|
26
|
BSW Wealth Partners
Boulder,
Colorado
|
$6.4M
|
-$183K
|
-4,977
|
-3%
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$6.35M
|
+$409K
|
+11,141
|
+7%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6M
|
+$40.5K
|
+1,104
|
+0.7%
|
|
|
29
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$5.96M
|
+$510K
|
+13,899
|
+10%
|
|
|
30
|
CGC Financial Services
Lake Oswego,
Oregon
|
$5.88M
|
+$563K
|
+15,347
|
+11%
|
|
|
31
|
RWA Wealth Partners
Newton,
Massachusetts
|
$5.66M
|
-$229K
|
-6,238
|
-4%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$5.66M
|
-$587K
|
-15,978
|
-10%
|
|
|
33
|
Bank of New York Mellon
New York
|
$5.61M
|
+$643K
|
+17,522
|
+14%
|
|
|
34
|
Eastern Bank
Boston,
Massachusetts
|
$5.52M
|
+$627K
|
+17,084
|
+14%
|
|
|
35
|
Clarity Asset Management
Ames,
Iowa
|
$5.48M
|
-$6M
|
-163,358
|
-54%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.36M
|
+$936K
|
+25,504
|
+23%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$5.34M
|
+$3.72M
|
+101,408
|
+282%
|
|
|
38
|
Regatta Capital Group
El Segundo,
California
|
$5.31M
|
-$2.94M
|
-79,994
|
-37%
|
|
|
39
|
Cetera Advisors
Denver,
Colorado
|
$5.24M
|
+$4.63M
|
+126,003
|
+1,437%
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.76M
|
-$365K
|
-9,947
|
-8%
|
|
|
41
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$4.59M
|
+$182K
|
+4,966
|
+4%
|
|
|
42
|
Invera Wealth Advisors
Bend,
Oregon
|
$4.17M
|
+$77.8K
|
+2,120
|
+2%
|
|
|
43
|
D.J. St. Germain
Springfield,
Massachusetts
|
$4.08M
|
+$157K
|
+4,287
|
+4%
|
|
|
44
|
3EDGE Asset Management
Naples,
Florida
|
$3.86M
|
+$1.21M
|
+33,056
|
+50%
|
|
|
45
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$3.84M
|
+$3.62M
|
+98,705
|
New
|
|
|
46
|
Avantax Planning Partners
Dubuque,
Iowa
|
$3.7M
|
+$7.86K
|
+214
|
+0.2%
|
|
|
47
|
Vicus Capital
State College,
Pennsylvania
|
$3.69M
|
-$7.05K
|
-192
|
-0.2%
|
|
|
48
|
EP Wealth Advisors
Torrance,
California
|
$3.6M
|
-$46.5K
|
-1,267
|
-1%
|
|
|
49
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$3.51M
|
+$38.3K
|
+1,044
|
+1%
|
|
|
50
|
WNY Asset Management
Williamsville,
New York
|
$3.4M
|
+$147K
|
+3,997
|
+5%
|
|
