|
26
|
IHT Wealth Management
Chicago,
Illinois
|
$566K
|
-$94K
|
-2,367
|
-13%
|
|
|
27
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$536K
|
+$589K
|
+14,814
|
New
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$494K
|
-$519K
|
-13,074
|
-49%
|
|
|
29
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$490K
|
–
|
–
|
–
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$487K
|
+$56.3K
|
+1,416
|
+12%
|
|
|
31
|
Private Advisor Group
Morristown,
New Jersey
|
$475K
|
-$95.4K
|
-2,400
|
-15%
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$423K
|
–
|
–
|
–
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$400K
|
+$3.58K
|
+90
|
+0.8%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$363K
|
-$1.38M
|
-34,740
|
-78%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$330K
|
-$77.4K
|
-1,947
|
-18%
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$325K
|
+$357K
|
+8,997
|
New
|
|
|
37
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$290K
|
-$19.2K
|
-483
|
-6%
|
|
|
38
|
Samalin Investment Counsel
Chappaqua,
New York
|
$274K
|
-$596
|
-15
|
-0.2%
|
|
|
39
|
Genesee Capital Advisors
Auburn,
New York
|
$246K
|
–
|
–
|
–
|
|
|
40
|
EPG Wealth Management
Atlanta,
Georgia
|
$239K
|
–
|
–
|
–
|
|
|
41
|
Fortis Advisors
Wayne,
Pennsylvania
|
$231K
|
-$2.18M
|
-54,777
|
-90%
|
|
|
42
|
MTM Investment Management
Spartanburg,
South Carolina
|
$213K
|
–
|
–
|
–
|
|
|
43
|
Berger Financial Group
Plymouth,
Minnesota
|
$208K
|
-$19.1K
|
-480
|
-8%
|
|
|
44
|
US Bancorp
Minneapolis,
Minnesota
|
$198K
|
+$138K
|
+3,483
|
+175%
|
|
|
45
|
Centaurus Financial
Anaheim,
California
|
$175K
|
+$1.79K
|
+45
|
+0.9%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$142K
|
+$157K
|
+3,945
|
New
|
|
|
47
|
Bellevue Asset Management
Bellevue,
Washington
|
$122K
|
–
|
–
|
–
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$91K
|
-$11.9K
|
-300
|
-10%
|
|
|
49
|
Spire Wealth Management
Mclean,
Virginia
|
$87K
|
–
|
–
|
–
|
|
|
50
|
FourThought Financial
Venice,
Florida
|
$84K
|
-$5.72K
|
-144
|
-6%
|
|
