|
26
|
Portfolio Design Labs
Encino,
California
|
$3.64M
|
-$5.9M
|
-117,838
|
-62%
|
|
|
27
|
Elmwood Wealth Management
Berkeley,
California
|
$3.15M
|
+$108K
|
+2,150
|
+4%
|
|
|
28
|
1900 Wealth Management
San Antonio,
Texas
|
$3.12M
|
-$336K
|
-6,702
|
-10%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.9M
|
-$4.27M
|
-85,257
|
-60%
|
|
|
30
|
Ascent Group
Virginia Beach,
Virginia
|
$2.82M
|
-$5.22M
|
-104,359
|
-65%
|
|
|
31
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$2.78M
|
+$33.5K
|
+669
|
+1%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$2.63M
|
-$363K
|
-7,249
|
-12%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.62M
|
+$652K
|
+13,030
|
+33%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.54M
|
+$1.12M
|
+22,315
|
+79%
|
|
|
35
|
KWMG LLC
Overland Park,
Kansas
|
$2.38M
|
+$119K
|
+2,378
|
+5%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.26M
|
-$143K
|
-2,863
|
-6%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.26M
|
-$143K
|
-2,863
|
-6%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.22M
|
-$272K
|
-5,438
|
-11%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$2.18M
|
-$1.28M
|
-25,481
|
-37%
|
|
|
40
|
Webster Bank
Waterbury,
Connecticut
|
$2.11M
|
–
|
–
|
–
|
|
|
41
|
Eagle Global Advisors
Houston,
Texas
|
$2.01M
|
–
|
–
|
–
|
|
|
42
|
Willis Johnson & Associates
Houston,
Texas
|
$1.99M
|
+$490K
|
+9,780
|
+33%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.9M
|
+$1.07M
|
+21,387
|
+129%
|
|
|
44
|
Arden Trust
Wilmington,
Delaware
|
$1.85M
|
+$91.5K
|
+1,828
|
+5%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.74M
|
+$1.27M
|
+25,450
|
+272%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.73M
|
-$30.8K
|
-615
|
-2%
|
|
|
47
|
Highland Financial Advisors
Wayne,
New Jersey
|
$1.73M
|
-$316K
|
-6,313
|
-15%
|
|
|
48
|
Hill Island Financial
Grand Rapids,
Michigan
|
$1.7M
|
+$9.56K
|
+191
|
+0.6%
|
|
|
49
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.68M
|
+$72.6K
|
+1,450
|
+5%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$1.54M
|
-$5.81K
|
-116
|
-0.4%
|
|
