|
26
|
Wells Fargo
San Francisco,
California
|
$3.71M
|
-$699K
|
-14,768
|
-16%
|
|
|
27
|
Cambiar Investors
Denver,
Colorado
|
$3.59M
|
-$401K
|
-8,468
|
-10%
|
|
|
28
|
Valicenti Advisory Services
Elmira,
New York
|
$3.36M
|
-$157K
|
-3,316
|
-5%
|
|
|
29
|
Portland Global Advisors
Portland,
Maine
|
$3.33M
|
-$33.1K
|
-700
|
-1%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.31M
|
+$3.28M
|
+69,259
|
New
|
|
|
31
|
|
$2.79M
|
+$201K
|
+4,239
|
+8%
|
|
|
32
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$2.77M
|
+$2.74M
|
+57,993
|
New
|
|
|
33
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.58M
|
+$704K
|
+14,875
|
+38%
|
|
|
34
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.47M
|
+$2.45M
|
+51,674
|
New
|
|
|
35
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$2.3M
|
+$220K
|
+4,651
|
+11%
|
|
|
36
|
Financial Life Advisors
San Antonio,
Texas
|
$2.08M
|
+$2.06M
|
+43,576
|
New
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$2.03M
|
+$2.01M
|
+42,400
|
New
|
|
|
38
|
WrapManager Inc
Mill Valley,
California
|
$1.99M
|
+$61K
|
+1,289
|
+3%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.96M
|
+$294K
|
+6,203
|
+18%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.86M
|
+$897K
|
+18,954
|
+95%
|
|
|
41
|
Prudential plc
London, England,
United Kingdom
|
$1.64M
|
+$261K
|
+5,515
|
+19%
|
|
|
42
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1.36M
|
+$1.35M
|
+28,464
|
New
|
|
|
43
|
Bigelow Investment Advisors
Portland,
Maine
|
$1.31M
|
-$1.38M
|
-29,128
|
Closed
|
|
|
44
|
Meitav Investment House
Bene-Beraq,
Israel
|
$1.3M
|
+$139K
|
+2,947
|
+12%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.29M
|
+$872K
|
+18,420
|
+214%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$1.21M
|
+$1.2M
|
+25,337
|
New
|
|
|
47
|
ESL Trust Services
Rochester,
New York
|
$1.21M
|
+$78.4K
|
+1,656
|
+7%
|
|
|
48
|
Treynor Bancshares
Treynor,
Iowa
|
$1.2M
|
+$104K
|
+2,203
|
+10%
|
|
|
49
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.19M
|
-$174K
|
-3,669
|
-13%
|
|
|
50
|
Advisor Resource Council
Dallas,
Texas
|
$1.16M
|
+$920K
|
+19,445
|
+410%
|
|
