|
26
|
LongView Wealth Management
Atlanta,
Georgia
|
$2.37M
|
-$2.36M
|
-109,831
|
-51%
|
|
|
27
|
Community Bank
Dewitt,
New York
|
$2.25M
|
–
|
–
|
–
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$2.17M
|
+$1.27M
|
+58,950
|
+157%
|
|
|
29
|
Kingswood Wealth Advisors
San Diego,
California
|
$2.08M
|
+$283K
|
+13,164
|
+17%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.84M
|
-$678K
|
-31,574
|
-28%
|
|
|
31
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$1.84M
|
-$14.6K
|
-678
|
-0.8%
|
|
|
32
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.72M
|
-$32.8K
|
-1,528
|
-2%
|
|
|
33
|
Brown Brothers Harriman & Co
New York
|
$1.71M
|
-$390K
|
-18,140
|
-19%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.61M
|
-$13K
|
-607
|
-0.8%
|
|
|
35
|
L.J. Altfest & Co
New York
|
$1.6M
|
+$17.6K
|
+819
|
+1%
|
|
|
36
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.57M
|
-$9.9K
|
-461
|
-0.7%
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.53M
|
-$212K
|
-9,851
|
-13%
|
|
|
38
|
Legacy Financial Independent Advisors
Louisville,
Kentucky
|
$1.38M
|
+$1.32M
|
+61,316
|
New
|
|
|
39
|
Magnus Financial Group
New York
|
$1.37M
|
-$27K
|
-1,257
|
-2%
|
|
|
40
|
CoreCap Advisors
Southfield,
Michigan
|
$1.33M
|
+$18.3K
|
+851
|
+1%
|
|
|
41
|
Cresset Asset Management
Chicago,
Illinois
|
$1.22M
|
–
|
–
|
–
|
|
|
42
|
OneAscent Family Office
Birmingham,
Alabama
|
$1.15M
|
+$132K
|
+6,149
|
+14%
|
|
|
43
|
MGO One Seven
Beachwood,
Ohio
|
$1.1M
|
-$322
|
-15
|
-0%
|
|
|
44
|
|
$1.08M
|
–
|
–
|
–
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$1.08M
|
+$4.79K
|
+223
|
+0.5%
|
|
|
46
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.06M
|
+$75.3K
|
+3,504
|
+8%
|
|
|
47
|
Oppenheimer & Co
New York
|
$964K
|
-$40.4K
|
-1,879
|
-4%
|
|
|
48
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$957K
|
+$215
|
+10
|
+0%
|
|
|
49
|
Formidable Asset Management
Cincinnati,
Ohio
|
$933K
|
-$11.6K
|
-541
|
-1%
|
|
|
50
|
Bank of New York Mellon
New York
|
$930K
|
+$563K
|
+26,232
|
+174%
|
|
