|
26
|
Formidable Asset Management
Cincinnati,
Ohio
|
$454K
|
–
|
–
|
–
|
|
|
27
|
Greytown Advisors
Miami,
Florida
|
$387K
|
–
|
–
|
–
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$386K
|
-$65.5K
|
-8,890
|
-14%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$383K
|
-$8.87K
|
-1,203
|
-2%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$361K
|
-$501
|
-68
|
-0.1%
|
|
|
31
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$359K
|
–
|
–
|
–
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$307K
|
-$52.5K
|
-7,129
|
-14%
|
|
|
33
|
Beta Wealth Group
San Diego,
California
|
$305K
|
-$14.8K
|
-2,004
|
-5%
|
|
|
34
|
Avalon Investment & Advisory
Houston,
Texas
|
$302K
|
–
|
–
|
–
|
|
|
35
|
WealthSource Partners
San Luis Obispo,
California
|
$288K
|
+$295K
|
+40,000
|
New
|
|
|
36
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$259K
|
+$501
|
+68
|
+0.2%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$231K
|
+$16.9K
|
+2,300
|
+8%
|
|
|
38
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$182K
|
+$41.3K
|
+5,600
|
+28%
|
|
|
39
|
Smith, Moore & Co
Clayton,
Missouri
|
$181K
|
+$25.7K
|
+3,482
|
+16%
|
|
|
40
|
Moors & Cabot
Boston,
Massachusetts
|
$157K
|
–
|
–
|
–
|
|
|
41
|
Oppenheimer & Co
New York
|
$154K
|
–
|
–
|
–
|
|
|
42
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$146K
|
-$36K
|
-4,890
|
-19%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$145K
|
+$12.2K
|
+1,662
|
+9%
|
|
|
44
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$137K
|
+$2.19K
|
+297
|
+2%
|
|
|
45
|
Prospera Financial Services
Dallas,
Texas
|
$136K
|
–
|
–
|
–
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$112K
|
-$12.8K
|
-1,737
|
-10%
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$105K
|
-$40.2K
|
-5,450
|
-27%
|
|
|
48
|
Cetera Advisors
Denver,
Colorado
|
$92K
|
+$93.9K
|
+12,745
|
New
|
|
|
49
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$88K
|
–
|
–
|
–
|
|
|
50
|
Cetera Advisor Networks
El Segundo,
California
|
$88K
|
+$442
|
+60
|
+0.5%
|
|
