|
26
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$916K
|
+$144K
|
+4,488
|
+16%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$890K
|
+$59.5K
|
+1,854
|
+6%
|
|
|
28
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$870K
|
+$978K
|
+30,456
|
New
|
|
|
29
|
Atria Investments
Charlotte,
North Carolina
|
$844K
|
+$30.8K
|
+960
|
+3%
|
|
|
30
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$815K
|
+$915K
|
+28,500
|
New
|
|
|
31
|
Glassman Wealth Services
Vienna,
Virginia
|
$814K
|
+$482
|
+15
|
+0.1%
|
|
|
32
|
Summit Trail Advisors
New York
|
$753K
|
–
|
–
|
–
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$693K
|
-$612K
|
-19,050
|
-44%
|
|
|
34
|
Wedbush Securities
Los Angeles,
California
|
$586K
|
-$126K
|
-3,915
|
-16%
|
|
|
35
|
Financial Advocates Investment Management
Olympia,
Washington
|
$523K
|
+$106K
|
+3,291
|
+22%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$448K
|
-$632K
|
-19,689
|
-56%
|
|
|
37
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$432K
|
-$2.6K
|
-81
|
-0.5%
|
|
|
38
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$429K
|
-$92.2K
|
-2,871
|
-16%
|
|
|
39
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$428K
|
–
|
–
|
–
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$422K
|
-$9.54K
|
-297
|
-2%
|
|
|
41
|
SkyOak Wealth
Southfield,
Michigan
|
$383K
|
+$33K
|
+1,029
|
+8%
|
|
|
42
|
American Portfolios Advisors
Holbrook,
New York
|
$346K
|
-$128K
|
-3,999
|
-25%
|
|
|
43
|
SeaCrest Wealth Management
Purchase,
New York
|
$322K
|
+$36.2K
|
+1,128
|
+11%
|
|
|
44
|
Personal CFO Solutions
Chester,
New Jersey
|
$318K
|
-$25.3K
|
-789
|
-7%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$317K
|
-$80.8K
|
-2,517
|
-18%
|
|
|
46
|
Equitable Holdings
New York
|
$317K
|
-$23.9K
|
-744
|
-6%
|
|
|
47
|
|
$317K
|
+$356K
|
+11,100
|
New
|
|
|
48
|
Aspiriant LLC
Los Angeles,
California
|
$314K
|
–
|
–
|
–
|
|
|
49
|
Wealthspire Advisors (New York)
New York
|
$293K
|
+$330K
|
+10,263
|
New
|
|
|
50
|
Signet Financial Management
Parsippany,
New Jersey
|
$285K
|
+$55.5K
|
+1,728
|
+27%
|
|
