|
26
|
Atria Wealth Solutions
New York
|
$3.97M
|
+$145K
|
+3,282
|
+4%
|
|
|
27
|
Financial Perspectives
Minneapolis,
Minnesota
|
$3.94M
|
+$182K
|
+4,100
|
+5%
|
|
|
28
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.61M
|
+$97.6K
|
+2,204
|
+3%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$3.22M
|
-$3.68M
|
-83,132
|
-54%
|
|
|
30
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.12M
|
+$430K
|
+9,714
|
+16%
|
|
|
31
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$3.03M
|
+$1.5M
|
+33,890
|
+102%
|
|
|
32
|
TrueWealth Advisors
Birmingham,
Alabama
|
$2.97M
|
-$971K
|
-21,934
|
-25%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$2.81M
|
+$2.75M
|
+62,196
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$2.73M
|
-$52.5K
|
-1,186
|
-2%
|
|
|
35
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$2.72M
|
-$491K
|
-11,092
|
-16%
|
|
|
36
|
WBI Investments
Red Bank,
New Jersey
|
$2.71M
|
+$2.06M
|
+46,501
|
+343%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$2.38M
|
+$510K
|
+11,524
|
+28%
|
|
|
38
|
Soltis Investment Advisors
St. George,
Utah
|
$2.37M
|
-$780K
|
-17,612
|
-25%
|
|
|
39
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.25M
|
+$549K
|
+12,392
|
+33%
|
|
|
40
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.25M
|
+$1.83M
|
+41,263
|
+479%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.96M
|
+$1.27M
|
+28,576
|
+194%
|
|
|
42
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.94M
|
-$202K
|
-4,559
|
-10%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$1.93M
|
+$54.5K
|
+1,230
|
+3%
|
|
|
44
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.79M
|
+$113K
|
+2,560
|
+7%
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.79M
|
+$977K
|
+22,059
|
+125%
|
|
|
46
|
AGF Management
Toronto,
Ontario, Canada
|
$1.73M
|
+$1.7M
|
+38,309
|
New
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$1.71M
|
-$170K
|
-3,846
|
-9%
|
|
|
48
|
Crumly & Associates
Springfield,
Illinois
|
$1.67M
|
+$1.64M
|
+36,993
|
New
|
|
|
49
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.57M
|
-$146K
|
-3,290
|
-9%
|
|
|
50
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.5M
|
-$23.6K
|
-532
|
-2%
|
|
