|
26
|
Access Financial Services
Minneapolis,
Minnesota
|
$275K
|
+$277K
|
+16,145
|
New
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$270K
|
+$17K
|
+992
|
+7%
|
|
|
28
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$217K
|
+$18.9K
|
+1,100
|
+9%
|
|
|
29
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$185K
|
–
|
–
|
–
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$181K
|
-$841
|
-49
|
-0.5%
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$175K
|
+$1.54K
|
+90
|
+0.9%
|
|
|
32
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$175K
|
+$177K
|
+10,321
|
New
|
|
|
33
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$125K
|
–
|
–
|
–
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$116K
|
–
|
–
|
–
|
|
|
35
|
Next Financial Group
Houston,
Texas
|
$109K
|
+$10.1K
|
+590
|
+10%
|
|
|
36
|
Clean Yield Group
Norwich,
Vermont
|
$104K
|
+$721
|
+42
|
+0.7%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$96K
|
–
|
–
|
–
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$68K
|
–
|
–
|
–
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$62K
|
–
|
–
|
–
|
|
|
40
|
Harbour Investments
Madison,
Wisconsin
|
$61K
|
–
|
–
|
–
|
|
|
41
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$48K
|
–
|
–
|
–
|
|
|
42
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$48K
|
–
|
–
|
–
|
|
|
43
|
Avior Wealth Management
Omaha,
Nebraska
|
$44K
|
–
|
–
|
–
|
|
|
44
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$39K
|
+$39.6K
|
+2,305
|
New
|
|
|
45
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
46
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$31K
|
+$30.9K
|
+1,800
|
New
|
|
|
47
|
|
$18K
|
+$19K
|
+1,110
|
New
|
|
|
48
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$10K
|
+$51
|
+3
|
+0.5%
|
|
|
49
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$2K
|
+$2.09K
|
+122
|
New
|
|
|
50
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$550K
|
-31,819
|
Closed
|
|
