|
26
|
Bickling Financial Services
Lexington,
Massachusetts
|
$2.17M
|
-$712K
|
-41,896
|
-23%
|
|
|
27
|
|
$2.16M
|
+$2.34M
|
+137,807
|
New
|
|
|
28
|
Rockefeller Capital Management
New York
|
$1.91M
|
-$387K
|
-22,745
|
-16%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$1.91M
|
+$1.31M
|
+77,045
|
+172%
|
|
|
30
|
Matisse Capital
Portland,
Oregon
|
$1.25M
|
+$1.36M
|
+80,000
|
New
|
|
|
31
|
Claro Advisors
Boston,
Massachusetts
|
$1.23M
|
+$140K
|
+8,231
|
+12%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.2M
|
-$1.89M
|
-110,955
|
-59%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.19M
|
+$286K
|
+16,849
|
+28%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$1.04M
|
-$1.1M
|
-64,664
|
-49%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$1.03M
|
-$36.5K
|
-2,146
|
-3%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$958K
|
+$117K
|
+6,865
|
+13%
|
|
|
37
|
Oppenheimer & Co
New York
|
$900K
|
-$102K
|
-6,019
|
-9%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$854K
|
-$501K
|
-29,453
|
-35%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$849K
|
+$922K
|
+54,247
|
New
|
|
|
40
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$796K
|
+$884
|
+52
|
+0.1%
|
|
|
41
|
International Assets Investment Management
Orlando,
Florida
|
$665K
|
+$515K
|
+30,285
|
New
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$613K
|
+$159K
|
+9,329
|
+31%
|
|
|
43
|
|
$549K
|
+$596K
|
+35,087
|
New
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$549K
|
+$477K
|
+28,063
|
New
|
|
|
45
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$541K
|
+$189K
|
+11,128
|
+47%
|
|
|
46
|
|
$505K
|
+$549K
|
+32,289
|
New
|
|
|
47
|
Centaurus Financial
Anaheim,
California
|
$498K
|
-$31.3K
|
-1,841
|
-5%
|
|
|
48
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$486K
|
+$121K
|
+7,110
|
+30%
|
|
|
49
|
Insigneo Advisory Services
Miami,
Florida
|
$482K
|
+$524K
|
+30,838
|
New
|
|
|
50
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$440K
|
-$8.79M
|
-517,230
|
-95%
|
|
