|
26
|
|
$2.05M
|
-$1.18M
|
-29,100
|
-37%
|
|
|
27
|
|
$2.03M
|
+$11.3K
|
+279
|
+0.6%
|
|
|
28
|
Viewpoint Investment Partners
Calgary,
Alberta, Canada
|
$1.94M
|
–
|
–
|
–
|
|
|
29
|
|
$1.78M
|
+$16.6K
|
+408
|
+1%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$1.6M
|
-$485K
|
-11,929
|
-23%
|
|
|
31
|
RHS Financial
San Francisco,
California
|
$1.58M
|
+$266K
|
+6,532
|
+21%
|
|
|
32
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$1.48M
|
–
|
–
|
–
|
|
|
33
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.43M
|
-$82.9K
|
-2,040
|
-6%
|
|
|
34
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.42M
|
-$654K
|
-16,081
|
-32%
|
|
|
35
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$1.35M
|
+$244K
|
+6,009
|
+22%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.31M
|
+$105K
|
+2,593
|
+9%
|
|
|
37
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.27M
|
+$395K
|
+9,726
|
+46%
|
|
|
38
|
Oppenheimer & Co
New York
|
$1.23M
|
+$1.22M
|
+29,885
|
New
|
|
|
39
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.13M
|
–
|
–
|
–
|
|
|
40
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.06M
|
+$1.05M
|
+25,765
|
New
|
|
|
41
|
Oak Family Advisors
Chicago,
Illinois
|
$997K
|
+$984K
|
+24,200
|
New
|
|
|
42
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$991K
|
+$145K
|
+3,575
|
+17%
|
|
|
43
|
Strategic Financial Planning
Plano,
Texas
|
$939K
|
-$8.01K
|
-197
|
-0.9%
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
$902K
|
+$93.7K
|
+2,304
|
+12%
|
|
|
45
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$752K
|
+$24.4K
|
+601
|
+3%
|
|
|
46
|
Whitcomb & Hess
Ashland,
Ohio
|
$619K
|
-$17.3K
|
-425
|
-3%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$593K
|
+$38.1K
|
+938
|
+7%
|
|
|
48
|
Client First Investment Management
West Bend,
Wisconsin
|
$562K
|
+$554K
|
+13,628
|
New
|
|
|
49
|
Barclays
London,
United Kingdom
|
$550K
|
+$543K
|
+13,350
|
New
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$522K
|
–
|
–
|
–
|
|
