|
26
|
Rockefeller Capital Management
New York
|
$7.1M
|
-$171K
|
-6,600
|
-2%
|
|
|
27
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$6.75M
|
+$477K
|
+18,359
|
+8%
|
|
|
28
|
Howard Financial Services
Dallas,
Texas
|
$6.08M
|
-$938K
|
-36,103
|
-14%
|
|
|
29
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.68M
|
+$5.6M
|
+215,577
|
New
|
|
|
30
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$5.56M
|
-$813K
|
-31,306
|
-13%
|
|
|
31
|
Evergreen Capital Management
Bellevue,
Washington
|
$5.26M
|
-$153K
|
-5,880
|
-3%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.58M
|
-$120K
|
-4,606
|
-3%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$4.23M
|
-$4.75M
|
-182,832
|
-53%
|
|
|
34
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$4.13M
|
+$266K
|
+10,242
|
+7%
|
|
|
35
|
Resource Planning Group
Atlanta,
Georgia
|
$3.79M
|
-$288K
|
-11,098
|
-7%
|
|
|
36
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.47M
|
-$253K
|
-9,756
|
-7%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$3.34M
|
+$203K
|
+7,807
|
+7%
|
|
|
38
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$2.99M
|
+$2.53M
|
+97,237
|
+602%
|
|
|
39
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.92M
|
-$1.4M
|
-53,922
|
-33%
|
|
|
40
|
WESCAP Management Group
Glendale,
California
|
$2.8M
|
+$60.5K
|
+2,329
|
+2%
|
|
|
41
|
Wellington Management Group
Boston,
Massachusetts
|
$2.76M
|
+$899K
|
+34,590
|
+49%
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$2.58M
|
+$28.5K
|
+1,099
|
+1%
|
|
|
43
|
Allworth Financial
Folsom,
California
|
$2.44M
|
+$1.61M
|
+62,117
|
+202%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.43M
|
+$878K
|
+33,793
|
+58%
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$2.39M
|
-$66.1K
|
-2,545
|
-3%
|
|
|
46
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.89M
|
+$9.09K
|
+350
|
+0.5%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$1.55M
|
-$1.02M
|
-39,185
|
-40%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.54M
|
+$12.7K
|
+489
|
+0.8%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
-$1.32M
|
-50,938
|
-47%
|
|
|
50
|
Flagstar Advisors
New York
|
$1.46M
|
–
|
–
|
–
|
|
