|
26
|
Rockefeller Capital Management
New York
|
$756K
|
+$174K
|
+17,163
|
+30%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$749K
|
+$3.88K
|
+382
|
+0.5%
|
|
|
28
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$603K
|
-$20.3K
|
-2,000
|
-3%
|
|
|
29
|
J.W. Cole Advisors
Tampa,
Florida
|
$573K
|
+$464K
|
+45,696
|
+405%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$537K
|
+$248K
|
+24,417
|
+84%
|
|
|
31
|
Matrix Private Capital Group
New York
|
$531K
|
–
|
–
|
–
|
|
|
32
|
Samalin Investment Counsel
Chappaqua,
New York
|
$479K
|
+$17.5K
|
+1,729
|
+4%
|
|
|
33
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$462K
|
+$57.6K
|
+5,681
|
+14%
|
|
|
34
|
Financial Advocates Investment Management
Olympia,
Washington
|
$442K
|
+$51.2K
|
+5,048
|
+13%
|
|
|
35
|
Choreo LLC
Rockford,
Illinois
|
$377K
|
+$380K
|
+37,509
|
New
|
|
|
36
|
|
$354K
|
+$357K
|
+35,235
|
New
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$351K
|
+$11.5K
|
+1,129
|
+3%
|
|
|
38
|
|
$334K
|
+$337K
|
+33,200
|
New
|
|
|
39
|
Dock Street Asset Management
Palm Beach,
Florida
|
$332K
|
–
|
–
|
–
|
|
|
40
|
Black Swift Group
Boulder,
Colorado
|
$329K
|
-$515K
|
-50,750
|
-61%
|
|
|
41
|
Private Wealth Strategies
New Albany,
Ohio
|
$305K
|
+$95.2K
|
+9,382
|
+45%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$303K
|
–
|
–
|
–
|
|
|
43
|
Essex Financial Services
Essex,
Connecticut
|
$272K
|
+$25.4K
|
+2,500
|
+10%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$242K
|
-$226K
|
-22,240
|
-48%
|
|
|
45
|
|
$236K
|
+$238K
|
+23,455
|
New
|
|
|
46
|
CastleKnight Management
New York
|
$225K
|
–
|
–
|
–
|
|
|
47
|
Ballentine Partners
Waltham,
Massachusetts
|
$221K
|
+$223K
|
+21,985
|
New
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$219K
|
+$221K
|
+21,800
|
New
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$193K
|
+$89K
|
+8,776
|
+84%
|
|
|
50
|
Naviter Wealth
Little Rock,
Arkansas
|
$183K
|
+$185K
|
+18,250
|
New
|
|
