|
26
|
First National Corp
Rockland,
Massachusetts
|
$982K
|
+$119K
|
+2,055
|
+13%
|
|
|
27
|
Lake Street Private Wealth
Chicago,
Illinois
|
$858K
|
–
|
–
|
–
|
|
|
28
|
Intelligence Driven Advisers
Carlsbad,
California
|
$782K
|
-$57.1K
|
-990
|
-7%
|
|
|
29
|
InterOcean Capital Group
Nashville,
Tennessee
|
$781K
|
+$309K
|
+5,360
|
+61%
|
|
|
30
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$764K
|
+$70.6K
|
+1,223
|
+10%
|
|
|
31
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$695K
|
-$45K
|
-780
|
-6%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$645K
|
-$10.9K
|
-189
|
-2%
|
|
|
33
|
Hollencrest Capital Management
Newport Beach,
California
|
$639K
|
+$108K
|
+1,880
|
+19%
|
|
|
34
|
NWAM LLC
Mercer Island,
Washington
|
$636K
|
-$1.95M
|
-33,761
|
-75%
|
|
|
35
|
Keebeck Wealth Management
Chicago,
Illinois
|
$626K
|
+$657K
|
+11,386
|
New
|
|
|
36
|
One Wealth Advisors
San Francisco,
California
|
$567K
|
+$285K
|
+4,933
|
+92%
|
|
|
37
|
Horizons Wealth Management
Asheville,
North Carolina
|
$486K
|
-$19.3K
|
-334
|
-4%
|
|
|
38
|
W Advisors LLC
Germantown,
Tennessee
|
$457K
|
+$245K
|
+4,241
|
+104%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$447K
|
+$98.5K
|
+1,707
|
+27%
|
|
|
40
|
One Advisory Partners
Overland Park,
Kansas
|
$387K
|
+$122K
|
+2,112
|
+43%
|
|
|
41
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$381K
|
-$16.4K
|
-285
|
-4%
|
|
|
42
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$361K
|
+$15.9K
|
+275
|
+4%
|
|
|
43
|
American Portfolios Advisors
Holbrook,
New York
|
$314K
|
-$40.4K
|
-700
|
-11%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$275K
|
-$1.33K
|
-23
|
-0.5%
|
|
|
45
|
Seaside Wealth Management
Carlsbad,
California
|
$271K
|
–
|
–
|
–
|
|
|
46
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$250K
|
+$263K
|
+4,558
|
New
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$236K
|
+$247K
|
+4,282
|
New
|
|
|
48
|
Cypress Wealth Services
Palm Desert,
California
|
$229K
|
+$229K
|
+3,967
|
New
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
50
|
Equitable Holdings
New York
|
$224K
|
+$462
|
+8
|
+0.2%
|
|
