|
26
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$1.45M
|
+$35.2K
|
+626
|
+2%
|
|
|
27
|
55I LLC
Boston,
Massachusetts
|
$1.45M
|
+$1.39M
|
+24,807
|
+647%
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.45M
|
+$62.1K
|
+1,104
|
+4%
|
|
|
29
|
Ackerman Capital Advisors
Dallas,
Texas
|
$1.44M
|
-$12.3K
|
-218
|
-0.8%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.38M
|
-$458K
|
-8,148
|
-23%
|
|
|
31
|
American Portfolios Advisors
Holbrook,
New York
|
$1.32M
|
-$2.33M
|
-41,438
|
-61%
|
|
|
32
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.27M
|
+$906K
|
+16,123
|
+180%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.26M
|
-$1.61M
|
-28,690
|
-54%
|
|
|
34
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.25M
|
-$56.2K
|
-1,000
|
-4%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.24M
|
+$53.9K
|
+958
|
+5%
|
|
|
36
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.23M
|
-$1M
|
-17,875
|
-42%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$1.22M
|
+$7.7K
|
+137
|
+0.6%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.16M
|
-$68K
|
-1,209
|
-5%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$1.15M
|
-$2.02M
|
-35,874
|
-61%
|
|
|
40
|
New Capital Management
Houston,
Texas
|
$1.14M
|
–
|
–
|
–
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$1.13M
|
+$308K
|
+5,475
|
+32%
|
|
|
42
|
Park Avenue Securities
New York
|
$1.11M
|
+$359K
|
+6,392
|
+41%
|
|
|
43
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$1.06M
|
+$48.4K
|
+860
|
+4%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
45
|
Maryland Capital Management
Towson,
Maryland
|
$959K
|
+$13.5K
|
+240
|
+1%
|
|
|
46
|
Financial Life Advisors
San Antonio,
Texas
|
$945K
|
+$1.05M
|
+18,662
|
New
|
|
|
47
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$912K
|
+$11.9K
|
+211
|
+1%
|
|
|
48
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$791K
|
+$878K
|
+15,618
|
New
|
|
|
49
|
Prudential Financial
Newark,
New Jersey
|
$744K
|
+$612K
|
+10,889
|
+291%
|
|
|
50
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$707K
|
+$52.7K
|
+937
|
+7%
|
|
