|
26
|
FOCUS Wealth Advisors
Houston,
Texas
|
$4.75M
|
+$117K
|
+2,566
|
+3%
|
|
|
27
|
Optimum Investment Advisors
Chicago,
Illinois
|
$4.56M
|
–
|
–
|
–
|
|
|
28
|
MY Wealth Management
Germantown,
Maryland
|
$4.53M
|
-$731
|
-16
|
-0%
|
|
|
29
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$4.35M
|
-$268K
|
-5,867
|
-6%
|
|
|
30
|
Oppenheimer & Co
New York
|
$4M
|
+$201K
|
+4,408
|
+5%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.97M
|
-$141K
|
-3,087
|
-3%
|
|
|
32
|
AJ Wealth Strategies
New York
|
$3.57M
|
-$1.53M
|
-33,502
|
-30%
|
|
|
33
|
Venturi Wealth Management
Austin,
Texas
|
$3.34M
|
-$697K
|
-15,244
|
-17%
|
|
|
34
|
Vicus Capital
State College,
Pennsylvania
|
$3.25M
|
-$1.49M
|
-32,538
|
-31%
|
|
|
35
|
SteelPeak Wealth
Woodland Hills,
California
|
$3.12M
|
+$258K
|
+5,650
|
+9%
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.79M
|
-$27.4K
|
-600
|
-1%
|
|
|
37
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$2.55M
|
-$341K
|
-7,464
|
-12%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$2.51M
|
-$527K
|
-11,539
|
-17%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.36M
|
-$737K
|
-16,117
|
-24%
|
|
|
40
|
Allen Investment Management
New York
|
$2.28M
|
–
|
–
|
–
|
|
|
41
|
Old National Bancorp
Evansville,
Indiana
|
$2.17M
|
-$67K
|
-1,466
|
-3%
|
|
|
42
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.01M
|
+$682K
|
+14,921
|
+51%
|
|
|
43
|
Lazard Asset Management
New York
|
$1.94M
|
–
|
–
|
–
|
|
|
44
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.74M
|
-$207K
|
-4,540
|
-11%
|
|
|
45
|
|
$1.65M
|
+$848K
|
+18,566
|
+106%
|
|
|
46
|
WealthSource Partners
San Luis Obispo,
California
|
$1.55M
|
+$1.26M
|
+27,591
|
+435%
|
|
|
47
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.55M
|
-$100K
|
-2,193
|
-6%
|
|
|
48
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.55M
|
-$45.4K
|
-993
|
-3%
|
|
|
49
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.54M
|
–
|
–
|
–
|
|
|
50
|
GeoWealth Management
Chicago,
Illinois
|
$1.53M
|
+$98.1K
|
+2,147
|
+7%
|
|
