|
30
|
L.J. Altfest & Co
New York
|
$3.95M
|
+$3.76M
|
+122,337
|
New
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.1M
|
-$1.03M
|
-33,616
|
-26%
|
|
|
32
|
USA Financial Formulas
Ada,
Michigan
|
$2.98M
|
-$914K
|
-29,710
|
-24%
|
|
|
33
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.89M
|
+$27.3K
|
+888
|
+1%
|
|
|
34
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.71M
|
–
|
–
|
–
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$2.67M
|
+$32.6K
|
+1,061
|
+1%
|
|
|
36
|
Lifestyle Asset Management
Friendswood,
Texas
|
$2.43M
|
+$1.29M
|
+41,821
|
+125%
|
|
|
37
|
|
$2.42M
|
-$14.5K
|
-472
|
-0.6%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.38M
|
+$1.53M
|
+49,758
|
+207%
|
|
|
39
|
WESPAC Advisors
Orinda,
California
|
$2.33M
|
-$13.3K
|
-431
|
-0.6%
|
|
|
40
|
Destination Wealth Management
Walnut Creek,
California
|
$2.3M
|
-$12.5K
|
-405
|
-0.6%
|
|
|
41
|
Integrated Advisors Network
Dallas,
Texas
|
$2.27M
|
-$307K
|
-9,982
|
-12%
|
|
|
42
|
Equitable Holdings
New York
|
$2.18M
|
-$19.5K
|
-634
|
-0.9%
|
|
|
43
|
Independent Financial Group
San Diego,
California
|
$1.97M
|
-$5.91K
|
-192
|
-0.3%
|
|
|
44
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.77M
|
+$1.69M
|
+54,934
|
New
|
|
|
45
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.71M
|
+$56.8K
|
+1,847
|
+4%
|
|
|
46
|
|
$1.7M
|
-$343K
|
-11,152
|
-17%
|
|
|
47
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.66M
|
-$7.29K
|
-237
|
-0.5%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.49M
|
+$814K
|
+26,473
|
+134%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$1.4M
|
+$1.09M
|
+35,364
|
+434%
|
|
|
50
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.39M
|
-$2.86K
|
-93
|
-0.2%
|
|
