|
26
|
IHT Wealth Management
Chicago,
Illinois
|
$1.2M
|
-$1.89M
|
-20,863
|
-61%
|
|
|
27
|
BlackDiamond Wealth Management
New York
|
$1.09M
|
+$28.9K
|
+320
|
+3%
|
|
|
28
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.01M
|
+$500K
|
+5,532
|
+99%
|
|
|
29
|
WealthCollab
Bellevue,
Washington
|
$909K
|
+$24.9K
|
+276
|
+3%
|
|
|
30
|
Austin Wealth Management
Austin,
Texas
|
$834K
|
-$897K
|
-9,925
|
-52%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$795K
|
+$35.3K
|
+390
|
+5%
|
|
|
32
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$763K
|
+$11.3K
|
+125
|
+2%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$761K
|
+$173K
|
+1,909
|
+29%
|
|
|
34
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$755K
|
+$306K
|
+3,384
|
+69%
|
|
|
35
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$729K
|
+$27.5K
|
+304
|
+4%
|
|
|
36
|
XY Planning Network
Bozeman,
Montana
|
$665K
|
+$130K
|
+1,437
|
+24%
|
|
|
37
|
McCartney Wealth Management
Clayton,
Missouri
|
$573K
|
-$42.4K
|
-469
|
-7%
|
|
|
38
|
NewEdge Advisors
New Orleans,
Louisiana
|
$526K
|
+$524K
|
+5,796
|
New
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$474K
|
+$179K
|
+1,985
|
+61%
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$471K
|
–
|
–
|
–
|
|
|
41
|
Latitude Advisors
Vero Beach,
Florida
|
$448K
|
-$181
|
-2
|
-0%
|
|
|
42
|
Orcam Financial Group
Encinitas,
California
|
$433K
|
+$99K
|
+1,095
|
+30%
|
|
|
43
|
Quantinno Capital Management
New York
|
$397K
|
+$18.1K
|
+200
|
+5%
|
|
|
44
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$357K
|
-$1.79M
|
-19,764
|
-83%
|
|
|
45
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$353K
|
+$351K
|
+3,888
|
New
|
|
|
46
|
North Berkeley Wealth Management
Berkeley,
California
|
$310K
|
–
|
–
|
–
|
|
|
47
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$293K
|
+$12.4K
|
+137
|
+4%
|
|
|
48
|
Jessup Wealth Management
Dayton,
Ohio
|
$242K
|
–
|
–
|
–
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$232K
|
+$231K
|
+2,554
|
New
|
|
|
50
|
|
$217K
|
+$216K
|
+2,387
|
New
|
|
