|
26
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$1.23M
|
-$204K
|
-4,035
|
-15%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$1.1M
|
-$187K
|
-3,707
|
-15%
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$947K
|
+$62.1K
|
+1,228
|
+7%
|
|
|
29
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$844K
|
+$797K
|
+15,770
|
New
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$798K
|
+$131K
|
+2,591
|
+21%
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$784K
|
-$29.1K
|
-576
|
-4%
|
|
|
32
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$754K
|
-$68.9K
|
-1,363
|
-9%
|
|
|
33
|
West Wealth Group
Irvine,
California
|
$657K
|
-$106K
|
-2,092
|
-15%
|
|
|
34
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$545K
|
-$2.04M
|
-40,359
|
-80%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$470K
|
-$121K
|
-2,394
|
-21%
|
|
|
36
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$450K
|
+$425K
|
+8,410
|
New
|
|
|
37
|
EFG Asset Management (Americas)
Miami,
Florida
|
$448K
|
+$105K
|
+2,082
|
+33%
|
|
|
38
|
KeyBank National Association
Cleveland,
Ohio
|
$447K
|
+$40.4K
|
+799
|
+11%
|
|
|
39
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$421K
|
+$68.1K
|
+1,348
|
+21%
|
|
|
40
|
Saxon Interests
Houston,
Texas
|
$411K
|
+$389K
|
+7,689
|
New
|
|
|
41
|
Pathstone Holdings
Englewood,
New Jersey
|
$408K
|
+$386K
|
+7,634
|
New
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$402K
|
+$378K
|
+7,483
|
New
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$402K
|
+$378K
|
+7,483
|
New
|
|
|
44
|
IHT Wealth Management
Chicago,
Illinois
|
$382K
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$326K
|
-$80.3K
|
-1,589
|
-21%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$305K
|
-$41.2K
|
-815
|
-13%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$265K
|
-$122K
|
-2,417
|
-33%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$257K
|
-$243K
|
-4,814
|
-50%
|
|
|
49
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$249K
|
+$12K
|
+237
|
+5%
|
|
|
50
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$243K
|
-$75.8K
|
-1,500
|
-25%
|
|
