|
26
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.31M
|
+$220K
|
+9,878
|
+20%
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.23M
|
+$1.22M
|
+55,002
|
New
|
|
|
28
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$1.17M
|
+$171K
|
+7,667
|
+17%
|
|
|
29
|
Naples Global Advisors
Naples,
Florida
|
$1.13M
|
-$93.2K
|
-4,190
|
-8%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.05M
|
+$47.8K
|
+2,150
|
+5%
|
|
|
31
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$999K
|
+$113K
|
+5,088
|
+13%
|
|
|
32
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$982K
|
+$984K
|
+44,236
|
New
|
|
|
33
|
Kestra Advisory Services
Austin,
Texas
|
$967K
|
+$6.12K
|
+275
|
+0.6%
|
|
|
34
|
Dean Investment Associates
Beavercreek,
Ohio
|
$917K
|
–
|
–
|
–
|
|
|
35
|
NewEdge Advisors
New Orleans,
Louisiana
|
$904K
|
-$252K
|
-11,322
|
-22%
|
|
|
36
|
Cascade Financial Partners
San Diego,
California
|
$891K
|
+$42.3K
|
+1,900
|
+5%
|
|
|
37
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$800K
|
+$223
|
+10
|
+0%
|
|
|
38
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$793K
|
-$199K
|
-8,943
|
-20%
|
|
|
39
|
Waverly Advisors
Birmingham,
Alabama
|
$790K
|
+$11.2K
|
+504
|
+1%
|
|
|
40
|
RMR Wealth Builders
Montclair,
New Jersey
|
$742K
|
+$89.3K
|
+4,013
|
+14%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$617K
|
-$20.8K
|
-937
|
-3%
|
|
|
42
|
Concurrent Investment Advisors
Tampa,
Florida
|
$612K
|
+$25.8K
|
+1,160
|
+4%
|
|
|
43
|
Occidental Asset Management
Burlingame,
California
|
$591K
|
+$4.23K
|
+190
|
+0.7%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$577K
|
-$478K
|
-21,499
|
-45%
|
|
|
45
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$577K
|
–
|
–
|
–
|
|
|
46
|
Rockefeller Capital Management
New York
|
$555K
|
-$336K
|
-15,117
|
-38%
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$527K
|
+$48.3K
|
+2,171
|
+10%
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$527K
|
+$221K
|
+9,922
|
+73%
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
$505K
|
–
|
–
|
–
|
|
|
50
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$471K
|
-$55.6K
|
-2,500
|
-11%
|
|
