|
26
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.36M
|
+$499K
|
+10,035
|
+27%
|
|
|
27
|
Elmwood Wealth Management
Berkeley,
California
|
$2.28M
|
+$249K
|
+5,000
|
+12%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.21M
|
-$654K
|
-13,136
|
-23%
|
|
|
29
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.11M
|
-$96.2K
|
-1,934
|
-4%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$2.08M
|
-$302K
|
-6,065
|
-13%
|
|
|
31
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.92M
|
-$4.41M
|
-88,660
|
-70%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.82M
|
+$204K
|
+4,101
|
+13%
|
|
|
33
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.68M
|
+$14.9K
|
+299
|
+0.9%
|
|
|
34
|
KWMG LLC
Overland Park,
Kansas
|
$1.54M
|
+$84K
|
+1,689
|
+6%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$1.49M
|
+$335K
|
+6,732
|
+29%
|
|
|
36
|
Insight Inv LLC
El Segundo,
California
|
$1.49M
|
-$746
|
-15
|
-0.1%
|
|
|
37
|
Atria Wealth Solutions
New York
|
$1.46M
|
+$53.3K
|
+1,072
|
+4%
|
|
|
38
|
|
$1.45M
|
-$125K
|
-2,518
|
-8%
|
|
|
39
|
One Capital Management
Westlake Village,
California
|
$1.39M
|
+$576K
|
+11,583
|
+71%
|
|
|
40
|
AE Wealth Management
Topeka,
Kansas
|
$1.31M
|
+$524K
|
+10,523
|
+67%
|
|
|
41
|
Gries Financial
Cleveland,
Ohio
|
$1.27M
|
+$1.28M
|
+25,630
|
New
|
|
|
42
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
43
|
Atria Investments
Charlotte,
North Carolina
|
$1.22M
|
+$1.22M
|
+24,553
|
New
|
|
|
44
|
Graypoint LLC
Albany,
New York
|
$1.21M
|
-$195K
|
-3,920
|
-14%
|
|
|
45
|
4J Wealth Management
Alexandria,
Virginia
|
$1.2M
|
+$18.1K
|
+364
|
+2%
|
|
|
46
|
Ascent Group
Virginia Beach,
Virginia
|
$1.18M
|
+$890K
|
+17,895
|
+308%
|
|
|
47
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.09M
|
+$1.09M
|
+21,902
|
New
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$925K
|
-$302K
|
-6,065
|
-25%
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$870K
|
+$871K
|
+17,517
|
New
|
|
|
50
|
|
$843K
|
+$844K
|
+16,974
|
New
|
|
