|
26
|
Rareview Capital
Las Vegas,
Nevada
|
$1.56M
|
-$415K
|
-37,853
|
-21%
|
|
|
27
|
Private Trust Company
Cleveland,
Ohio
|
$1.46M
|
–
|
–
|
–
|
|
|
28
|
First Trust Advisors
Wheaton,
Illinois
|
$1.42M
|
+$58K
|
+5,295
|
+4%
|
|
|
29
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.18M
|
+$22.5K
|
+2,057
|
+2%
|
|
|
30
|
Diesslin Group
Fort Worth,
Texas
|
$1.17M
|
+$1.18M
|
+108,167
|
New
|
|
|
31
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.17M
|
-$92.6K
|
-8,455
|
-7%
|
|
|
32
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.06M
|
–
|
–
|
–
|
|
|
33
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$988K
|
+$429K
|
+39,136
|
+75%
|
|
|
34
|
Fell Capital Management
Newport Beach,
California
|
$917K
|
+$928K
|
+84,684
|
New
|
|
|
35
|
Stolper & Co
Tulsa,
Oklahoma
|
$889K
|
+$19.5K
|
+1,783
|
+2%
|
|
|
36
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$883K
|
+$14.6K
|
+1,332
|
+2%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$883K
|
+$893K
|
+81,558
|
New
|
|
|
38
|
|
$847K
|
+$47.9K
|
+4,373
|
+6%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$845K
|
+$854K
|
+78,006
|
New
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$841K
|
+$17.6K
|
+1,610
|
+2%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$839K
|
-$27.2K
|
-2,483
|
-3%
|
|
|
42
|
Focus Partners Wealth
Boston,
Massachusetts
|
$785K
|
-$2.97K
|
-271
|
-0.4%
|
|
|
43
|
Principal Securities
Des Moines,
Iowa
|
$759K
|
-$83.4K
|
-7,611
|
-10%
|
|
|
44
|
Lido Advisors
Los Angeles,
California
|
$738K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$671K
|
+$66K
|
+6,026
|
+11%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$603K
|
–
|
–
|
–
|
|
|
47
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$585K
|
-$986
|
-90
|
-0.2%
|
|
|
48
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$582K
|
-$19.6K
|
-1,793
|
-3%
|
|
|
49
|
Shaker Financial Services
Arlington,
Virginia
|
$580K
|
+$225K
|
+20,561
|
+62%
|
|
|
50
|
Alteri Wealth
Westlake Village,
California
|
$561K
|
+$21.9K
|
+2,001
|
+4%
|
|
