|
26
|
D.J. St. Germain
Springfield,
Massachusetts
|
$6.48M
|
-$2.38M
|
-95,179
|
-27%
|
|
|
27
|
Bank of New York Mellon
New York
|
$6.15M
|
-$2.75M
|
-110,026
|
-31%
|
|
|
28
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.7M
|
-$1.24M
|
-49,612
|
-18%
|
|
|
29
|
Rinkey Investments
San Diego,
California
|
$5.58M
|
-$2.69M
|
-107,420
|
-33%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.45M
|
-$3.03M
|
-121,036
|
-36%
|
|
|
31
|
L.J. Altfest & Co
New York
|
$5.37M
|
+$4.9M
|
+195,702
|
+1,354%
|
|
|
32
|
|
$5.07M
|
+$292K
|
+11,661
|
+6%
|
|
|
33
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$4.82M
|
+$152K
|
+6,063
|
+3%
|
|
|
34
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$4.71M
|
-$77.1K
|
-3,081
|
-2%
|
|
|
35
|
ERn Financial LLC
Middleton,
Wisconsin
|
$4.71M
|
+$286K
|
+11,427
|
+7%
|
|
|
36
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$4.58M
|
+$13.1K
|
+523
|
+0.3%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.53M
|
-$1.5M
|
-59,777
|
-25%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$4.47M
|
+$334K
|
+13,343
|
+8%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$4.42M
|
-$956K
|
-38,194
|
-18%
|
|
|
40
|
Integrity Wealth Solutions
Denver,
Colorado
|
$4.25M
|
+$4.16M
|
+166,326
|
New
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$4.02M
|
-$546K
|
-21,813
|
-12%
|
|
|
42
|
IFG Advisory
Atlanta,
Georgia
|
$3.51M
|
+$14.3K
|
+570
|
+0.4%
|
|
|
43
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$3.44M
|
-$3.35M
|
-133,693
|
-50%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$3.39M
|
+$301K
|
+12,046
|
+10%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$3.36M
|
-$5.3M
|
-211,612
|
-62%
|
|
|
46
|
|
$3.02M
|
+$252K
|
+10,088
|
+9%
|
|
|
47
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.87M
|
+$14K
|
+559
|
+0.5%
|
|
|
48
|
Flagstar Advisors
New York
|
$2.84M
|
+$314K
|
+12,532
|
+13%
|
|
|
49
|
Gries Financial
Cleveland,
Ohio
|
$2.83M
|
+$139K
|
+5,541
|
+5%
|
|
|
50
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$2.67M
|
+$1.3M
|
+52,138
|
+100%
|
|
