|
26
|
|
$1.97M
|
-$45.3K
|
-1,168
|
-2%
|
|
|
27
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$1.94M
|
-$430K
|
-11,100
|
-19%
|
|
|
28
|
Haven Private
Orlando,
Florida
|
$1.87M
|
+$1.8M
|
+46,297
|
New
|
|
|
29
|
|
$1.73M
|
-$212K
|
-5,461
|
-11%
|
|
|
30
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.48M
|
+$11.4K
|
+295
|
+0.8%
|
|
|
31
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.45M
|
+$1.4M
|
+35,988
|
New
|
|
|
32
|
RHS Financial
San Francisco,
California
|
$1.29M
|
+$39.3K
|
+1,013
|
+3%
|
|
|
33
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.19M
|
+$192K
|
+4,959
|
+20%
|
|
|
34
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.11M
|
–
|
–
|
–
|
|
|
35
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.08M
|
+$88.1K
|
+2,272
|
+9%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.03M
|
-$12.3K
|
-317
|
-1%
|
|
|
37
|
Strategic Financial Planning
Plano,
Texas
|
$928K
|
-$5.97K
|
-154
|
-0.7%
|
|
|
38
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$850K
|
-$186K
|
-4,797
|
-19%
|
|
|
39
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$825K
|
+$141K
|
+3,635
|
+22%
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$791K
|
+$314K
|
+8,088
|
+70%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$770K
|
+$168K
|
+4,320
|
+29%
|
|
|
42
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$712K
|
+$23.2K
|
+597
|
+4%
|
|
|
43
|
Whitcomb & Hess
Ashland,
Ohio
|
$624K
|
-$11.1K
|
-286
|
-2%
|
|
|
44
|
Vicus Capital
State College,
Pennsylvania
|
$583K
|
+$559K
|
+14,426
|
New
|
|
|
45
|
D.A. Davidson & Co
Great Falls,
Montana
|
$543K
|
+$28.1K
|
+724
|
+6%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$511K
|
-$157K
|
-4,059
|
-24%
|
|
|
47
|
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
$500K
|
-$119K
|
-3,056
|
-20%
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$497K
|
-$316K
|
-8,150
|
-40%
|
|
|
49
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$468K
|
-$9.11K
|
-235
|
-2%
|
|
|
50
|
Pathstone Holdings
Englewood,
New Jersey
|
$409K
|
+$393K
|
+10,137
|
New
|
|
