|
26
|
Rockefeller Capital Management
New York
|
$1.83M
|
-$209K
|
-10,511
|
-10%
|
|
|
27
|
Oppenheimer & Co
New York
|
$1.34M
|
-$384K
|
-19,345
|
-22%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$1.33M
|
+$93K
|
+4,683
|
+8%
|
|
|
29
|
Summit Financial
Parsippany,
New Jersey
|
$1.27M
|
+$90.6K
|
+4,563
|
+8%
|
|
|
30
|
WealthShield Partners
Cary,
North Carolina
|
$1.24M
|
+$14.9K
|
+748
|
+1%
|
|
|
31
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.22M
|
+$397
|
+20
|
+0%
|
|
|
32
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.09M
|
+$10.4K
|
+522
|
+1%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$1.07M
|
-$54.2K
|
-2,730
|
-5%
|
|
|
34
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$1.04M
|
-$15.2K
|
-763
|
-1%
|
|
|
35
|
Independent Financial Group
San Diego,
California
|
$952K
|
-$44.1K
|
-2,220
|
-4%
|
|
|
36
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$925K
|
–
|
–
|
–
|
|
|
37
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$915K
|
-$225K
|
-11,345
|
-20%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$915K
|
-$21.8K
|
-1,097
|
-2%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$843K
|
+$27.6K
|
+1,389
|
+3%
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$811K
|
+$9.33K
|
+470
|
+1%
|
|
|
41
|
Gotham Asset Management
New York
|
$730K
|
+$344K
|
+17,321
|
+89%
|
|
|
42
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$696K
|
–
|
–
|
–
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$692K
|
-$110K
|
-5,558
|
-14%
|
|
|
44
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$652K
|
-$186K
|
-9,370
|
-22%
|
|
|
45
|
Harbour Investments
Madison,
Wisconsin
|
$651K
|
+$18K
|
+906
|
+3%
|
|
|
46
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$574K
|
-$393K
|
-19,811
|
-41%
|
|
|
47
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$571K
|
+$1.73K
|
+87
|
+0.3%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$556K
|
+$5.52K
|
+278
|
+1%
|
|
|
49
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$549K
|
+$13.4K
|
+673
|
+2%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$548K
|
-$21.6K
|
-1,089
|
-4%
|
|
