|
26
|
Bulltick Wealth Management
Miami,
Florida
|
$1.19M
|
–
|
–
|
–
|
|
|
27
|
RHS Financial
San Francisco,
California
|
$1.15M
|
+$221K
|
+5,967
|
+25%
|
|
|
28
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$1.15M
|
-$32.5K
|
-877
|
-3%
|
|
|
29
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.05M
|
-$55.8K
|
-1,506
|
-6%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.04M
|
-$3.82M
|
-103,159
|
-79%
|
|
|
31
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.04M
|
+$18.1K
|
+489
|
+2%
|
|
|
32
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$992K
|
+$22.4K
|
+603
|
+2%
|
|
|
33
|
RWA Wealth Partners
Newton,
Massachusetts
|
$982K
|
–
|
–
|
–
|
|
|
34
|
Strategic Financial Planning
Plano,
Texas
|
$930K
|
+$8.86K
|
+239
|
+1%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$881K
|
+$180K
|
+4,845
|
+27%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$845K
|
+$255K
|
+6,889
|
+46%
|
|
|
37
|
|
$654K
|
+$630K
|
+17,000
|
New
|
|
|
38
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$651K
|
+$40.3K
|
+1,088
|
+7%
|
|
|
39
|
Savant Capital
Rockford,
Illinois
|
$615K
|
-$123K
|
-3,329
|
-17%
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$577K
|
+$27K
|
+729
|
+5%
|
|
|
41
|
Whitcomb & Hess
Ashland,
Ohio
|
$442K
|
-$853
|
-23
|
-0.2%
|
|
|
42
|
Matthew Hamilton Rosenberg
|
$433K
|
-$6.34K
|
-171
|
-1%
|
|
|
43
|
Fisher Asset Management
Camas,
Washington
|
$385K
|
+$4.67K
|
+126
|
+1%
|
|
|
44
|
D.A. Davidson & Co
Great Falls,
Montana
|
$364K
|
–
|
–
|
–
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$358K
|
+$345K
|
+9,315
|
New
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$354K
|
+$342K
|
+9,214
|
New
|
|
|
47
|
Tortoise Investment Management
White Plains,
New York
|
$317K
|
–
|
–
|
–
|
|
|
48
|
Insight Advisors
Newtown,
Pennsylvania
|
$311K
|
+$8.68K
|
+234
|
+3%
|
|
|
49
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$308K
|
+$22.5K
|
+606
|
+8%
|
|
|
50
|
Leavell Investment Management
Mobile,
Alabama
|
$271K
|
+$8.94K
|
+241
|
+4%
|
|
