|
26
|
Wakefield Asset Management
Englewood,
Colorado
|
$839K
|
+$15.6K
|
+1,874
|
+2%
|
|
|
27
|
Koshinski Asset Management
Decatur,
Illinois
|
$825K
|
+$37.3K
|
+4,480
|
+5%
|
|
|
28
|
NewEdge Advisors
New Orleans,
Louisiana
|
$789K
|
+$7.46K
|
+896
|
+0.9%
|
|
|
29
|
Bank of America
Charlotte,
North Carolina
|
$703K
|
-$113K
|
-13,555
|
-14%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$658K
|
+$68K
|
+8,169
|
+11%
|
|
|
31
|
J.W. Cole Advisors
Tampa,
Florida
|
$558K
|
+$574K
|
+68,940
|
New
|
|
|
32
|
Gill Capital Partners
Denver,
Colorado
|
$535K
|
–
|
–
|
–
|
|
|
33
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$526K
|
–
|
–
|
–
|
|
|
34
|
Beta Wealth Group
San Diego,
California
|
$513K
|
-$29.4K
|
-3,530
|
-5%
|
|
|
35
|
|
$486K
|
–
|
–
|
–
|
|
|
36
|
|
$486K
|
+$375K
|
+45,000
|
+300%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$341K
|
-$63.9K
|
-7,680
|
-15%
|
|
|
38
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$324K
|
–
|
–
|
–
|
|
|
39
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$303K
|
+$50K
|
+6,000
|
+19%
|
|
|
40
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$296K
|
–
|
–
|
–
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$292K
|
-$2.11K
|
-253
|
-0.7%
|
|
|
42
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$278K
|
+$286K
|
+34,368
|
New
|
|
|
43
|
Joel Isaacson & Co
New York
|
$244K
|
+$2.1K
|
+252
|
+0.8%
|
|
|
44
|
Bank of New York Mellon
New York
|
$235K
|
-$80.8K
|
-9,700
|
-25%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$232K
|
+$4.14K
|
+497
|
+2%
|
|
|
46
|
Orleans Capital Management
Mandeville,
Louisiana
|
$230K
|
+$4.16K
|
+500
|
+2%
|
|
|
47
|
Moors & Cabot
Boston,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
48
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$217K
|
–
|
–
|
–
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$213K
|
–
|
–
|
–
|
|
|
50
|
Focus Partners Wealth
Boston,
Massachusetts
|
$202K
|
+$208K
|
+24,923
|
New
|
|
