|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.75M
|
–
|
–
|
–
|
|
|
27
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.67M
|
+$162K
|
+2,193
|
+3%
|
|
|
28
|
Cetera Advisors
Denver,
Colorado
|
$5.65M
|
+$5.04M
|
+68,184
|
+1,834%
|
|
|
29
|
FAS Wealth Partners
Leawood,
Kansas
|
$4.73M
|
-$691K
|
-9,348
|
-13%
|
|
|
30
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.42M
|
-$129K
|
-1,743
|
-3%
|
|
|
31
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.4M
|
+$20.3K
|
+275
|
+0.5%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$4.4M
|
-$47.6K
|
-644
|
-1%
|
|
|
33
|
Essex Financial Services
Essex,
Connecticut
|
$4.06M
|
-$78.9K
|
-1,068
|
-2%
|
|
|
34
|
Landmark Wealth Management (New York)
Melville,
New York
|
$3.95M
|
+$19.2K
|
+260
|
+0.5%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$3.94M
|
-$290K
|
-3,929
|
-7%
|
|
|
36
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.86M
|
+$357K
|
+4,829
|
+11%
|
|
|
37
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$3.82M
|
-$390K
|
-5,270
|
-10%
|
|
|
38
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.76M
|
+$117K
|
+1,581
|
+3%
|
|
|
39
|
World Investment Advisors
Santa Barbara,
California
|
$3.41M
|
-$690K
|
-9,336
|
-21%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.35M
|
-$798K
|
-10,790
|
-20%
|
|
|
41
|
|
$3.33M
|
+$1.84M
|
+24,935
|
+142%
|
|
|
42
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$2.99M
|
-$698K
|
-9,447
|
-20%
|
|
|
43
|
Modern Wealth Management
Lenexa,
Kansas
|
$2.85M
|
+$634K
|
+8,580
|
+31%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$2.4M
|
-$213K
|
-2,878
|
-9%
|
|
|
45
|
United Advisor Group
Cincinnati,
Ohio
|
$2.36M
|
+$2.22M
|
+30,034
|
New
|
|
|
46
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$2.18M
|
-$131K
|
-1,766
|
-6%
|
|
|
47
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2M
|
+$443K
|
+5,991
|
+31%
|
|
|
48
|
Cascade Financial Partners
San Diego,
California
|
$1.93M
|
+$1.9M
|
+25,770
|
New
|
|
|
49
|
Prosperity Financial Group
San Ramon,
California
|
$1.89M
|
+$1.45M
|
+19,600
|
+435%
|
|
|
50
|
|
$1.87M
|
+$1.76M
|
+23,749
|
New
|
|
