|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.32M
|
+$232K
|
+3,215
|
+8%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$3.26M
|
+$228K
|
+3,163
|
+8%
|
|
|
28
|
Win Advisors
Palm Beach Gardens,
Florida
|
$3.17M
|
+$2.94M
|
+40,750
|
New
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$3.12M
|
-$540K
|
-7,484
|
-16%
|
|
|
30
|
Firestone Capital Management
Coral Gables,
Florida
|
$2.85M
|
-$24K
|
-333
|
-0.9%
|
|
|
31
|
Institute for Wealth Management
Denver,
Colorado
|
$2.58M
|
-$382K
|
-5,298
|
-14%
|
|
|
32
|
Spire Wealth Management
Mclean,
Virginia
|
$2.37M
|
-$5.34M
|
-74,030
|
-72%
|
|
|
33
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.02M
|
+$505
|
+7
|
+0%
|
|
|
34
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.99M
|
+$866
|
+12
|
+0%
|
|
|
35
|
Prism Advisors
Studio City,
California
|
$1.94M
|
-$9.96K
|
-138
|
-0.6%
|
|
|
36
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$1.75M
|
+$1.62M
|
+22,474
|
New
|
|
|
37
|
Equitable Holdings
New York
|
$1.63M
|
+$289
|
+4
|
+0%
|
|
|
38
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.63M
|
-$305K
|
-4,225
|
-17%
|
|
|
39
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.62M
|
-$16K
|
-222
|
-1%
|
|
|
40
|
Comerica Bank
Dallas,
Texas
|
$1.45M
|
-$120K
|
-1,663
|
-8%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.41M
|
+$20.7K
|
+287
|
+2%
|
|
|
42
|
Balanced Wealth Group
Westlake,
Ohio
|
$1.38M
|
+$1.28M
|
+17,703
|
New
|
|
|
43
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
44
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.23M
|
+$1.44K
|
+20
|
+0.1%
|
|
|
45
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.2M
|
+$1.11M
|
+15,384
|
New
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.14M
|
+$190K
|
+2,636
|
+22%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.13M
|
-$125K
|
-1,737
|
-11%
|
|
|
48
|
Atria Wealth Solutions
New York
|
$1.08M
|
+$25.1K
|
+348
|
+3%
|
|
|
49
|
IHT Wealth Management
Chicago,
Illinois
|
$1.08M
|
+$578
|
+8
|
+0.1%
|
|
|
50
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.04M
|
-$15.1K
|
-209
|
-2%
|
|
