|
26
|
Next Level Private
Harrison,
New York
|
$14.3M
|
+$950K
|
+12,881
|
+8%
|
|
|
27
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$13.6M
|
-$814K
|
-11,032
|
-6%
|
|
|
28
|
Parkside Investments
Deerfield,
Illinois
|
$13M
|
-$221K
|
-2,991
|
-2%
|
|
|
29
|
Presidio Capital Management
San Diego,
California
|
$12.4M
|
+$508K
|
+6,891
|
+5%
|
|
|
30
|
Equitable Holdings
New York
|
$11.3M
|
-$499K
|
-6,762
|
-5%
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$11.2M
|
+$810K
|
+10,984
|
+9%
|
|
|
32
|
Frederick Financial Consultants
Frederick,
Maryland
|
$11.1M
|
+$464K
|
+6,292
|
+5%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$9.57M
|
-$169K
|
-2,286
|
-2%
|
|
|
34
|
|
$9.47M
|
+$92.1K
|
+1,249
|
+1%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$8.74M
|
+$1.3M
|
+17,647
|
+20%
|
|
|
36
|
Atlas Wealth
Cincinnati,
Ohio
|
$8.17M
|
+$119K
|
+1,610
|
+2%
|
|
|
37
|
Crumly & Associates
Springfield,
Illinois
|
$8.12M
|
+$1.28M
|
+17,315
|
+21%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$8.06M
|
+$2.19M
|
+29,652
|
+43%
|
|
|
39
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7.94M
|
+$5.35M
|
+72,526
|
+290%
|
|
|
40
|
Prospera Financial Services
Dallas,
Texas
|
$7.45M
|
+$667K
|
+9,039
|
+11%
|
|
|
41
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.09M
|
+$183K
|
+2,475
|
+3%
|
|
|
42
|
Fiduciary Planning
Englewood,
Florida
|
$6.87M
|
-$265K
|
-3,590
|
-4%
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$6.36M
|
+$1.67M
|
+22,649
|
+41%
|
|
|
44
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.33M
|
+$246K
|
+3,333
|
+4%
|
|
|
45
|
Symphony Financial Services
Akron,
Ohio
|
$6.24M
|
+$764K
|
+10,366
|
+16%
|
|
|
46
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$5.98M
|
+$56.2K
|
+762
|
+1%
|
|
|
47
|
SPC Financial Inc
Rockville,
Maryland
|
$5.83M
|
+$232K
|
+3,148
|
+5%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.49M
|
-$80.9K
|
-1,097
|
-2%
|
|
|
49
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.43M
|
+$4.92M
|
+66,760
|
New
|
|
|
50
|
Strive Asset Management
Dublin,
Ohio
|
$5.34M
|
+$2.61M
|
+35,444
|
+118%
|
|
