|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.1M
|
+$294K
|
+9,243
|
+17%
|
|
|
27
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$2.07M
|
-$239K
|
-7,521
|
-11%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.99M
|
+$251K
|
+7,878
|
+15%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.81M
|
+$149K
|
+4,692
|
+9%
|
|
|
30
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$1.72M
|
-$12.9K
|
-405
|
-3%
|
|
|
31
|
Modera Wealth Management
Westwood,
New Jersey
|
$1.68M
|
+$232K
|
+7,284
|
+17%
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1.6M
|
+$1.55M
|
+48,828
|
New
|
|
|
33
|
Eidelman Virant Capital
Saint Louis,
Missouri
|
$1.56M
|
+$226K
|
+7,116
|
+155%
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$1.55M
|
+$389K
|
+12,228
|
+35%
|
|
|
35
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$1.5M
|
+$286
|
+9
|
+0%
|
|
|
36
|
Bailard
Foster City,
California
|
$1.46M
|
+$39.6K
|
+1,245
|
+3%
|
|
|
37
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.44M
|
-$73.7K
|
-2,316
|
-5%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.41M
|
+$257K
|
+8,073
|
+23%
|
|
|
39
|
JFG Wealth Management
Denver,
Colorado
|
$1.4M
|
+$408K
|
+12,822
|
+43%
|
|
|
40
|
Rathbones Group
Liverpool,
United Kingdom
|
$1.4M
|
+$1.36M
|
+42,810
|
New
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$1.33M
|
+$99K
|
+3,114
|
+8%
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
+$63.1K
|
+1,983
|
+5%
|
|
|
43
|
WESCAP Management Group
Glendale,
California
|
$1.23M
|
-$334K
|
-10,509
|
-22%
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.08M
|
–
|
–
|
–
|
|
|
45
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.07M
|
-$334K
|
-10,509
|
-24%
|
|
|
46
|
Alesco Advisors
Pittsford,
New York
|
$1.03M
|
-$2.86K
|
-90
|
-0.3%
|
|
|
47
|
Sentinel Trust
Houston,
Texas
|
$1.01M
|
+$36.3K
|
+1,140
|
+4%
|
|
|
48
|
|
$1.01M
|
+$252K
|
+7,917
|
+35%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$982K
|
–
|
–
|
–
|
|
|
50
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$905K
|
–
|
–
|
–
|
|
