|
51
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$620K
|
–
|
–
|
–
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$589K
|
-$12K
|
-500
|
-2%
|
|
|
53
|
AJ Wealth Strategies
New York
|
$500K
|
–
|
–
|
–
|
|
|
54
|
Per Stirling Capital Management
Austin,
Texas
|
$442K
|
+$12.4K
|
+514
|
+3%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$441K
|
+$443K
|
+18,402
|
New
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$429K
|
+$25.5K
|
+1,061
|
+6%
|
|
|
57
|
Cambridge Advisors
Omaha,
Nebraska
|
$408K
|
+$5.12K
|
+213
|
+1%
|
|
|
58
|
Brookstone Capital Management
Wheaton,
Illinois
|
$326K
|
+$333K
|
+13,845
|
New
|
|
|
59
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$322K
|
-$264K
|
-10,983
|
-45%
|
|
|
60
|
Avantax Advisory Services
Dallas,
Texas
|
$315K
|
-$6.73K
|
-280
|
-2%
|
|
|
61
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$299K
|
-$273K
|
-11,363
|
-48%
|
|
|
62
|
MYeCFO
La Jolla,
California
|
$293K
|
-$35.3K
|
-1,467
|
-11%
|
|
|
63
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$292K
|
+$3.51K
|
+146
|
+1%
|
|
|
64
|
Vawter Financial
Columbus,
Ohio
|
$291K
|
+$8.11K
|
+337
|
+3%
|
|
|
65
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$287K
|
+$280K
|
+11,652
|
New
|
|
|
66
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$219K
|
+$220K
|
+9,139
|
New
|
|
|
67
|
Old Mission Capital
Chicago,
Illinois
|
$207K
|
+$208K
|
+8,654
|
New
|
|
|
68
|
Citadel Advisors
Miami,
Florida
|
$205K
|
-$1.69M
|
-70,377
|
-89%
|
|
|
69
|
|
$111K
|
+$27.4K
|
+1,140
|
+33%
|
|
|
70
|
Bogart Wealth LLC
Mclean,
Virginia
|
$101K
|
+$4.91K
|
+204
|
+5%
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$81.9K
|
–
|
–
|
–
|
|
|
72
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$67.5K
|
+$67.8K
|
+2,820
|
New
|
|
|
73
|
Anchor Investment Management
Columbia,
South Carolina
|
$42.5K
|
+$5.87K
|
+244
|
+16%
|
|
|
74
|
Parallel Advisors
San Francisco,
California
|
$34.4K
|
–
|
–
|
–
|
|
|
75
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$34K
|
–
|
–
|
–
|
|
