|
26
|
Stifel Financial
St. Louis,
Missouri
|
$2.29M
|
+$397K
|
+27,311
|
+21%
|
|
|
27
|
Principal Securities
Des Moines,
Iowa
|
$2.25M
|
+$94.6K
|
+6,505
|
+4%
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.18M
|
–
|
–
|
–
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$1.9M
|
-$2.34M
|
-161,056
|
-55%
|
|
|
30
|
M&T Bank
Buffalo,
New York
|
$1.85M
|
+$30.7K
|
+2,109
|
+2%
|
|
|
31
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.71M
|
+$7.24K
|
+498
|
+0.4%
|
|
|
32
|
Independent Financial Group
San Diego,
California
|
$1.69M
|
+$86.2K
|
+5,924
|
+5%
|
|
|
33
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.52M
|
+$28.1K
|
+1,935
|
+2%
|
|
|
34
|
Parallel Advisors
San Francisco,
California
|
$1.47M
|
+$30.9K
|
+2,125
|
+2%
|
|
|
35
|
Covenant Asset Management
Chester,
New Jersey
|
$1.47M
|
+$23.7K
|
+1,632
|
+2%
|
|
|
36
|
Equitable Holdings
New York
|
$1.42M
|
+$239K
|
+16,433
|
+20%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.24M
|
-$159K
|
-10,908
|
-11%
|
|
|
38
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.24M
|
+$1.25M
|
+86,253
|
New
|
|
|
39
|
Financial Engines Advisors
Santa Clara,
California
|
$1.2M
|
+$3.55K
|
+244
|
+0.3%
|
|
|
40
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.17M
|
+$42.1K
|
+2,897
|
+4%
|
|
|
41
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.15M
|
-$108K
|
-7,399
|
-8%
|
|
|
42
|
Prosperity Wealth Management
San Ramon,
California
|
$1.03M
|
-$47.4K
|
-3,261
|
-4%
|
|
|
43
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.03M
|
+$229K
|
+15,724
|
+29%
|
|
|
44
|
C2C Wealth Management
Scottsdale,
Arizona
|
$1.01M
|
+$14.5K
|
+1,000
|
+1%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$993K
|
-$60.9K
|
-4,190
|
-6%
|
|
|
46
|
Oppenheimer & Co
New York
|
$976K
|
+$293K
|
+20,133
|
+42%
|
|
|
47
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$956K
|
-$55.3K
|
-3,800
|
-5%
|
|
|
48
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$952K
|
-$1.58K
|
-109
|
-0.2%
|
|
|
49
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$934K
|
–
|
–
|
–
|
|
|
50
|
Sovran Advisors
San Diego,
California
|
$858K
|
+$871K
|
+59,862
|
New
|
|
