|
26
|
First Trust Advisors
Wheaton,
Illinois
|
$659K
|
+$94.8K
|
+6,389
|
+17%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$620K
|
+$413K
|
+27,808
|
+194%
|
|
|
28
|
Tortoise Investment Management
White Plains,
New York
|
$615K
|
-$285K
|
-19,225
|
-32%
|
|
|
29
|
XML Financial
Bethesda,
Maryland
|
$526K
|
+$531K
|
+35,736
|
New
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$508K
|
+$37.1K
|
+2,500
|
+8%
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$500K
|
–
|
–
|
–
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$408K
|
-$48.1K
|
-3,238
|
-10%
|
|
|
33
|
Encompass Wealth Advisors
Portland,
Oregon
|
$338K
|
–
|
–
|
–
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$314K
|
+$317K
|
+21,335
|
New
|
|
|
35
|
Cypress Wealth Services
Palm Desert,
California
|
$299K
|
–
|
–
|
–
|
|
|
36
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$295K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$249K
|
–
|
–
|
–
|
|
|
38
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$228K
|
–
|
–
|
–
|
|
|
39
|
Secure Asset Management
Troy,
Michigan
|
$225K
|
-$47.2K
|
-3,179
|
-17%
|
|
|
40
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$206K
|
–
|
–
|
–
|
|
|
41
|
Magnus Financial Group
New York
|
$202K
|
–
|
–
|
–
|
|
|
42
|
QP Wealth Management
Eatontown,
New Jersey
|
$201K
|
-$2.97K
|
-200
|
-1%
|
|
|
43
|
Transcend Capital Advisors
Madison,
New Jersey
|
$195K
|
+$490
|
+33
|
+0.2%
|
|
|
44
|
|
$192K
|
+$148
|
+10
|
+0.1%
|
|
|
45
|
Snowden Capital Advisors
New York
|
$191K
|
+$1.75K
|
+118
|
+0.9%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$182K
|
–
|
–
|
–
|
|
|
47
|
Raymond James Trust
St. Petersburg,
Florida
|
$177K
|
-$19.5K
|
-1,312
|
-10%
|
|
|
48
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$150K
|
–
|
–
|
–
|
|
|
49
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$147K
|
+$148K
|
+10,000
|
New
|
|
|
50
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$114K
|
+$114K
|
+7,711
|
New
|
|
