|
26
|
Independent Financial Group
San Diego,
California
|
$8.65M
|
+$178K
|
+4,669
|
+2%
|
|
|
27
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$6.95M
|
-$317K
|
-8,333
|
-4%
|
|
|
28
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$6.72M
|
+$831K
|
+21,837
|
+14%
|
|
|
29
|
Fortis Advisors
Wayne,
Pennsylvania
|
$6.61M
|
-$218K
|
-5,717
|
-3%
|
|
|
30
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.96M
|
+$44.5K
|
+1,170
|
+0.8%
|
|
|
31
|
Anson Capital
Tyrone,
Georgia
|
$5.92M
|
-$707K
|
-18,559
|
-11%
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.68M
|
+$624K
|
+16,390
|
+13%
|
|
|
33
|
The Wealth Group
Eden Prairie,
Minnesota
|
$5.27M
|
-$4.77M
|
-125,314
|
-48%
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$5.16M
|
+$1.3M
|
+34,094
|
+34%
|
|
|
35
|
Channel Wealth
Santa Barbara,
California
|
$5.07M
|
+$896K
|
+23,540
|
+22%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.84M
|
+$1.99M
|
+52,217
|
+72%
|
|
|
37
|
American Alpha Advisors
New York
|
$4.77M
|
-$659K
|
-17,297
|
-12%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$4.65M
|
+$762K
|
+20,016
|
+20%
|
|
|
39
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$4.21M
|
-$68.5K
|
-1,798
|
-2%
|
|
|
40
|
American Financial & Tax Strategies
New York
|
$3.82M
|
+$20.7K
|
+544
|
+0.6%
|
|
|
41
|
Summit Wealth Partners
Orlando,
Florida
|
$3.73M
|
+$236K
|
+6,194
|
+7%
|
|
|
42
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.71M
|
+$52K
|
+1,367
|
+1%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$3.43M
|
+$56.4K
|
+1,482
|
+2%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.25M
|
+$2.39M
|
+62,851
|
+296%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.23M
|
+$123K
|
+3,230
|
+4%
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3.19M
|
+$235K
|
+6,185
|
+8%
|
|
|
47
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.17M
|
-$199K
|
-5,228
|
-6%
|
|
|
48
|
Insight Advisors
Newtown,
Pennsylvania
|
$3.06M
|
+$5.18K
|
+136
|
+0.2%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$2.98M
|
+$441K
|
+11,586
|
+18%
|
|
|
50
|
Equitable Holdings
New York
|
$2.95M
|
+$149K
|
+3,918
|
+5%
|
|
