|
26
|
Castle Wealth Management
West Palm Beach,
Florida
|
$4.21M
|
+$159K
|
+3,815
|
+4%
|
|
|
27
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.95M
|
+$410K
|
+9,801
|
+12%
|
|
|
28
|
Equitable Holdings
New York
|
$3.63M
|
+$359K
|
+8,584
|
+11%
|
|
|
29
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.44M
|
+$52.6K
|
+1,259
|
+2%
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$3.29M
|
+$793K
|
+18,975
|
+33%
|
|
|
31
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$2.97M
|
-$2.42K
|
-58
|
-0.1%
|
|
|
32
|
Wealthspire Advisors (New York)
New York
|
$2.79M
|
–
|
–
|
–
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.67M
|
-$834K
|
-19,967
|
-24%
|
|
|
34
|
Secure Asset Management
Troy,
Michigan
|
$2.57M
|
+$701K
|
+16,784
|
+39%
|
|
|
35
|
Bank of New York Mellon
New York
|
$2.27M
|
+$385K
|
+9,218
|
+21%
|
|
|
36
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.18M
|
+$902K
|
+21,575
|
+75%
|
|
|
37
|
Park Avenue Securities
New York
|
$2.15M
|
+$2.08M
|
+49,656
|
New
|
|
|
38
|
&Partners
Nashville,
Tennessee
|
$2.13M
|
+$994K
|
+23,780
|
+93%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$2.11M
|
-$125K
|
-2,990
|
-6%
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$1.97M
|
+$1.9M
|
+45,420
|
New
|
|
|
41
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.96M
|
-$321K
|
-7,675
|
-14%
|
|
|
42
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.95M
|
-$143K
|
-3,413
|
-7%
|
|
|
43
|
Two Sigma Investments
New York
|
$1.92M
|
-$3.22M
|
-76,971
|
-63%
|
|
|
44
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.91M
|
–
|
–
|
–
|
|
|
45
|
Brown Advisory
Baltimore,
Maryland
|
$1.81M
|
-$42K
|
-1,004
|
-2%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.65M
|
+$260K
|
+6,212
|
+19%
|
|
|
47
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.56M
|
+$93.7K
|
+2,241
|
+7%
|
|
|
48
|
Berkeley Inc
Boise,
Idaho
|
$1.55M
|
-$5.17M
|
-123,704
|
-77%
|
|
|
49
|
Fiduciary Planning
Englewood,
Florida
|
$1.43M
|
-$285K
|
-6,813
|
-17%
|
|
|
50
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.39M
|
+$352K
|
+8,411
|
+35%
|
|
