|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.26M
|
+$1.56M
|
+17,633
|
+30%
|
|
|
27
|
|
$6.04M
|
-$1.79M
|
-20,222
|
-22%
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.03M
|
+$4.11M
|
+46,507
|
+177%
|
|
|
29
|
Cardan Capital Partners
Denver,
Colorado
|
$5.8M
|
+$223K
|
+2,526
|
+4%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.75M
|
-$828K
|
-9,379
|
-12%
|
|
|
31
|
TPB Wealth Advisors
San Antonio,
Texas
|
$5M
|
+$4.49M
|
+50,800
|
+552%
|
|
|
32
|
Act Two Investors
Santa Cruz,
California
|
$4.85M
|
+$5.18M
|
+58,597
|
New
|
|
|
33
|
Mather Group
Chicago,
Illinois
|
$4.78M
|
+$5.1M
|
+57,711
|
New
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.36M
|
-$70.5M
|
-798,682
|
-94%
|
|
|
35
|
Renaissance Technologies
New York
|
$4.29M
|
+$4.38M
|
+49,539
|
+2,191%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.38M
|
-$69.5M
|
-787,101
|
-95%
|
|
|
37
|
Financial Life Advisors
San Antonio,
Texas
|
$3.26M
|
+$3.47M
|
+39,327
|
New
|
|
|
38
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.25M
|
+$3.46M
|
+39,197
|
New
|
|
|
39
|
RHS Financial
San Francisco,
California
|
$3.22M
|
-$860K
|
-9,741
|
-20%
|
|
|
40
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.13M
|
-$27.2M
|
-307,702
|
-89%
|
|
|
41
|
Bank of New York Mellon
New York
|
$2.58M
|
+$840K
|
+9,507
|
+44%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$2.52M
|
+$110K
|
+1,240
|
+4%
|
|
|
43
|
Belpointe Asset Management
Reno,
Nevada
|
$2.23M
|
+$8.39K
|
+95
|
+0.4%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.13M
|
+$2.27M
|
+25,732
|
New
|
|
|
45
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.02M
|
+$194K
|
+2,193
|
+10%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
-$88.8K
|
-1,005
|
-4%
|
|
|
47
|
Violich Capital Management
San Francisco,
California
|
$1.93M
|
-$3.77M
|
-42,660
|
-65%
|
|
|
48
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.67M
|
+$403K
|
+4,558
|
+29%
|
|
|
49
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.66M
|
+$68.9K
|
+780
|
+4%
|
|
|
50
|
Beta Wealth Group
San Diego,
California
|
$1.63M
|
+$1.74M
|
+19,697
|
New
|
|
