|
26
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
27
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$196K
|
+$4.55K
|
+580
|
+2%
|
|
|
28
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$185K
|
+$53K
|
+6,750
|
+39%
|
|
|
29
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$174K
|
–
|
–
|
–
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$173K
|
+$6.02K
|
+767
|
+4%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$151K
|
+$153K
|
+19,500
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$147K
|
-$20.1K
|
-2,557
|
-12%
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$138K
|
-$56.7K
|
-7,226
|
-29%
|
|
|
34
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$134K
|
–
|
–
|
–
|
|
|
35
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$110K
|
+$112K
|
+14,225
|
New
|
|
|
36
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$92.7K
|
-$2.92K
|
-372
|
-3%
|
|
|
38
|
CoreCap Advisors
Southfield,
Michigan
|
$86K
|
-$14.7K
|
-1,875
|
-14%
|
|
|
39
|
Clear Creek Financial Management
Silverdale,
Washington
|
$80.6K
|
-$24
|
-3
|
-0%
|
|
|
40
|
Principal Securities
Des Moines,
Iowa
|
$39.9K
|
+$243
|
+31
|
+0.6%
|
|
|
41
|
Spire Wealth Management
Mclean,
Virginia
|
$34.7K
|
–
|
–
|
–
|
|
|
42
|
Barrett & Company
Providence,
Rhode Island
|
$27.1K
|
–
|
–
|
–
|
|
|
43
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$22.1K
|
–
|
–
|
–
|
|
|
44
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$16.4K
|
–
|
–
|
–
|
|
|
45
|
Activest Wealth Management
Aventure,
Florida
|
$16.3K
|
–
|
–
|
–
|
|
|
46
|
Coppell Advisory Solutions
Coppell,
Texas
|
$11.8K
|
–
|
–
|
–
|
|
|
47
|
|
$6.19K
|
+$6.27K
|
+799
|
New
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.42K
|
–
|
–
|
–
|
|
|
49
|
IFP Advisors
Tampa,
Florida
|
$3.9K
|
–
|
–
|
–
|
|
|
50
|
Steward Partners Investment Advisory
New York
|
$3.88K
|
-$2.75K
|
-350
|
-41%
|
|
