|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.43M
|
+$421K
|
+16,419
|
+10%
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$3.75M
|
+$322K
|
+12,559
|
+9%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.48M
|
-$84.3K
|
-3,293
|
-2%
|
|
|
29
|
Paradiem
Covington,
Louisiana
|
$3.48M
|
–
|
–
|
–
|
|
|
30
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.48M
|
+$995K
|
+38,838
|
+40%
|
|
|
31
|
PSI Advisors
Tampa,
Florida
|
$3.38M
|
+$732K
|
+28,574
|
+28%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$3.37M
|
+$288K
|
+11,244
|
+9%
|
|
|
33
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.26M
|
+$215K
|
+8,396
|
+7%
|
|
|
34
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.68M
|
+$10.8K
|
+422
|
+0.4%
|
|
|
35
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$2.67M
|
+$2.22M
|
+86,829
|
+505%
|
|
|
36
|
Atwater Malick
Lancaster,
Pennsylvania
|
$2.62M
|
+$83K
|
+3,240
|
+3%
|
|
|
37
|
Sonata Capital Group
Seattle,
Washington
|
$2.45M
|
–
|
–
|
–
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$2.44M
|
+$654K
|
+25,518
|
+37%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$2.41M
|
+$99K
|
+3,867
|
+4%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.39M
|
+$17.2K
|
+671
|
+0.7%
|
|
|
41
|
Parkway Wealth Management
Plano,
Texas
|
$2.3M
|
+$2.3M
|
+89,845
|
New
|
|
|
42
|
Moseley Investment Management
Bradenton,
Florida
|
$2.12M
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.03M
|
+$737K
|
+28,785
|
+57%
|
|
|
44
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$1.94M
|
+$1.94M
|
+75,831
|
New
|
|
|
45
|
IHT Wealth Management
Chicago,
Illinois
|
$1.94M
|
+$856K
|
+33,407
|
+79%
|
|
|
46
|
Valmark Advisers
Akron,
Ohio
|
$1.91M
|
+$257K
|
+10,047
|
+16%
|
|
|
47
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.88M
|
+$41.3K
|
+1,612
|
+2%
|
|
|
48
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.88M
|
+$871
|
+34
|
+0%
|
|
|
49
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.84M
|
+$169K
|
+6,596
|
+10%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$1.8M
|
-$1.77M
|
-68,927
|
-50%
|
|
