|
26
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$703K
|
+$804K
|
+17,936
|
New
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$667K
|
+$763K
|
+17,025
|
New
|
|
|
28
|
Columbus Macro
New Castle,
Pennsylvania
|
$664K
|
+$2.56K
|
+57
|
+0.3%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$615K
|
+$94.8K
|
+2,116
|
+16%
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$468K
|
–
|
–
|
–
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$462K
|
+$51.7K
|
+1,154
|
+11%
|
|
|
32
|
Prospera Financial Services
Dallas,
Texas
|
$451K
|
+$516K
|
+11,506
|
New
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$450K
|
+$34.6K
|
+772
|
+7%
|
|
|
34
|
Wealthfront Advisers
Palo Alto,
California
|
$446K
|
+$230K
|
+5,126
|
+82%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$412K
|
+$125K
|
+2,783
|
+36%
|
|
|
36
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$412K
|
+$472K
|
+10,522
|
New
|
|
|
37
|
Anson Capital
Tyrone,
Georgia
|
$409K
|
+$468K
|
+10,444
|
New
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$382K
|
-$39.3K
|
-877
|
-8%
|
|
|
39
|
Global Retirement Partners
San Rafael,
California
|
$364K
|
+$2.15K
|
+48
|
+0.5%
|
|
|
40
|
Vontobel Holding
Zurich,
Switzerland
|
$361K
|
+$224K
|
+5,000
|
+119%
|
|
|
41
|
|
$355K
|
+$407K
|
+9,069
|
New
|
|
|
42
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$311K
|
-$27.3K
|
-608
|
-7%
|
|
|
43
|
Credit Suisse
Zurich,
Switzerland
|
$291K
|
+$102K
|
+2,276
|
+44%
|
|
|
44
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
+$51.7K
|
+1,153
|
+19%
|
|
|
45
|
IAM Advisory
Easton,
Pennsylvania
|
$266K
|
+$304K
|
+6,779
|
New
|
|
|
46
|
Old Mission Capital
Chicago,
Illinois
|
$250K
|
+$286K
|
+6,386
|
New
|
|
|
47
|
Clare Market Investments
Dallas,
Texas
|
$226K
|
+$259K
|
+5,775
|
New
|
|
|
48
|
SignatureFD
Atlanta,
Georgia
|
$218K
|
–
|
–
|
–
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$212K
|
+$215K
|
+4,792
|
+1,198%
|
|
|
50
|
Hudock Inc
Williamsport,
Pennsylvania
|
$132K
|
+$136K
|
+3,034
|
+867%
|
|
