|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
-$740K
|
-5,601
|
-32%
|
|
|
27
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.54M
|
-$525K
|
-3,968
|
-26%
|
|
|
28
|
IHT Wealth Management
Chicago,
Illinois
|
$1.44M
|
+$12.2K
|
+92
|
+0.9%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.43M
|
+$292K
|
+2,211
|
+26%
|
|
|
30
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.4M
|
+$137K
|
+1,035
|
+11%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$1.35M
|
-$15.6K
|
-118
|
-1%
|
|
|
32
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.27M
|
–
|
–
|
–
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$1.22M
|
+$1.21M
|
+9,172
|
New
|
|
|
34
|
Financial Insights
Tacoma,
Washington
|
$1.22M
|
+$10.3K
|
+78
|
+0.9%
|
|
|
35
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.21M
|
-$48.9K
|
-370
|
-4%
|
|
|
36
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.19M
|
-$66.1K
|
-500
|
-5%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$1.11M
|
+$18.9K
|
+143
|
+2%
|
|
|
38
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.1M
|
+$1.09M
|
+8,274
|
New
|
|
|
39
|
Donor Advised Charitable Giving
San Francisco,
California
|
$945K
|
-$142K
|
-1,075
|
-13%
|
|
|
40
|
MML Investors Services
Springfield,
Massachusetts
|
$934K
|
-$150K
|
-1,136
|
-14%
|
|
|
41
|
Equitable Holdings
New York
|
$854K
|
-$56.2K
|
-425
|
-6%
|
|
|
42
|
J.W. Cole Advisors
Tampa,
Florida
|
$831K
|
+$96.8K
|
+732
|
+13%
|
|
|
43
|
AE Wealth Management
Topeka,
Kansas
|
$801K
|
+$373K
|
+2,819
|
+88%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$793K
|
-$1.07M
|
-8,103
|
-58%
|
|
|
45
|
Berkeley Inc
Boise,
Idaho
|
$730K
|
+$2.64K
|
+20
|
+0.4%
|
|
|
46
|
Cypress Wealth Services
Palm Desert,
California
|
$709K
|
+$132
|
+1
|
+0%
|
|
|
47
|
Financial Advocates Investment Management
Olympia,
Washington
|
$679K
|
+$56.7K
|
+429
|
+9%
|
|
|
48
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$673K
|
-$67.8K
|
-513
|
-9%
|
|
|
49
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$637K
|
-$37.8K
|
-286
|
-6%
|
|
|
50
|
Financial Life Advisors
San Antonio,
Texas
|
$627K
|
-$23.7K
|
-179
|
-4%
|
|
