|
26
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$13.2M
|
-$3.83M
|
-74,306
|
-23%
|
|
|
27
|
Avantax Planning Partners
Dubuque,
Iowa
|
$13M
|
-$574K
|
-11,141
|
-4%
|
|
|
28
|
Bailard
Foster City,
California
|
$12.2M
|
-$342K
|
-6,640
|
-3%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$12M
|
-$43.8K
|
-850
|
-0.4%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.7M
|
+$1.27M
|
+24,641
|
+12%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$11.5M
|
+$2.61M
|
+50,696
|
+30%
|
|
|
32
|
Lido Advisors
Los Angeles,
California
|
$11.5M
|
+$11.3M
|
+219,418
|
New
|
|
|
33
|
Renaissance Technologies
New York
|
$10.9M
|
+$4.34M
|
+84,200
|
+68%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.5M
|
-$224K
|
-4,349
|
-2%
|
|
|
35
|
Clearstead Advisors
Cleveland,
Ohio
|
$10.1M
|
+$3.21M
|
+62,290
|
+48%
|
|
|
36
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$10M
|
-$236K
|
-4,587
|
-2%
|
|
|
37
|
Crestmont Private Wealth
Houston,
Texas
|
$9.62M
|
+$156K
|
+3,036
|
+2%
|
|
|
38
|
Harper Investing
Santa Clara,
California
|
$9.6M
|
-$852K
|
-16,532
|
-8%
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$9.56M
|
+$593K
|
+11,507
|
+7%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$9.43M
|
-$7.51M
|
-145,799
|
-45%
|
|
|
41
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$9.29M
|
-$773K
|
-15,007
|
-8%
|
|
|
42
|
Kestra Investment Management
Austin,
Texas
|
$9.25M
|
+$310K
|
+6,017
|
+4%
|
|
|
43
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$8.75M
|
+$383K
|
+7,431
|
+5%
|
|
|
44
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$7.82M
|
-$702K
|
-13,626
|
-5%
|
|
|
45
|
Goelzer Investment Management
Carmel,
Indiana
|
$7.69M
|
-$1.25M
|
-24,198
|
-14%
|
|
|
46
|
MAI Capital Management
Independence,
Ohio
|
$7.67M
|
-$232K
|
-4,506
|
-3%
|
|
|
47
|
XY Planning Network
Bozeman,
Montana
|
$7.37M
|
–
|
–
|
–
|
|
|
48
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.2M
|
+$3.84M
|
+74,548
|
+118%
|
|
|
49
|
TD Capital Management
Memphis,
Tennessee
|
$7.15M
|
+$296K
|
+5,738
|
+4%
|
|
|
50
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$7.09M
|
+$76.6K
|
+1,487
|
+1%
|
|
