|
51
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$6.6M
|
+$584K
|
+27,855
|
+10%
|
|
|
52
|
Avior Wealth Management
Omaha,
Nebraska
|
$6.55M
|
+$251K
|
+11,980
|
+4%
|
|
|
53
|
LPL Financial
San Diego,
California
|
$5.92M
|
-$129K
|
-6,154
|
-2%
|
|
|
54
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.86M
|
+$409K
|
+19,510
|
+8%
|
|
|
55
|
Passive Capital Management
Baltimore,
Maryland
|
$5.73M
|
+$313K
|
+14,917
|
+6%
|
|
|
56
|
|
$5.47M
|
+$463K
|
+22,099
|
+9%
|
|
|
57
|
WealthCollab
Bellevue,
Washington
|
$5.41M
|
+$14.6K
|
+696
|
+0.3%
|
|
|
58
|
White & Co Financial Planning
Sunnyside,
Washington
|
$5.22M
|
+$51.1K
|
+2,441
|
+1%
|
|
|
59
|
Manning & Napier Advisors
Fairport,
New York
|
$4.8M
|
+$56.8K
|
+2,711
|
+1%
|
|
|
60
|
Asset Allocation Strategies
Farmington,
Michigan
|
$4.76M
|
+$525K
|
+25,073
|
+13%
|
|
|
61
|
Upper Left Wealth Management
Tampa,
Florida
|
$4.61M
|
-$154K
|
-7,327
|
-3%
|
|
|
62
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4.49M
|
+$213K
|
+10,153
|
+5%
|
|
|
63
|
Appleton Partners
Boston,
Massachusetts
|
$4.39M
|
+$20.7K
|
+990
|
+0.5%
|
|
|
64
|
Omega Financial Group
Santa Barbara,
California
|
$4.21M
|
-$142K
|
-6,769
|
-3%
|
|
|
65
|
Pure Financial Advisors
San Diego,
California
|
$4.2M
|
+$245K
|
+11,695
|
+6%
|
|
|
66
|
Raymond James Financial
St Petersburg,
Florida
|
$4.11M
|
-$9.53M
|
-455,044
|
-70%
|
|
|
67
|
Elevation Wealth Partners
Santa Rosa,
California
|
$4.08M
|
+$112K
|
+5,363
|
+3%
|
|
|
68
|
Frisco Financial Planning
Frisco,
Texas
|
$3.92M
|
+$58K
|
+2,768
|
+2%
|
|
|
69
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.89M
|
-$698K
|
-33,320
|
-15%
|
|
|
70
|
Vestwell Advisors
New York
|
$3.89M
|
–
|
–
|
–
|
|
|
71
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3.85M
|
-$114K
|
-5,428
|
-3%
|
|
|
72
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$3.75M
|
-$1.72M
|
-82,088
|
-32%
|
|
|
73
|
Cypress Point Wealth Management
Dallas,
Texas
|
$3.73M
|
+$199K
|
+9,476
|
+6%
|
|
|
74
|
HighTower Advisors
Chicago,
Illinois
|
$3.72M
|
+$162K
|
+7,733
|
+5%
|
|
|
75
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.67M
|
+$522K
|
+24,927
|
+17%
|
|
