|
26
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$4.67M
|
–
|
–
|
–
|
|
|
27
|
Forge Financial Services
Edmond,
Oklahoma
|
$4.42M
|
+$4.13M
|
+40,120
|
New
|
|
|
28
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$3.99M
|
+$4.03M
|
+39,195
|
New
|
|
|
29
|
Rockefeller Capital Management
New York
|
$3.82M
|
-$266K
|
-2,585
|
-6%
|
|
|
30
|
Firestone Capital Management
Coral Gables,
Florida
|
$3.68M
|
+$103
|
+1
|
+0%
|
|
|
31
|
Spire Wealth Management
Mclean,
Virginia
|
$3.59M
|
-$62.5K
|
-608
|
-2%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$3.32M
|
-$216K
|
-2,097
|
-6%
|
|
|
33
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$3.27M
|
-$24.6K
|
-239
|
-0.7%
|
|
|
34
|
Institute for Wealth Management
Denver,
Colorado
|
$3.24M
|
-$84.2K
|
-819
|
-3%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.89M
|
+$38.2K
|
+371
|
+1%
|
|
|
36
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$2.6M
|
-$41.2K
|
-401
|
-2%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$2.28M
|
+$590K
|
+5,732
|
+34%
|
|
|
38
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.28M
|
+$2.3M
|
+22,410
|
New
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.17M
|
+$137K
|
+1,334
|
+7%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.15M
|
+$315K
|
+3,064
|
+17%
|
|
|
41
|
Prism Advisors
Studio City,
California
|
$2.12M
|
-$55.9K
|
-544
|
-3%
|
|
|
42
|
Tobias Financial Advisors
Plantation,
Florida
|
$2.1M
|
-$103
|
-1
|
-0%
|
|
|
43
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.05M
|
+$156K
|
+1,517
|
+8%
|
|
|
44
|
Equitable Holdings
New York
|
$2.01M
|
-$23.1K
|
-225
|
-1%
|
|
|
45
|
Balanced Wealth Group
Westlake,
Ohio
|
$1.9M
|
-$3.6K
|
-35
|
-0.2%
|
|
|
46
|
Fenimore Asset Management
Cobleskill,
New York
|
$1.73M
|
–
|
–
|
–
|
|
|
47
|
Comerica Bank
Dallas,
Texas
|
$1.72M
|
-$87.4K
|
-850
|
-5%
|
|
|
48
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.61M
|
–
|
–
|
–
|
|
|
49
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.58M
|
-$16.4K
|
-159
|
-1%
|
|
|
50
|
Atria Wealth Solutions
New York
|
$1.52M
|
-$10.6K
|
-103
|
-0.7%
|
|
