|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.33M
|
+$4.34M
|
+188,975
|
New
|
|
|
27
|
|
$4.03M
|
-$1.11M
|
-48,403
|
-22%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$3.93M
|
-$1.14M
|
-49,512
|
-22%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.66M
|
+$6.02K
|
+262
|
+0.2%
|
|
|
30
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.41M
|
-$755K
|
-32,834
|
-18%
|
|
|
31
|
Calamos Advisors
Naperville,
Illinois
|
$3.35M
|
-$73.5K
|
-3,198
|
-2%
|
|
|
32
|
Foguth Wealth Management
Brighton,
Michigan
|
$3M
|
+$160K
|
+6,981
|
+6%
|
|
|
33
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.79M
|
+$123K
|
+5,348
|
+5%
|
|
|
34
|
American Financial & Tax Strategies
New York
|
$2.75M
|
-$16.9K
|
-734
|
-0.6%
|
|
|
35
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.32M
|
+$266K
|
+11,576
|
+13%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.27M
|
+$9.65K
|
+420
|
+0.4%
|
|
|
37
|
Farther Finance Advisors
San Francisco,
California
|
$2.02M
|
-$316K
|
-13,762
|
-14%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$1.93M
|
-$124K
|
-5,406
|
-6%
|
|
|
39
|
Fortitude Family Office
Scottsdale,
Arizona
|
$1.69M
|
-$1.08M
|
-47,063
|
-39%
|
|
|
40
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$1.68M
|
-$13.4K
|
-585
|
-0.8%
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$1.6M
|
+$848K
|
+36,902
|
+113%
|
|
|
42
|
Blue Jean Financial
Albany,
New York
|
$1.58M
|
+$188K
|
+8,194
|
+14%
|
|
|
43
|
Sovran Advisors
San Diego,
California
|
$1.56M
|
+$73.6K
|
+3,202
|
+5%
|
|
|
44
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.51M
|
-$879K
|
-38,232
|
-37%
|
|
|
45
|
Equitable Holdings
New York
|
$1.49M
|
+$144K
|
+6,271
|
+11%
|
|
|
46
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.35M
|
+$41.3K
|
+1,796
|
+3%
|
|
|
47
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.32M
|
-$62.6K
|
-2,724
|
-5%
|
|
|
48
|
|
$1.18M
|
+$1.19M
|
+51,609
|
+737,271%
|
|
|
49
|
Eagle Global Advisors
Houston,
Texas
|
$1.15M
|
-$82.8K
|
-3,601
|
-7%
|
|
|
50
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.12M
|
-$334K
|
-14,509
|
-23%
|
|
