|
26
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$4.33M
|
+$4.18M
|
+496,811
|
New
|
|
|
27
|
Focused Wealth Management
Newburgh,
New York
|
$4.08M
|
+$68K
|
+8,083
|
+2%
|
|
|
28
|
SAM Advisors
Oakhurst,
California
|
$4.05M
|
+$3.91M
|
+464,433
|
New
|
|
|
29
|
CoreCap Advisors
Southfield,
Michigan
|
$3.51M
|
+$12.9K
|
+1,531
|
+0.4%
|
|
|
30
|
Logan Stone Capital
Chicago,
Illinois
|
$3.42M
|
-$317K
|
-37,705
|
-9%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$3.25M
|
-$117K
|
-13,883
|
-4%
|
|
|
32
|
Shaker Financial Services
Arlington,
Virginia
|
$3.11M
|
-$356K
|
-42,333
|
-11%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.05M
|
+$90.3K
|
+10,743
|
+3%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.7M
|
+$32.5K
|
+3,861
|
+1%
|
|
|
35
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$2.68M
|
+$34.6K
|
+4,118
|
+1%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.1M
|
+$57.4K
|
+6,823
|
+3%
|
|
|
37
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.01M
|
+$6.92K
|
+823
|
+0.4%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.98M
|
-$87K
|
-10,346
|
-4%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$1.81M
|
+$24.3K
|
+2,889
|
+1%
|
|
|
40
|
Park Avenue Securities
New York
|
$1.79M
|
-$44.1K
|
-5,246
|
-2%
|
|
|
41
|
Truist Financial
Charlotte,
North Carolina
|
$1.71M
|
+$178K
|
+21,170
|
+12%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$1.6M
|
+$2.83K
|
+336
|
+0.2%
|
|
|
43
|
Comerica Bank
Dallas,
Texas
|
$1.57M
|
-$70.1K
|
-8,335
|
-4%
|
|
|
44
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.55M
|
+$291K
|
+34,592
|
+23%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.53M
|
+$9.38K
|
+1,115
|
+0.6%
|
|
|
46
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$1.41M
|
-$111K
|
-13,200
|
-8%
|
|
|
47
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.31M
|
–
|
–
|
–
|
|
|
48
|
|
$1.12M
|
-$1.78M
|
-211,129
|
-62%
|
|
|
49
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.08M
|
-$15.4K
|
-1,827
|
-1%
|
|
|
50
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.06M
|
+$238K
|
+28,323
|
+30%
|
|
