|
26
|
Instrumental Wealth
Tampa,
Florida
|
$3.51M
|
+$63.7K
|
+977
|
+2%
|
|
|
27
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$3.3M
|
-$652
|
-10
|
-0%
|
|
|
28
|
Appleton Partners
Boston,
Massachusetts
|
$3.3M
|
-$112K
|
-1,714
|
-3%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$3.22M
|
+$26.9K
|
+412
|
+0.9%
|
|
|
30
|
Oppenheimer & Co
New York
|
$3.18M
|
+$27.9K
|
+428
|
+0.9%
|
|
|
31
|
MAI Capital Management
Independence,
Ohio
|
$3.13M
|
-$51.8K
|
-794
|
-2%
|
|
|
32
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$3.12M
|
-$978
|
-15
|
-0%
|
|
|
33
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3.07M
|
+$2.94M
|
+45,017
|
New
|
|
|
34
|
Florin Court Capital
London,
United Kingdom
|
$3M
|
+$1.53M
|
+23,400
|
+114%
|
|
|
35
|
Williams Jones Wealth Management
New York
|
$2.91M
|
-$22.8K
|
-350
|
-0.8%
|
|
|
36
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.88M
|
-$73.5K
|
-1,127
|
-3%
|
|
|
37
|
Independent Financial Group
San Diego,
California
|
$2.67M
|
+$56.5K
|
+867
|
+2%
|
|
|
38
|
Valley Wealth Managers
Paramus,
New Jersey
|
$2.56M
|
+$2.45M
|
+37,546
|
New
|
|
|
39
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.39M
|
+$3.98K
|
+61
|
+0.2%
|
|
|
40
|
|
$2.35M
|
-$57.6K
|
-883
|
-2%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$2.25M
|
+$53.2K
|
+816
|
+3%
|
|
|
42
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.18M
|
+$2.08M
|
+31,876
|
New
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.13M
|
-$3.16M
|
-48,521
|
-61%
|
|
|
44
|
Atria Wealth Solutions
New York
|
$2.11M
|
+$885K
|
+13,565
|
+78%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$1.9M
|
-$90.6K
|
-1,390
|
-5%
|
|
|
46
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.88M
|
+$13K
|
+200
|
+0.7%
|
|
|
47
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.87M
|
+$486K
|
+7,452
|
+42%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.78M
|
+$32.9K
|
+505
|
+2%
|
|
|
49
|
TAP Consulting
Kirkwood,
Missouri
|
$1.76M
|
-$10.6K
|
-162
|
-0.6%
|
|
|
50
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.66M
|
-$27.5K
|
-421
|
-2%
|
|
