|
26
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$917K
|
–
|
–
|
–
|
|
|
27
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$775K
|
–
|
–
|
–
|
|
|
28
|
Rockefeller Capital Management
New York
|
$731K
|
-$17.5K
|
-255
|
-2%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$718K
|
+$193K
|
+2,812
|
+39%
|
|
|
30
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$691K
|
+$75.8K
|
+1,106
|
+13%
|
|
|
31
|
Northern Trust
Chicago,
Illinois
|
$596K
|
–
|
–
|
–
|
|
|
32
|
IHT Wealth Management
Chicago,
Illinois
|
$592K
|
-$256K
|
-3,737
|
-31%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$562K
|
-$19.9K
|
-290
|
-4%
|
|
|
34
|
Flow Traders U.S.
New York
|
$557K
|
+$537K
|
+7,837
|
New
|
|
|
35
|
Veritable
Wilmington,
Delaware
|
$551K
|
+$1.85K
|
+27
|
+0.3%
|
|
|
36
|
NWF Advisory Services
Los Angeles,
California
|
$545K
|
–
|
–
|
–
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$461K
|
-$15.2K
|
-222
|
-3%
|
|
|
38
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$360K
|
–
|
–
|
–
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$324K
|
+$26K
|
+379
|
+9%
|
|
|
40
|
TruWealth Advisors
Metairie,
Louisiana
|
$309K
|
–
|
–
|
–
|
|
|
41
|
Atria Wealth Solutions
New York
|
$298K
|
–
|
–
|
–
|
|
|
42
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$275K
|
+$266K
|
+3,874
|
New
|
|
|
43
|
Planning Directions
Glen Mills,
Pennsylvania
|
$268K
|
-$36.5K
|
-533
|
-12%
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$260K
|
-$5.14K
|
-75
|
-2%
|
|
|
45
|
Calton & Associates
Tampa,
Florida
|
$249K
|
-$686
|
-10
|
-0.3%
|
|
|
46
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$244K
|
+$235K
|
+3,434
|
New
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$243K
|
+$137
|
+2
|
+0.1%
|
|
|
48
|
Wedbush Securities
Los Angeles,
California
|
$238K
|
+$137
|
+2
|
+0.1%
|
|
|
49
|
Guidance Capital
Lousville,
Kentucky
|
$231K
|
+$220K
|
+3,211
|
New
|
|
|
50
|
Oxford Financial Group
Carmel,
Indiana
|
$217K
|
–
|
–
|
–
|
|
