|
26
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.92M
|
-$539K
|
-12,363
|
-12%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.07M
|
+$14.9K
|
+341
|
+0.5%
|
|
|
28
|
Intrust Bank
Wichita,
Kansas
|
$3.02M
|
-$39.7K
|
-911
|
-1%
|
|
|
29
|
Crossmark Global Holdings
Houston,
Texas
|
$2.51M
|
+$2.65M
|
+60,846
|
New
|
|
|
30
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.39M
|
-$113K
|
-2,593
|
-4%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.28M
|
-$63.7K
|
-1,462
|
-3%
|
|
|
32
|
EP Wealth Advisors
Torrance,
California
|
$2.17M
|
+$1.05K
|
+24
|
+0%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$2.17M
|
+$2.07M
|
+47,387
|
+968%
|
|
|
34
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.05M
|
-$84.8K
|
-1,945
|
-4%
|
|
|
35
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.03M
|
-$15.9K
|
-365
|
-0.7%
|
|
|
36
|
SVB Wealth
Boston,
Massachusetts
|
$2.01M
|
-$1.81M
|
-41,576
|
-46%
|
|
|
37
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.92M
|
-$117K
|
-2,689
|
-5%
|
|
|
38
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$1.75M
|
+$1.84M
|
+42,319
|
New
|
|
|
39
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.63M
|
-$4.79K
|
-110
|
-0.3%
|
|
|
40
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.45M
|
–
|
–
|
–
|
|
|
41
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$1.33M
|
+$45.6K
|
+1,047
|
+3%
|
|
|
42
|
HUB Investment Partners
Austin,
Texas
|
$1.33M
|
-$1.07M
|
-24,617
|
-43%
|
|
|
43
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.26M
|
+$126K
|
+2,897
|
+11%
|
|
|
44
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.26M
|
+$71K
|
+1,629
|
+6%
|
|
|
45
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.2M
|
-$5.96M
|
-136,807
|
-83%
|
|
|
46
|
|
$1.17M
|
+$489K
|
+11,216
|
+66%
|
|
|
47
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.06M
|
-$452K
|
-10,372
|
-29%
|
|
|
48
|
Cary Street Partners
Richmond,
Virginia
|
$1.03M
|
–
|
–
|
–
|
|
|
49
|
Flow Traders U.S.
New York
|
$1.03M
|
+$1.08M
|
+24,894
|
New
|
|
|
50
|
Cresset Asset Management
Chicago,
Illinois
|
$1.01M
|
–
|
–
|
–
|
|
