|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.53M
|
-$1.77M
|
-40,775
|
-27%
|
|
|
27
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$4.26M
|
-$32.1K
|
-740
|
-0.7%
|
|
|
28
|
Castle Wealth Management
West Palm Beach,
Florida
|
$3.93M
|
+$84.3K
|
+1,941
|
+2%
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.43M
|
+$56.1K
|
+1,291
|
+2%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.43M
|
+$306K
|
+7,046
|
+9%
|
|
|
31
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.29M
|
+$37.3K
|
+860
|
+1%
|
|
|
32
|
Equitable Holdings
New York
|
$3.17M
|
+$359K
|
+8,273
|
+12%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.13M
|
+$502K
|
+11,565
|
+18%
|
|
|
34
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$2.89M
|
-$144K
|
-3,327
|
-5%
|
|
|
35
|
Wealthspire Advisors (New York)
New York
|
$2.72M
|
+$12.5K
|
+287
|
+0.4%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.4M
|
+$583K
|
+13,418
|
+31%
|
|
|
37
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.23M
|
+$899K
|
+20,706
|
+64%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$2.17M
|
-$58.1K
|
-1,339
|
-3%
|
|
|
39
|
Park Edge Advisors
Cleveland,
Ohio
|
$2.04M
|
-$800K
|
-18,430
|
-28%
|
|
|
40
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.86M
|
–
|
–
|
–
|
|
|
41
|
Bank of New York Mellon
New York
|
$1.82M
|
+$1.46M
|
+33,550
|
+342%
|
|
|
42
|
Brown Advisory
Baltimore,
Maryland
|
$1.8M
|
-$3K
|
-69
|
-0.2%
|
|
|
43
|
Secure Asset Management
Troy,
Michigan
|
$1.79M
|
+$1.85M
|
+42,639
|
New
|
|
|
44
|
|
$1.77M
|
+$1.83M
|
+42,031
|
New
|
|
|
45
|
Fiduciary Planning
Englewood,
Florida
|
$1.67M
|
-$288K
|
-6,643
|
-14%
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.52M
|
+$1.25M
|
+28,770
|
+392%
|
|
|
47
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.43M
|
-$4.69K
|
-108
|
-0.3%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.35M
|
+$50.3K
|
+1,158
|
+4%
|
|
|
49
|
|
$1.34M
|
-$128K
|
-2,959
|
-8%
|
|
|
50
|
Beam Wealth Advisors
Covington,
Louisiana
|
$1.21M
|
+$245K
|
+5,644
|
+24%
|
|
