|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.02M
|
+$192K
|
+3,620
|
+5%
|
|
|
27
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$3.68M
|
+$24.4K
|
+461
|
+0.7%
|
|
|
28
|
Theory Financial
Fort Collins,
Colorado
|
$3.67M
|
+$74.9K
|
+1,413
|
+2%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.61M
|
+$51.3K
|
+968
|
+1%
|
|
|
30
|
Linscomb Wealth
Houston,
Texas
|
$3.43M
|
-$207K
|
-3,905
|
-6%
|
|
|
31
|
Hamilton Wealth
Encino,
California
|
$3.37M
|
+$156K
|
+2,935
|
+5%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.36M
|
+$124K
|
+2,332
|
+4%
|
|
|
33
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$3.3M
|
-$4.29K
|
-81
|
-0.1%
|
|
|
34
|
|
$3.15M
|
+$24.6K
|
+465
|
+0.8%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$3.06M
|
-$474K
|
-8,936
|
-13%
|
|
|
36
|
Tocqueville Asset Management
New York
|
$2.92M
|
-$144K
|
-2,725
|
-5%
|
|
|
37
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$2.82M
|
+$2.8M
|
+52,782
|
New
|
|
|
38
|
Scotia Capital
Toronto,
Ontario, Canada
|
$2.81M
|
-$50.7K
|
-956
|
-2%
|
|
|
39
|
HoyleCohen
San Diego,
California
|
$2.75M
|
-$103K
|
-1,942
|
-4%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$2.62M
|
+$2.18M
|
+41,105
|
+510%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$2.62M
|
+$68.8K
|
+1,298
|
+3%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.29M
|
+$60K
|
+1,133
|
+3%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$2.28M
|
-$59.3K
|
-1,119
|
-3%
|
|
|
44
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$2.27M
|
+$36.8K
|
+695
|
+2%
|
|
|
45
|
Seaview Investment Managers
Miami,
Florida
|
$2.11M
|
-$32.9K
|
-621
|
-2%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$2.01M
|
-$16.4K
|
-310
|
-0.8%
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.95M
|
+$15.2K
|
+287
|
+0.8%
|
|
|
48
|
Steward Partners Investment Advisory
New York
|
$1.9M
|
-$60.8K
|
-1,147
|
-3%
|
|
|
49
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.81M
|
–
|
–
|
–
|
|
|
50
|
Bard Financial Services
Branford,
Connecticut
|
$1.79M
|
–
|
–
|
–
|
|
