|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$260K
|
+$265K
|
+4,015
|
New
|
|
|
27
|
NCM Capital Management
Ramsey,
New Jersey
|
$243K
|
–
|
–
|
–
|
|
|
28
|
Jones Financial Companies
Des Peres,
Missouri
|
$222K
|
+$24.6K
|
+372
|
+12%
|
|
|
29
|
Perigon Wealth Management
San Francisco,
California
|
$211K
|
+$215K
|
+3,250
|
New
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$191K
|
+$148K
|
+2,240
|
+320%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$129K
|
+$19.1K
|
+289
|
+17%
|
|
|
32
|
Powell Investment Advisors
Miami,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$107K
|
+$925
|
+14
|
+0.9%
|
|
|
34
|
Farther Finance Advisors
San Francisco,
California
|
$78.3K
|
–
|
–
|
–
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$77.8K
|
–
|
–
|
–
|
|
|
36
|
Phillip James Consulting
Plymouth,
Minnesota
|
$68.7K
|
+$262K
|
+3,960
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$66.7K
|
+$62K
|
+938
|
+1,042%
|
|
|
38
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$64.9K
|
-$19.8K
|
-300
|
-23%
|
|
|
39
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$48.6K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$42.4K
|
–
|
–
|
–
|
|
|
41
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$32.4K
|
+$33.1K
|
+500
|
New
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$17.6K
|
+$66
|
+1
|
+0.4%
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$13.2K
|
+$13.4K
|
+203
|
New
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13K
|
–
|
–
|
–
|
|
|
45
|
|
$11.7K
|
+$11.9K
|
+180
|
New
|
|
|
46
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11K
|
–
|
–
|
–
|
|
|
47
|
Blue Trust Inc
Alpharetta,
Georgia
|
$9.7K
|
–
|
–
|
–
|
|
|
48
|
Global Retirement Partners
San Rafael,
California
|
$5.33K
|
+$5.42K
|
+82
|
New
|
|
|
49
|
VanEck Associates
New York
|
$3.76K
|
–
|
–
|
–
|
|
|
50
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$2.6K
|
–
|
–
|
–
|
|
