|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$358K
|
+$105K
|
+8,921
|
+42%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
+$8.03K
|
+680
|
+3%
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$298K
|
+$76.8K
|
+6,501
|
+35%
|
|
|
29
|
Pine Valley Investments
Marlton,
New Jersey
|
$278K
|
–
|
–
|
–
|
|
|
30
|
|
$266K
|
+$264K
|
+22,324
|
New
|
|
|
31
|
Closed-End Fund Advisors
Richmond,
Virginia
|
$256K
|
+$254K
|
+21,504
|
New
|
|
|
32
|
Equitable Holdings
New York
|
$252K
|
+$120K
|
+10,184
|
+93%
|
|
|
33
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$245K
|
+$3.01K
|
+255
|
+1%
|
|
|
34
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$244K
|
+$106K
|
+8,947
|
+77%
|
|
|
35
|
MML Investors Services
Springfield,
Massachusetts
|
$236K
|
+$3.28K
|
+278
|
+1%
|
|
|
36
|
Everstar Asset Management
Mooresville,
North Carolina
|
$213K
|
–
|
–
|
–
|
|
|
37
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$206K
|
+$12
|
+1
|
+0%
|
|
|
38
|
PFG Investments
Woodbury,
New York
|
$206K
|
–
|
–
|
–
|
|
|
39
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$202K
|
–
|
–
|
–
|
|
|
40
|
|
$184K
|
+$182K
|
+15,445
|
New
|
|
|
41
|
Regal Investment Advisors
Kentwood,
Michigan
|
$183K
|
–
|
–
|
–
|
|
|
42
|
Focus Partners Wealth
Boston,
Massachusetts
|
$181K
|
+$20.4K
|
+1,731
|
+13%
|
|
|
43
|
David J. Yvars Group
University Park,
Florida
|
$166K
|
+$165K
|
+13,950
|
New
|
|
|
44
|
DGS Capital Management
Jersey City,
New Jersey
|
$166K
|
+$661
|
+56
|
+0.4%
|
|
|
45
|
Brown Brothers Harriman & Co
New York
|
$142K
|
–
|
–
|
–
|
|
|
46
|
Permanent Capital Management
Chicago,
Illinois
|
$140K
|
+$139K
|
+11,741
|
New
|
|
|
47
|
Advisory Services Network
Atlanta,
Georgia
|
$136K
|
–
|
–
|
–
|
|
|
48
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$134K
|
-$28K
|
-2,374
|
-17%
|
|
|
49
|
Cary Street Partners
Richmond,
Virginia
|
$133K
|
+$132K
|
+11,198
|
New
|
|
|
50
|
Green Ridge Wealth Planning
Montville,
New Jersey
|
$133K
|
+$132K
|
+11,148
|
New
|
|
