|
26
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$3.82M
|
+$253K
|
+5,694
|
+7%
|
|
|
27
|
Bank of New York Mellon
New York
|
$3.72M
|
+$1.35M
|
+30,386
|
+58%
|
|
|
28
|
Equitable Holdings
New York
|
$3.53M
|
-$232K
|
-5,230
|
-6%
|
|
|
29
|
Secure Asset Management
Troy,
Michigan
|
$3.43M
|
+$777K
|
+17,510
|
+29%
|
|
|
30
|
Two Sigma Investments
New York
|
$3.4M
|
+$1.4M
|
+31,600
|
+71%
|
|
|
31
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$3.09M
|
+$13.3K
|
+299
|
+0.4%
|
|
|
32
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.02M
|
-$1.07M
|
-24,001
|
-26%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$2.9M
|
–
|
–
|
–
|
|
|
34
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.85M
|
+$581K
|
+13,097
|
+26%
|
|
|
35
|
Park Edge Advisors
Cleveland,
Ohio
|
$2.58M
|
+$550K
|
+12,383
|
+27%
|
|
|
36
|
Axiom Financial Strategies
New Albany,
Indiana
|
$2.35M
|
-$2.71M
|
-61,061
|
-54%
|
|
|
37
|
Park Avenue Securities
New York
|
$2.22M
|
-$5.1K
|
-115
|
-0.2%
|
|
|
38
|
&Partners
Nashville,
Tennessee
|
$2.12M
|
-$90K
|
-2,028
|
-4%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$2.1M
|
-$79K
|
-1,781
|
-4%
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$2.09M
|
+$54.9K
|
+1,238
|
+3%
|
|
|
41
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.02M
|
-$12.9K
|
-290
|
-0.6%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2M
|
-$755K
|
-17,008
|
-28%
|
|
|
43
|
Brown Advisory
Baltimore,
Maryland
|
$1.98M
|
+$107K
|
+2,400
|
+6%
|
|
|
44
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.98M
|
–
|
–
|
–
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.93M
|
+$217K
|
+4,882
|
+13%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$1.63M
|
+$673K
|
+15,169
|
+72%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.62M
|
+$541K
|
+12,182
|
+51%
|
|
|
48
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.59M
|
-$33.2K
|
-749
|
-2%
|
|
|
49
|
Everpar Advisors
Tulsa,
Oklahoma
|
$1.55M
|
+$300K
|
+6,750
|
+24%
|
|
|
50
|
|
$1.32M
|
+$1.31M
|
+29,427
|
New
|
|
