|
26
|
Cresset Asset Management
Chicago,
Illinois
|
$246K
|
–
|
–
|
–
|
|
|
27
|
Circle Wealth Management
Summit,
New Jersey
|
$232K
|
–
|
–
|
–
|
|
|
28
|
Equitable Holdings
New York
|
$215K
|
+$4.08K
|
+358
|
+2%
|
|
|
29
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$166K
|
–
|
–
|
–
|
|
|
30
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$150K
|
–
|
–
|
–
|
|
|
31
|
Kingswood Wealth Advisors
San Diego,
California
|
$145K
|
–
|
–
|
–
|
|
|
32
|
Breakwater Capital Group
Paramus,
New Jersey
|
$140K
|
-$34K
|
-2,984
|
-19%
|
|
|
33
|
Opal Wealth Advisors
Jericho,
New York
|
$140K
|
+$1.63K
|
+143
|
+1%
|
|
|
34
|
&Partners
Nashville,
Tennessee
|
$139K
|
-$7.25K
|
-636
|
-5%
|
|
|
35
|
Seelaus Asset Management
Chatham,
New Jersey
|
$139K
|
+$2.68K
|
+235
|
+2%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$134K
|
–
|
–
|
–
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$133K
|
+$10.3K
|
+900
|
+8%
|
|
|
38
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$127K
|
+$9.66K
|
+847
|
+8%
|
|
|
39
|
MGO One Seven
Beachwood,
Ohio
|
$122K
|
-$51.3K
|
-4,500
|
-29%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$122K
|
+$124K
|
+10,910
|
New
|
|
|
41
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$118K
|
+$1.49K
|
+131
|
+1%
|
|
|
42
|
Oppenheimer & Co
New York
|
$112K
|
+$114K
|
+10,020
|
New
|
|
|
43
|
Steward Partners Investment Advisory
New York
|
$94.8K
|
-$17.1K
|
-1,500
|
-15%
|
|
|
44
|
FSA Investment Group
Pensacola,
Florida
|
$35K
|
+$399K
|
+35,000
|
New
|
|
|
45
|
Grove Bank & Trust
Miami,
Florida
|
$33.5K
|
–
|
–
|
–
|
|
|
46
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$32.3K
|
–
|
–
|
–
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.5K
|
-$43.6K
|
-3,819
|
-64%
|
|
|
48
|
Penserra Capital Management
Orinda,
California
|
$14K
|
+$14.6K
|
+1,278
|
New
|
|
|
49
|
First Command Advisory Services
Fort Worth,
Texas
|
$5.58K
|
–
|
–
|
–
|
|
|
50
|
Highline Wealth Partners
Sherman Oaks,
California
|
$5.58K
|
–
|
–
|
–
|
|
