|
26
|
Bank of New York Mellon
New York
|
$1.25M
|
+$665K
|
+27,470
|
+114%
|
|
|
27
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.15M
|
-$573K
|
-23,666
|
-33%
|
|
|
28
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.13M
|
+$363
|
+15
|
+0%
|
|
|
29
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.02M
|
+$93K
|
+3,840
|
+10%
|
|
|
30
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$904K
|
-$128K
|
-5,304
|
-12%
|
|
|
31
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$722K
|
+$294K
|
+12,151
|
+69%
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$699K
|
+$3.66K
|
+151
|
+0.5%
|
|
|
33
|
Old Mission Capital
Chicago,
Illinois
|
$666K
|
+$666K
|
+27,511
|
New
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$508K
|
+$254K
|
+10,484
|
+100%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$413K
|
+$72.7K
|
+3,000
|
+21%
|
|
|
36
|
Landmark Wealth Management (New York)
Melville,
New York
|
$408K
|
+$54.9K
|
+2,266
|
+16%
|
|
|
37
|
Cetera Advisors
Denver,
Colorado
|
$382K
|
+$58.4K
|
+2,411
|
+18%
|
|
|
38
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$371K
|
-$31.1K
|
-1,282
|
-8%
|
|
|
39
|
GTS Securities
Miami,
Florida
|
$326K
|
+$326K
|
+13,477
|
New
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$305K
|
+$305K
|
+12,580
|
New
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$240K
|
+$13.3K
|
+547
|
+6%
|
|
|
42
|
Atria Wealth Solutions
New York
|
$230K
|
+$230K
|
+9,502
|
New
|
|
|
43
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$211K
|
+8,699
|
New
|
|
|
44
|
Osborne Partners Capital Management
San Francisco,
California
|
$206K
|
+$206K
|
+8,500
|
New
|
|
|
45
|
Rockefeller Capital Management
New York
|
$149K
|
+$150K
|
+6,174
|
New
|
|
|
46
|
Blue Trust Inc
Alpharetta,
Georgia
|
$92K
|
+$91.7K
|
+3,785
|
New
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$83.4K
|
–
|
–
|
–
|
|
|
48
|
Harbour Investments
Madison,
Wisconsin
|
$75.4K
|
+$388
|
+16
|
+0.5%
|
|
|
49
|
VitalStone Financial
Shavano Park,
Texas
|
$74K
|
+$74K
|
+3,055
|
New
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$52.6K
|
–
|
–
|
–
|
|
