|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.5M
|
-$158K
|
-2,270
|
-3%
|
|
|
27
|
Monument Capital Management
Alexandria,
Virginia
|
$4.84M
|
+$57.4K
|
+823
|
+1%
|
|
|
28
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$4.08M
|
-$18.8K
|
-270
|
-0.5%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.89M
|
+$582K
|
+8,350
|
+19%
|
|
|
30
|
Oppenheimer & Co
New York
|
$3.8M
|
-$650K
|
-9,313
|
-15%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.55M
|
-$108K
|
-1,552
|
-3%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$3.54M
|
+$162K
|
+2,329
|
+5%
|
|
|
33
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$3.44M
|
+$264K
|
+3,781
|
+9%
|
|
|
34
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.4M
|
+$1.42M
|
+20,378
|
+80%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.15M
|
-$1.02M
|
-14,604
|
-26%
|
|
|
36
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.14M
|
+$2.27M
|
+32,604
|
+334%
|
|
|
37
|
Citadel Advisors
Miami,
Florida
|
$3.06M
|
+$2.19M
|
+31,379
|
+319%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.77M
|
-$18.9K
|
-271
|
-0.7%
|
|
|
39
|
Crumly & Associates
Springfield,
Illinois
|
$2.55M
|
-$15.9K
|
-228
|
-0.7%
|
|
|
40
|
GTS Securities
Miami,
Florida
|
$2.52M
|
+$2.37M
|
+33,978
|
New
|
|
|
41
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.5M
|
+$104K
|
+1,486
|
+5%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$2.47M
|
-$25.5K
|
-365
|
-1%
|
|
|
43
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2.3M
|
+$21.7K
|
+311
|
+1%
|
|
|
44
|
TriaGen Wealth Management
Calabasas,
California
|
$2.24M
|
+$971K
|
+13,921
|
+86%
|
|
|
45
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$2.1M
|
-$1M
|
-14,352
|
-34%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$1.99M
|
+$140K
|
+2,000
|
+8%
|
|
|
47
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.94M
|
–
|
–
|
–
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$1.89M
|
-$9.35K
|
-134
|
-0.5%
|
|
|
49
|
MTM Investment Management
Spartanburg,
South Carolina
|
$1.86M
|
-$44.4K
|
-637
|
-2%
|
|
|
50
|
|
$1.85M
|
+$48.2K
|
+691
|
+3%
|
|
