|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.56M
|
-$32K
|
-1,167
|
-2%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.52M
|
+$160K
|
+5,832
|
+12%
|
|
|
28
|
WESCAP Management Group
Glendale,
California
|
$1.37M
|
-$192K
|
-6,996
|
-12%
|
|
|
29
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.28M
|
+$164
|
+6
|
+0%
|
|
|
30
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.27M
|
+$566K
|
+20,664
|
+83%
|
|
|
31
|
Ashfield Capital Partners
San Francisco,
California
|
$1.23M
|
-$18.5K
|
-675
|
-2%
|
|
|
32
|
Bailard
Foster City,
California
|
$1.18M
|
+$30.8K
|
+1,125
|
+3%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.17M
|
+$395K
|
+14,421
|
+53%
|
|
|
34
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$1.14M
|
+$813K
|
+29,679
|
+263%
|
|
|
35
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.12M
|
+$3.62K
|
+132
|
+0.3%
|
|
|
36
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.1M
|
+$695K
|
+25,374
|
+178%
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
+$165K
|
+6,027
|
+19%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$994K
|
+$167K
|
+6,078
|
+21%
|
|
|
40
|
IMC Chicago
Chicago,
Illinois
|
$977K
|
+$961K
|
+35,088
|
New
|
|
|
41
|
SVB Wealth
Boston,
Massachusetts
|
$975K
|
+$103K
|
+3,753
|
+12%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$969K
|
+$87.4K
|
+3,192
|
+10%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$938K
|
+$329K
|
+12,015
|
+55%
|
|
|
44
|
Alesco Advisors
Pittsford,
New York
|
$895K
|
-$4.93K
|
-180
|
-0.6%
|
|
|
45
|
Sentinel Trust
Houston,
Texas
|
$840K
|
-$24.7K
|
-900
|
-3%
|
|
|
46
|
JFG Wealth Management
Denver,
Colorado
|
$836K
|
-$163K
|
-5,937
|
-17%
|
|
|
47
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$835K
|
-$205K
|
-7,500
|
-20%
|
|
|
48
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$815K
|
-$123K
|
-4,488
|
-13%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$798K
|
+$96.1K
|
+3,507
|
+14%
|
|
|
50
|
ProVise Management Group
Clearwater,
Florida
|
$736K
|
+$10.3K
|
+375
|
+1%
|
|
