|
26
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$2.13M
|
–
|
–
|
–
|
|
|
27
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.08M
|
–
|
–
|
–
|
|
|
28
|
Menard Financial Group
Houston,
Texas
|
$2.07M
|
+$145K
|
+3,187
|
+8%
|
|
|
29
|
Neuberger Berman Group
New York
|
$1.98M
|
–
|
–
|
–
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.98M
|
+$292K
|
+6,405
|
+17%
|
|
|
31
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.83M
|
-$217K
|
-4,757
|
-11%
|
|
|
32
|
Vawter Financial
Columbus,
Ohio
|
$1.8M
|
+$225K
|
+4,926
|
+14%
|
|
|
33
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.63M
|
+$428K
|
+9,381
|
+36%
|
|
|
34
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.55M
|
+$116K
|
+2,540
|
+8%
|
|
|
35
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.5M
|
+$1.49M
|
+32,690
|
New
|
|
|
36
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.4M
|
+$59.1K
|
+1,295
|
+4%
|
|
|
37
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.32M
|
+$277K
|
+6,069
|
+26%
|
|
|
38
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.32M
|
+$751K
|
+16,469
|
+132%
|
|
|
39
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.14M
|
-$10.3M
|
-226,277
|
-90%
|
|
|
40
|
Lido Advisors
Los Angeles,
California
|
$1.1M
|
-$19.5K
|
-427
|
-2%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$905K
|
-$3.25M
|
-71,235
|
-78%
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$778K
|
-$124K
|
-2,728
|
-14%
|
|
|
43
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$740K
|
+$274K
|
+6,006
|
+59%
|
|
|
44
|
Lockerman Financial Group
Newport Beach,
California
|
$738K
|
+$261K
|
+5,718
|
+55%
|
|
|
45
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$721K
|
+$224K
|
+4,911
|
+45%
|
|
|
46
|
Wayfinding Financial
Lynnwood,
Washington
|
$622K
|
-$1.55K
|
-34
|
-0.2%
|
|
|
47
|
Independent Wealth Network
Urbandale,
Iowa
|
$554K
|
-$1.82K
|
-40
|
-0.3%
|
|
|
48
|
Ascent Group
Virginia Beach,
Virginia
|
$538K
|
+$109K
|
+2,391
|
+26%
|
|
|
49
|
GeoWealth Management
Chicago,
Illinois
|
$533K
|
+$145K
|
+3,172
|
+37%
|
|
|
50
|
Graypoint LLC
Albany,
New York
|
$532K
|
+$29.7K
|
+650
|
+6%
|
|
