|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.39M
|
+$5.02M
|
+73,239
|
New
|
|
|
27
|
FAS Wealth Partners
Leawood,
Kansas
|
$5.12M
|
+$372K
|
+5,428
|
+8%
|
|
|
28
|
Smith, Moore & Co
Clayton,
Missouri
|
$4.94M
|
-$171K
|
-2,503
|
-3%
|
|
|
29
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.27M
|
+$47.2K
|
+690
|
+1%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$4.17M
|
-$1.12M
|
-16,390
|
-22%
|
|
|
31
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.1M
|
-$318K
|
-4,648
|
-8%
|
|
|
32
|
Atria Wealth Solutions
New York
|
$3.98M
|
+$2.2M
|
+32,140
|
+147%
|
|
|
33
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.97M
|
-$147K
|
-2,151
|
-4%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.93M
|
-$3.29K
|
-48
|
-0.1%
|
|
|
35
|
Essex Financial Services
Essex,
Connecticut
|
$3.88M
|
-$211K
|
-3,088
|
-6%
|
|
|
36
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.68M
|
+$221K
|
+3,223
|
+7%
|
|
|
37
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$3.5M
|
+$116K
|
+1,694
|
+4%
|
|
|
38
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.41M
|
+$88.5K
|
+1,292
|
+3%
|
|
|
39
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.26M
|
+$12.2K
|
+178
|
+0.4%
|
|
|
40
|
World Investment Advisors
Santa Barbara,
California
|
$3.22M
|
+$2.99M
|
+43,732
|
New
|
|
|
41
|
Rockefeller Capital Management
New York
|
$2.46M
|
–
|
–
|
–
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.41M
|
+$612K
|
+8,932
|
+37%
|
|
|
43
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$2.17M
|
-$13.6K
|
-198
|
-0.7%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$2.16M
|
+$63.3K
|
+924
|
+3%
|
|
|
45
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.04M
|
+$1.9M
|
+27,718
|
New
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
-$1.16M
|
-16,995
|
-40%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$1.81M
|
-$291K
|
-4,244
|
-15%
|
|
|
48
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.69M
|
-$327K
|
-4,772
|
-17%
|
|
|
49
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.63M
|
-$154K
|
-2,246
|
-9%
|
|
|
50
|
PFG Investments
Woodbury,
New York
|
$1.48M
|
+$3.42K
|
+50
|
+0.2%
|
|
