|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$750K
|
+$69.5K
|
+630
|
+10%
|
|
|
27
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$656K
|
–
|
–
|
–
|
|
|
28
|
LPL Financial
San Diego,
California
|
$647K
|
-$895K
|
-8,112
|
-58%
|
|
|
29
|
Regal Investment Advisors
Kentwood,
Michigan
|
$644K
|
+$650K
|
+5,891
|
New
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$575K
|
+$62.3K
|
+565
|
+12%
|
|
|
31
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$547K
|
-$27.6K
|
-250
|
-5%
|
|
|
32
|
Bel Air Investment Advisors
Los Angeles,
California
|
$547K
|
+$551K
|
+5,000
|
New
|
|
|
33
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$400K
|
–
|
–
|
–
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$349K
|
–
|
–
|
–
|
|
|
35
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$346K
|
-$261K
|
-2,367
|
-43%
|
|
|
36
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$321K
|
+$5.73K
|
+52
|
+2%
|
|
|
37
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$318K
|
–
|
–
|
–
|
|
|
38
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$317K
|
–
|
–
|
–
|
|
|
39
|
Northern Trust
Chicago,
Illinois
|
$301K
|
–
|
–
|
–
|
|
|
40
|
Hartline Investment Corp
Winnetka,
Illinois
|
$279K
|
+$281K
|
+2,550
|
New
|
|
|
41
|
SG Americas Securities
New York
|
$257K
|
-$893K
|
-8,100
|
-78%
|
|
|
42
|
Formidable Asset Management
Cincinnati,
Ohio
|
$238K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$219K
|
–
|
–
|
–
|
|
|
44
|
Laidlaw Wealth Management
New York City,
New York
|
$212K
|
+$214K
|
+1,938
|
New
|
|
|
45
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$208K
|
+$209K
|
+1,899
|
New
|
|
|
46
|
|
$197K
|
–
|
–
|
–
|
|
|
47
|
Spire Wealth Management
Mclean,
Virginia
|
$154K
|
+$44.7K
|
+405
|
+41%
|
|
|
48
|
|
$146K
|
+$30.9K
|
+280
|
+26%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$114K
|
+$1.65K
|
+15
|
+1%
|
|
|
50
|
SignatureFD
Atlanta,
Georgia
|
$112K
|
+$71.3K
|
+647
|
+170%
|
|
