|
26
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$887K
|
+$16.2K
|
+235
|
+2%
|
|
|
27
|
IHT Wealth Management
Chicago,
Illinois
|
$830K
|
+$188K
|
+2,715
|
+29%
|
|
|
28
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$749K
|
+$753K
|
+10,897
|
New
|
|
|
29
|
Rockefeller Capital Management
New York
|
$724K
|
+$49.6K
|
+718
|
+7%
|
|
|
30
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$592K
|
+$48.8K
|
+706
|
+9%
|
|
|
31
|
Northern Trust
Chicago,
Illinois
|
$577K
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$563K
|
-$88.4K
|
-1,279
|
-14%
|
|
|
33
|
NWF Advisory Services
Los Angeles,
California
|
$545K
|
+$530K
|
+7,667
|
New
|
|
|
34
|
Veritable
Wilmington,
Delaware
|
$531K
|
+$1.45K
|
+21
|
+0.3%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$502K
|
+$42.9K
|
+620
|
+9%
|
|
|
36
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$462K
|
+$464K
|
+6,714
|
New
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$355K
|
-$56.6K
|
-819
|
-14%
|
|
|
38
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$348K
|
–
|
–
|
–
|
|
|
39
|
TruWealth Advisors
Metairie,
Louisiana
|
$299K
|
–
|
–
|
–
|
|
|
40
|
Planning Directions
Glen Mills,
Pennsylvania
|
$296K
|
-$29.8K
|
-431
|
-9%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$288K
|
–
|
–
|
–
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$287K
|
-$113K
|
-1,631
|
-28%
|
|
|
43
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$256K
|
-$31.4K
|
-454
|
-11%
|
|
|
44
|
Calton & Associates
Tampa,
Florida
|
$242K
|
+$277
|
+4
|
+0.1%
|
|
|
45
|
Wedbush Securities
Los Angeles,
California
|
$230K
|
+$69
|
+1
|
+0%
|
|
|
46
|
Oxford Financial Group
Carmel,
Indiana
|
$210K
|
–
|
–
|
–
|
|
|
47
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$207K
|
+$553
|
+8
|
+0.3%
|
|
|
48
|
Westside Investment Management
Santa Monica,
California
|
$192K
|
–
|
–
|
–
|
|
|
49
|
IFP Advisors
Tampa,
Florida
|
$170K
|
-$351K
|
-5,082
|
-60%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97K
|
-$51.8K
|
-750
|
-35%
|
|
