|
26
|
Prospera Financial Services
Dallas,
Texas
|
$906K
|
+$898K
|
+33,368
|
New
|
|
|
27
|
Rothschild Investment LLC
Chicago,
Illinois
|
$900K
|
–
|
–
|
–
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$865K
|
+$57.3K
|
+2,128
|
+7%
|
|
|
29
|
Shaker Financial Services
Arlington,
Virginia
|
$742K
|
-$2.94M
|
-109,400
|
-80%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$608K
|
-$29.6K
|
-1,100
|
-5%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$575K
|
+$6.86K
|
+255
|
+1%
|
|
|
32
|
55I LLC
Boston,
Massachusetts
|
$565K
|
+$110K
|
+4,082
|
+24%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$561K
|
+$99.4K
|
+3,694
|
+22%
|
|
|
34
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$555K
|
-$35K
|
-1,299
|
-6%
|
|
|
35
|
XML Financial
Bethesda,
Maryland
|
$549K
|
-$61.2K
|
-2,274
|
-10%
|
|
|
36
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$525K
|
+$31.9K
|
+1,185
|
+7%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$488K
|
-$228K
|
-8,469
|
-34%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$474K
|
–
|
–
|
–
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$458K
|
+$15.5K
|
+577
|
+4%
|
|
|
40
|
Institute for Wealth Management
Denver,
Colorado
|
$452K
|
–
|
–
|
–
|
|
|
41
|
Wedbush Securities
Los Angeles,
California
|
$446K
|
–
|
–
|
–
|
|
|
42
|
SMH Capital Advisors
Fort Worth,
Texas
|
$424K
|
+$22K
|
+819
|
+6%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$419K
|
+$415K
|
+15,425
|
New
|
|
|
44
|
Telemus Capital
Southfield,
Michigan
|
$394K
|
-$181K
|
-6,717
|
-32%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$382K
|
+$379K
|
+14,075
|
New
|
|
|
46
|
FourThought Financial
Venice,
Florida
|
$330K
|
-$63.5K
|
-2,361
|
-16%
|
|
|
47
|
Davenport & Co
Richmond,
Virginia
|
$325K
|
+$16.4K
|
+611
|
+5%
|
|
|
48
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$271K
|
-$4.9K
|
-182
|
-2%
|
|
|
49
|
Silverlake Wealth Management
Williston,
Vermont
|
$268K
|
–
|
–
|
–
|
|
|
50
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$264K
|
–
|
–
|
–
|
|
