|
26
|
Equitable Holdings
New York
|
$2.24M
|
+$816K
|
+56,085
|
+57%
|
|
|
27
|
Sovran Advisors
San Diego,
California
|
$2.22M
|
+$1.58M
|
+108,381
|
+181%
|
|
|
28
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.19M
|
–
|
–
|
–
|
|
|
29
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$1.95M
|
+$1.12M
|
+77,155
|
+134%
|
|
|
30
|
M&T Bank
Buffalo,
New York
|
$1.81M
|
-$49.5K
|
-3,397
|
-3%
|
|
|
31
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.77M
|
+$49.8K
|
+3,424
|
+3%
|
|
|
32
|
Independent Financial Group
San Diego,
California
|
$1.7M
|
+$859
|
+59
|
+0.1%
|
|
|
33
|
Covenant Asset Management
Chester,
New Jersey
|
$1.6M
|
+$116K
|
+7,944
|
+8%
|
|
|
34
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.48M
|
+$2.18K
|
+150
|
+0.1%
|
|
|
35
|
Parallel Advisors
San Francisco,
California
|
$1.46M
|
-$22.2K
|
-1,524
|
-1%
|
|
|
36
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.44M
|
+$195K
|
+13,381
|
+16%
|
|
|
37
|
Integrity Alliance
Urbandale,
Iowa
|
$1.44M
|
+$1.45M
|
+99,460
|
New
|
|
|
38
|
Wealthspire Advisors (New York)
New York
|
$1.38M
|
+$1.02M
|
+69,988
|
+277%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.28M
|
+$31.5K
|
+2,164
|
+3%
|
|
|
40
|
NBT Bank
Norwich,
New York
|
$1.28M
|
+$1.29M
|
+88,400
|
New
|
|
|
41
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.21M
|
+$37.3K
|
+2,561
|
+3%
|
|
|
42
|
Oppenheimer & Co
New York
|
$1.2M
|
+$219K
|
+15,030
|
+22%
|
|
|
43
|
Financial Engines Advisors
Santa Clara,
California
|
$1.18M
|
-$33.3K
|
-2,285
|
-3%
|
|
|
44
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.16M
|
-$626
|
-43
|
-0.1%
|
|
|
45
|
Prosperity Wealth Management
San Ramon,
California
|
$1.1M
|
+$61.2K
|
+4,203
|
+6%
|
|
|
46
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.09M
|
+$374K
|
+25,705
|
+52%
|
|
|
47
|
C2C Wealth Management
Scottsdale,
Arizona
|
$1.04M
|
+$30.6K
|
+2,100
|
+3%
|
|
|
48
|
UBS Group
Zurich,
Switzerland
|
$1.04M
|
+$39.1K
|
+2,683
|
+4%
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.02M
|
+$8.85K
|
+608
|
+0.9%
|
|
|
50
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.01M
|
+$43.7K
|
+3,000
|
+5%
|
|
