|
26
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$2.17M
|
–
|
–
|
–
|
|
|
27
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$2.17M
|
-$474K
|
-21,124
|
-19%
|
|
|
28
|
Shaker Financial Services
Arlington,
Virginia
|
$2.1M
|
-$6.93M
|
-308,956
|
-78%
|
|
|
29
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2M
|
-$8.61K
|
-384
|
-0.4%
|
|
|
30
|
Edgewood Management
Greenwich,
Connecticut
|
$1.93M
|
–
|
–
|
–
|
|
|
31
|
|
$1.86M
|
+$382K
|
+17,019
|
+27%
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1.69M
|
+$13.5K
|
+603
|
+0.8%
|
|
|
33
|
Todd Wealth Management, LLC
Venice,
Florida
|
$1.66M
|
-$3.56K
|
-159
|
-0.2%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.28M
|
+$6.1K
|
+272
|
+0.5%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.2M
|
+$1.15M
|
+51,172
|
New
|
|
|
36
|
PMG Family Office
Plano,
Texas
|
$1.17M
|
+$6.62K
|
+295
|
+0.6%
|
|
|
37
|
&Partners
Nashville,
Tennessee
|
$1.15M
|
+$57.5K
|
+2,566
|
+6%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$992K
|
-$79K
|
-3,523
|
-8%
|
|
|
39
|
Choate Investment Advisors
Boston,
Massachusetts
|
$942K
|
+$897K
|
+40,000
|
New
|
|
|
40
|
PFG Investments
Woodbury,
New York
|
$920K
|
+$3.54K
|
+158
|
+0.4%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$815K
|
-$11.6K
|
-516
|
-1%
|
|
|
42
|
Joel Isaacson & Co
New York
|
$738K
|
+$9.91K
|
+442
|
+1%
|
|
|
43
|
XTX Topco
George Town,
Cayman Islands
|
$727K
|
+$261K
|
+11,631
|
+60%
|
|
|
44
|
1776 Wealth
Atlanta,
Georgia
|
$717K
|
-$37.3K
|
-1,665
|
-5%
|
|
|
45
|
Merit Financial Group
Alpharetta,
Georgia
|
$701K
|
–
|
–
|
–
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$699K
|
+$3.36K
|
+150
|
+0.5%
|
|
|
47
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$672K
|
–
|
–
|
–
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$659K
|
+$14K
|
+623
|
+2%
|
|
|
49
|
Concurrent Investment Advisors
Tampa,
Florida
|
$638K
|
+$2.08K
|
+93
|
+0.3%
|
|
|
50
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$625K
|
+$67.2K
|
+2,998
|
+13%
|
|
