|
26
|
Steward Partners Investment Advisory
New York
|
$2.12M
|
+$649K
|
+12,715
|
+44%
|
|
|
27
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.79M
|
+$1.53M
|
+30,008
|
+613%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.78M
|
+$1.77M
|
+34,746
|
New
|
|
|
29
|
KWB Wealth
Redlands,
California
|
$1.53M
|
+$1.53M
|
+29,907
|
New
|
|
|
30
|
Middleton & Co
Boston,
Massachusetts
|
$1.43M
|
+$1.42M
|
+27,835
|
New
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$1.02M
|
+$1.02M
|
+19,982
|
New
|
|
|
32
|
Collective Family Office
York,
Pennsylvania
|
$930K
|
-$513K
|
-10,057
|
-36%
|
|
|
33
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$912K
|
+$909K
|
+17,807
|
New
|
|
|
34
|
Asset Allocation Strategies
Farmington,
Michigan
|
$900K
|
+$897K
|
+17,565
|
New
|
|
|
35
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$895K
|
+$303K
|
+5,935
|
+51%
|
|
|
36
|
Essex Financial Services
Essex,
Connecticut
|
$864K
|
+$861K
|
+16,871
|
New
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$787K
|
+$65.8K
|
+1,289
|
+9%
|
|
|
38
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$785K
|
+$355K
|
+6,950
|
+83%
|
|
|
39
|
WealthPLAN Partners
Omaha,
Nebraska
|
$723K
|
+$199K
|
+3,897
|
+38%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$587K
|
+$584K
|
+11,450
|
New
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$579K
|
+$37.7K
|
+738
|
+7%
|
|
|
42
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$508K
|
+$31.9K
|
+624
|
+7%
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$497K
|
+$495K
|
+9,698
|
New
|
|
|
44
|
J.W. Cole Advisors
Tampa,
Florida
|
$463K
|
+$241K
|
+4,725
|
+109%
|
|
|
45
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$454K
|
-$2.1M
|
-41,131
|
-82%
|
|
|
46
|
Private Advisor Group
Morristown,
New Jersey
|
$364K
|
+$31.3K
|
+613
|
+9%
|
|
|
47
|
Atria Wealth Solutions
New York
|
$319K
|
-$50.9K
|
-997
|
-14%
|
|
|
48
|
Fiduciary Trust
Boston,
Massachusetts
|
$307K
|
+$306K
|
+6,000
|
New
|
|
|
49
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$279K
|
–
|
–
|
–
|
|
|
50
|
Private Trust Company
Cleveland,
Ohio
|
$256K
|
–
|
–
|
–
|
|
