|
26
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$525K
|
-$30.9K
|
-504
|
-5%
|
|
|
27
|
Level Four Advisory Services
Dallas,
Texas
|
$477K
|
+$503K
|
+8,211
|
New
|
|
|
28
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$459K
|
+$3.13K
|
+51
|
+0.7%
|
|
|
29
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$439K
|
+$463K
|
+7,559
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$420K
|
-$92.2K
|
-1,504
|
-17%
|
|
|
31
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$378K
|
+$399K
|
+6,501
|
New
|
|
|
32
|
Cetera Advisor Networks
El Segundo,
California
|
$306K
|
+$73.5K
|
+1,199
|
+29%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$289K
|
+$23.5K
|
+384
|
+8%
|
|
|
34
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$269K
|
+$1.72K
|
+28
|
+0.6%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$255K
|
+$269K
|
+4,395
|
New
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$242K
|
+$255K
|
+4,158
|
New
|
|
|
37
|
Western Wealth Management
Golden,
Colorado
|
$231K
|
-$5.95K
|
-97
|
-2%
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$221K
|
-$46.8K
|
-763
|
-17%
|
|
|
39
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$220K
|
+$9.38K
|
+153
|
+4%
|
|
|
40
|
TIAA FSB
Jacksonville,
Florida
|
$212K
|
+$224K
|
+3,654
|
New
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$131K
|
-$50.4K
|
-822
|
-27%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$97K
|
+$552
|
+9
|
+0.5%
|
|
|
43
|
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Country Trust Bank
Bloomington,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$654K
|
-10,354
|
Closed
|
|
|
46
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$250K
|
-3,958
|
Closed
|
|
|
47
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$32K
|
-500
|
Closed
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
–
|
-$11K
|
-169
|
Closed
|
|
