|
26
|
Private Trust Company
Cleveland,
Ohio
|
$1.49M
|
+$165K
|
+15,000
|
+13%
|
|
|
27
|
First Trust Advisors
Wheaton,
Illinois
|
$1.39M
|
+$415K
|
+37,723
|
+43%
|
|
|
28
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.28M
|
+$14.9K
|
+1,351
|
+1%
|
|
|
29
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.22M
|
-$221K
|
-20,135
|
-15%
|
|
|
30
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.08M
|
–
|
–
|
–
|
|
|
31
|
Stolper & Co
Tulsa,
Oklahoma
|
$887K
|
-$2.17K
|
-197
|
-0.2%
|
|
|
32
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$886K
|
+$882K
|
+80,226
|
New
|
|
|
33
|
Rockefeller Capital Management
New York
|
$884K
|
-$91.7K
|
-8,335
|
-9%
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
$858K
|
-$37.9K
|
-3,444
|
-4%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$840K
|
+$3.93K
|
+357
|
+0.5%
|
|
|
36
|
|
$815K
|
+$811K
|
+73,791
|
New
|
|
|
37
|
Focus Partners Wealth
Boston,
Massachusetts
|
$804K
|
-$19K
|
-1,727
|
-2%
|
|
|
38
|
Lido Advisors
Los Angeles,
California
|
$738K
|
-$255K
|
-23,186
|
-26%
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$634K
|
–
|
–
|
–
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$616K
|
-$671
|
-61
|
-0.1%
|
|
|
41
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$613K
|
-$137K
|
-12,500
|
-18%
|
|
|
42
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$598K
|
-$3K
|
-273
|
-0.5%
|
|
|
43
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$575K
|
+$572K
|
+52,055
|
New
|
|
|
44
|
WealthShield Partners
Cary,
North Carolina
|
$556K
|
-$6.86K
|
-624
|
-1%
|
|
|
45
|
Alteri Wealth
Westlake Village,
California
|
$551K
|
+$17.9K
|
+1,628
|
+3%
|
|
|
46
|
Pin Oak Investment Advisors
Houston,
Texas
|
$549K
|
–
|
–
|
–
|
|
|
47
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$533K
|
-$2.89K
|
-263
|
-0.5%
|
|
|
48
|
Wela Strategies
Atlanta,
Georgia
|
$492K
|
+$12.3K
|
+1,118
|
+3%
|
|
|
49
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$482K
|
-$240K
|
-21,859
|
-33%
|
|
|
50
|
Horizon Kinetics Asset Management
New York
|
$448K
|
-$115K
|
-10,489
|
-21%
|
|
