|
26
|
Kestra Advisory Services
Austin,
Texas
|
$5.15M
|
-$403K
|
-5,938
|
-8%
|
|
|
27
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$4.86M
|
–
|
–
|
–
|
|
|
28
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$4.66M
|
+$31.9K
|
+470
|
+0.7%
|
|
|
29
|
Linscomb Wealth
Houston,
Texas
|
$4.37M
|
-$30.4K
|
-448
|
-0.7%
|
|
|
30
|
Avalon Capital Management
Port Of Redwood City,
California
|
$4.32M
|
+$138K
|
+2,037
|
+3%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.25M
|
+$252K
|
+3,709
|
+7%
|
|
|
32
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$4.23M
|
+$12.2K
|
+180
|
+0.3%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$4.14M
|
+$20K
|
+294
|
+0.5%
|
|
|
34
|
|
$4.01M
|
+$61.4K
|
+904
|
+2%
|
|
|
35
|
Tocqueville Asset Management
New York
|
$3.94M
|
-$229K
|
-3,368
|
-6%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$3.77M
|
+$229K
|
+3,369
|
+7%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.72M
|
-$1.45M
|
-21,355
|
-29%
|
|
|
38
|
|
$3.54M
|
+$1.04M
|
+15,339
|
+44%
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.54M
|
+$146K
|
+2,157
|
+4%
|
|
|
40
|
Scotia Capital
Toronto,
Ontario, Canada
|
$3.53M
|
+$49.1K
|
+723
|
+1%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$3.4M
|
+$10.7K
|
+157
|
+0.3%
|
|
|
42
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$3.17M
|
-$2.72K
|
-40
|
-0.1%
|
|
|
43
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.88M
|
+$4.01K
|
+59
|
+0.1%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.81M
|
+$223K
|
+3,283
|
+9%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.77M
|
+$2.27M
|
+33,369
|
+561%
|
|
|
46
|
Atria Wealth Solutions
New York
|
$2.49M
|
+$30.8K
|
+454
|
+1%
|
|
|
47
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.33M
|
–
|
–
|
–
|
|
|
48
|
Dudley & Shanley
Palm Beach,
Florida
|
$2.31M
|
–
|
–
|
–
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$2.26M
|
-$80.1K
|
-1,180
|
-4%
|
|
|
50
|
Verity Asset Management
Durham,
North Carolina
|
$2.25M
|
-$130K
|
-1,914
|
-6%
|
|
