|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$15.3M
|
+$3.95M
|
+54,982
|
+34%
|
|
|
27
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$12.8M
|
+$623K
|
+8,677
|
+5%
|
|
|
28
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$12.6M
|
-$414K
|
-5,765
|
-3%
|
|
|
29
|
Litman Gregory Wealth Management
Larkspur,
California
|
$12.4M
|
+$3.4M
|
+47,284
|
+37%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$11.8M
|
-$114K
|
-1,589
|
-0.9%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.5M
|
+$1.43M
|
+19,965
|
+14%
|
|
|
32
|
Foster Group
West Des Moines,
Iowa
|
$11.3M
|
+$1.23M
|
+17,062
|
+12%
|
|
|
33
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.5M
|
-$852K
|
-11,860
|
-7%
|
|
|
34
|
Waverly Advisors
Birmingham,
Alabama
|
$10.4M
|
-$34.4K
|
-479
|
-0.3%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.2M
|
-$3.33M
|
-46,280
|
-24%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.78M
|
+$741K
|
+10,318
|
+8%
|
|
|
37
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$8.66M
|
–
|
–
|
–
|
|
|
38
|
Atria Wealth Solutions
New York
|
$8.48M
|
+$265K
|
+3,686
|
+3%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.19M
|
-$72.2K
|
-1,005
|
-0.9%
|
|
|
40
|
|
$7.87M
|
+$8.04M
|
+111,884
|
New
|
|
|
41
|
|
$7.45M
|
+$248K
|
+3,458
|
+3%
|
|
|
42
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.33M
|
-$257K
|
-3,580
|
-3%
|
|
|
43
|
LVW Advisors
Pittsford,
New York
|
$7.21M
|
+$964K
|
+13,412
|
+15%
|
|
|
44
|
First Western Trust Bank
Denver,
Colorado
|
$7.1M
|
+$394K
|
+5,488
|
+6%
|
|
|
45
|
Schroder Investment Management Group
London,
United Kingdom
|
$7.04M
|
-$648K
|
-9,014
|
-8%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.81M
|
+$246K
|
+3,423
|
+4%
|
|
|
47
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$6.48M
|
–
|
–
|
–
|
|
|
48
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$6.46M
|
-$335K
|
-4,658
|
-5%
|
|
|
49
|
Pegasus Partners
Mequon,
Wisconsin
|
$6.16M
|
+$573K
|
+7,975
|
+10%
|
|
|
50
|
Pathstone Family Office
Englewood,
New Jersey
|
$5.97M
|
+$1.14M
|
+15,892
|
+73%
|
|
