|
26
|
Foronjy Financial
Santa Barbara,
California
|
$5.43M
|
+$185K
|
+2,428
|
+4%
|
|
|
27
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.04M
|
+$24.7K
|
+325
|
+0.5%
|
|
|
28
|
Trilogy Capital
Irvine,
California
|
$4.89M
|
-$538K
|
-7,081
|
-10%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
-$2.29M
|
-30,108
|
-35%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$3.79M
|
+$190K
|
+2,494
|
+5%
|
|
|
31
|
Financial Consulate
Hunt Valley,
Maryland
|
$3.44M
|
+$340K
|
+4,470
|
+11%
|
|
|
32
|
Investment Planning Advisors
Cumming,
Georgia
|
$3.24M
|
+$96.6K
|
+1,271
|
+3%
|
|
|
33
|
Cresset Asset Management
Chicago,
Illinois
|
$3.07M
|
–
|
–
|
–
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.06M
|
-$1.7M
|
-22,323
|
-36%
|
|
|
35
|
Act Wealth Management
Plano,
Texas
|
$3.03M
|
+$3.88K
|
+51
|
+0.1%
|
|
|
36
|
Clearstead Advisors
Cleveland,
Ohio
|
$3M
|
+$611K
|
+8,039
|
+26%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.69M
|
+$279K
|
+3,674
|
+12%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.62M
|
-$227K
|
-2,980
|
-8%
|
|
|
39
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$2.58M
|
-$813K
|
-10,694
|
-24%
|
|
|
40
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$2.46M
|
+$74K
|
+974
|
+3%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$2.31M
|
+$4.94K
|
+65
|
+0.2%
|
|
|
42
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.89M
|
+$17.8K
|
+234
|
+1%
|
|
|
43
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.8M
|
+$33.1K
|
+436
|
+2%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$1.8M
|
-$75.7K
|
-996
|
-4%
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.76M
|
-$3.89M
|
-51,219
|
-69%
|
|
|
46
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$1.67M
|
+$102K
|
+1,340
|
+7%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$1.48M
|
+$988
|
+13
|
+0.1%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.46M
|
+$647K
|
+8,514
|
+80%
|
|
|
49
|
Flow Traders U.S.
New York
|
$1.4M
|
+$1.39M
|
+18,300
|
New
|
|
|
50
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.4M
|
-$470K
|
-6,184
|
-25%
|
|
