|
26
|
Bogart Wealth LLC
Mclean,
Virginia
|
$944K
|
-$210K
|
-4,967
|
-19%
|
|
|
27
|
Core Wealth Partners
Santa Rosa,
California
|
$763K
|
–
|
–
|
–
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$715K
|
-$26.3K
|
-623
|
-4%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$666K
|
+$2.03K
|
+48
|
+0.3%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$600K
|
+$26.3K
|
+623
|
+5%
|
|
|
31
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$542K
|
+$123K
|
+2,900
|
+32%
|
|
|
32
|
American Trust
Lexington,
Kentucky
|
$494K
|
–
|
–
|
–
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$467K
|
-$241K
|
-5,712
|
-35%
|
|
|
34
|
Howard Capital Management
Roswell,
Georgia
|
$427K
|
+$402K
|
+9,498
|
New
|
|
|
35
|
Rockefeller Capital Management
New York
|
$406K
|
–
|
–
|
–
|
|
|
36
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$402K
|
-$88.4K
|
-2,092
|
-19%
|
|
|
37
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$324K
|
+$25K
|
+591
|
+9%
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$293K
|
–
|
–
|
–
|
|
|
39
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$273K
|
–
|
–
|
–
|
|
|
40
|
Lockerman Financial Group
Newport Beach,
California
|
$244K
|
-$5.58K
|
-132
|
-2%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$238K
|
+$15.4K
|
+364
|
+7%
|
|
|
42
|
|
$234K
|
-$7.44K
|
-176
|
-3%
|
|
|
43
|
Geneos Wealth Management
Englewood,
Colorado
|
$133K
|
-$15.6K
|
-369
|
-11%
|
|
|
44
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$117K
|
–
|
–
|
–
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$80.9K
|
+$55.8K
|
+1,320
|
+272%
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$74K
|
–
|
–
|
–
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$2.75K
|
+65
|
+9%
|
|
|
48
|
Glassman Wealth Services
Vienna,
Virginia
|
$29.4K
|
–
|
–
|
–
|
|
|
49
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$24.6K
|
–
|
–
|
–
|
|
|
50
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$22.8K
|
–
|
–
|
–
|
|
