|
26
|
CoreCap Advisors
Southfield,
Michigan
|
$1.75M
|
+$1.76M
|
+32,350
|
New
|
|
|
27
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.49M
|
-$8.95K
|
-165
|
-0.6%
|
|
|
28
|
Bank of New York Mellon
New York
|
$1.48M
|
+$131K
|
+2,405
|
+10%
|
|
|
29
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$1.48M
|
+$1.48M
|
+27,296
|
New
|
|
|
30
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.44M
|
+$415K
|
+7,649
|
+40%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.16M
|
+$132K
|
+2,427
|
+13%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$1.08M
|
-$69.3K
|
-1,278
|
-6%
|
|
|
33
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
-$440K
|
-8,116
|
-30%
|
|
|
34
|
|
$879K
|
-$33.9K
|
-625
|
-4%
|
|
|
35
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$715K
|
-$23.7K
|
-436
|
-3%
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$694K
|
+$21.6K
|
+398
|
+3%
|
|
|
37
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$622K
|
+$624K
|
+11,500
|
New
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$610K
|
-$109K
|
-2,000
|
-15%
|
|
|
39
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$544K
|
+$8.68K
|
+160
|
+2%
|
|
|
40
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$537K
|
-$51.7K
|
-952
|
-9%
|
|
|
41
|
Bristlecone Advisors
Bellevue,
Washington
|
$488K
|
-$325K
|
-5,983
|
-40%
|
|
|
42
|
Stokes Family Office
New Orleans,
Louisiana
|
$407K
|
-$110K
|
-2,030
|
-21%
|
|
|
43
|
SkyOak Wealth
Southfield,
Michigan
|
$406K
|
–
|
–
|
–
|
|
|
44
|
Private Advisor Group
Morristown,
New Jersey
|
$404K
|
+$11.3K
|
+208
|
+3%
|
|
|
45
|
Avidian Wealth Enterprises
Houston,
Texas
|
$384K
|
+$385K
|
+7,093
|
New
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$363K
|
–
|
–
|
–
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$356K
|
-$5.59K
|
-103
|
-2%
|
|
|
48
|
Columbia Trust
Portland,
Oregon
|
$346K
|
–
|
–
|
–
|
|
|
49
|
Ausdal Financial Partners
Davenport,
Iowa
|
$324K
|
+$36.7K
|
+677
|
+13%
|
|
|
50
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$316K
|
–
|
–
|
–
|
|
