|
26
|
Bourgeon Capital Management
Darien,
Connecticut
|
$6.07M
|
–
|
–
|
–
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$5.89M
|
-$54.1K
|
-363
|
-1%
|
|
|
28
|
FLC Capital Advisors
Palm Desert,
California
|
$5.72M
|
+$30.5K
|
+205
|
+0.6%
|
|
|
29
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.41M
|
-$1.44M
|
-9,661
|
-22%
|
|
|
30
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$5.35M
|
+$479K
|
+3,218
|
+10%
|
|
|
31
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.85M
|
+$3.7M
|
+24,872
|
+416%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.74M
|
+$8.34K
|
+56
|
+0.2%
|
|
|
33
|
Meitav Investment House
Bene-Beraq,
Israel
|
$4.69M
|
+$447K
|
+3,005
|
+11%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$4.62M
|
-$20.7K
|
-139
|
-0.5%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.57M
|
+$4.03M
|
+27,055
|
+1,274%
|
|
|
36
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.96M
|
+$702K
|
+4,712
|
+23%
|
|
|
37
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$3.62M
|
-$2.49M
|
-16,722
|
-42%
|
|
|
38
|
Two Sigma Investments
New York
|
$3.56M
|
+$3.14M
|
+21,100
|
+1,407%
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$3.55M
|
-$269K
|
-1,805
|
-7%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.43M
|
-$315K
|
-2,114
|
-9%
|
|
|
41
|
SFI Advisors
Montclair,
New Jersey
|
$3.28M
|
+$23.4K
|
+157
|
+0.8%
|
|
|
42
|
Centaurus Financial
Anaheim,
California
|
$3.23M
|
-$1.6M
|
-10,714
|
-34%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$3.09M
|
-$1.11M
|
-7,472
|
-28%
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$3.03M
|
+$419K
|
+2,814
|
+17%
|
|
|
45
|
Perigon Wealth Management
San Francisco,
California
|
$3.01M
|
-$8.94K
|
-60
|
-0.3%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$2.94M
|
-$267K
|
-1,790
|
-9%
|
|
|
47
|
Pacific Sun Financial
Los Angeles,
California
|
$2.93M
|
-$38.7K
|
-260
|
-1%
|
|
|
48
|
Brown Advisory
Baltimore,
Maryland
|
$2.89M
|
+$11.9K
|
+80
|
+0.4%
|
|
|
49
|
IHT Wealth Management
Chicago,
Illinois
|
$2.87M
|
+$117K
|
+789
|
+5%
|
|
|
50
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.87M
|
-$1.07M
|
-7,216
|
-28%
|
|
