|
26
|
RWA Wealth Partners
Newton,
Massachusetts
|
$822K
|
+$834K
|
+45,899
|
New
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$819K
|
+$831K
|
+45,729
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$768K
|
+$153K
|
+8,394
|
+24%
|
|
|
29
|
Capital Performance Advisors
Walnut Creek,
California
|
$767K
|
–
|
–
|
–
|
|
|
30
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$766K
|
–
|
–
|
–
|
|
|
31
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$684K
|
–
|
–
|
–
|
|
|
32
|
Two Sigma Securities
New York
|
$523K
|
+$212K
|
+11,672
|
+67%
|
|
|
33
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$500K
|
+$14.1K
|
+776
|
+3%
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$494K
|
+$13.4K
|
+737
|
+3%
|
|
|
35
|
Snowden Capital Advisors
New York
|
$494K
|
+$58.8K
|
+3,237
|
+13%
|
|
|
36
|
DGS Capital Management
Jersey City,
New Jersey
|
$492K
|
+$14.3K
|
+789
|
+3%
|
|
|
37
|
Kestra Private Wealth Services
Austin,
Texas
|
$489K
|
+$818
|
+45
|
+0.2%
|
|
|
38
|
MONECO Advisors
Fairfield,
Connecticut
|
$475K
|
+$3.56K
|
+196
|
+0.7%
|
|
|
39
|
Y.D. More Investments
Ramat Gan,
Israel
|
$433K
|
–
|
–
|
–
|
|
|
40
|
Franklin Resources
San Mateo,
California
|
$427K
|
–
|
–
|
–
|
|
|
41
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$347K
|
+$49.2K
|
+2,707
|
+16%
|
|
|
42
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$315K
|
+$57.5K
|
+3,165
|
+22%
|
|
|
43
|
Raymond James Financial
St Petersburg,
Florida
|
$308K
|
+$16.4K
|
+900
|
+6%
|
|
|
44
|
Avidian Wealth Enterprises
Houston,
Texas
|
$305K
|
+$309K
|
+17,019
|
New
|
|
|
45
|
Emergent Wealth Advisors
Williamsville,
New York
|
$298K
|
+$48.8K
|
+2,685
|
+19%
|
|
|
46
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$266K
|
+$270K
|
+14,858
|
New
|
|
|
47
|
SageOak Financial
Tulsa,
Oklahoma
|
$265K
|
+$24.2K
|
+1,334
|
+10%
|
|
|
48
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$255K
|
-$48.3K
|
-2,658
|
-16%
|
|
|
49
|
Strategic Blueprint
Atlanta,
Georgia
|
$254K
|
+$35.2K
|
+1,936
|
+16%
|
|
|
50
|
BWM Planning
The Woodlands,
Texas
|
$252K
|
+$10.2K
|
+559
|
+4%
|
|
