|
26
|
AE Wealth Management
Topeka,
Kansas
|
$10M
|
+$962K
|
+9,631
|
+10%
|
|
|
27
|
Spire Wealth Management
Mclean,
Virginia
|
$9.85M
|
+$10.3M
|
+102,963
|
New
|
|
|
28
|
Titus Wealth Management
Larskpur,
California
|
$9.8M
|
+$885K
|
+8,862
|
+9%
|
|
|
29
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$8.38M
|
-$721K
|
-7,218
|
-8%
|
|
|
30
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.29M
|
+$334K
|
+3,340
|
+4%
|
|
|
31
|
Meitav Investment House
Bene-Beraq,
Israel
|
$8.03M
|
-$509K
|
-5,096
|
-6%
|
|
|
32
|
Prospera Financial Services
Dallas,
Texas
|
$7.91M
|
+$3.02M
|
+30,216
|
+58%
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$7.17M
|
-$577K
|
-5,776
|
-7%
|
|
|
34
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$7.01M
|
-$19.7M
|
-196,986
|
-73%
|
|
|
35
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$6.91M
|
+$523K
|
+5,231
|
+8%
|
|
|
36
|
|
$6.63M
|
-$309K
|
-3,093
|
-4%
|
|
|
37
|
TPG Financial Advisors
Portland,
Oregon
|
$6.36M
|
-$605K
|
-6,058
|
-8%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$6.1M
|
-$131K
|
-1,309
|
-2%
|
|
|
39
|
Cavalier Investments
Alpharetta,
Georgia
|
$6.03M
|
+$448K
|
+4,484
|
+8%
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6M
|
+$6.26M
|
+62,679
|
New
|
|
|
41
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$5.95M
|
+$153K
|
+1,532
|
+3%
|
|
|
42
|
Pinnacle Associates
New York
|
$5.93M
|
+$156K
|
+1,565
|
+3%
|
|
|
43
|
Oppenheimer & Co
New York
|
$5.69M
|
+$303K
|
+3,030
|
+5%
|
|
|
44
|
Churchill Management
Los Angeles,
California
|
$5.58M
|
-$383K
|
-3,833
|
-6%
|
|
|
45
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$5.42M
|
+$5.66M
|
+56,622
|
New
|
|
|
46
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.2M
|
-$1.27M
|
-12,699
|
-19%
|
|
|
47
|
Financial Advocates Investment Management
Olympia,
Washington
|
$5.06M
|
+$295K
|
+2,957
|
+6%
|
|
|
48
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.91M
|
+$106K
|
+1,062
|
+2%
|
|
|
49
|
Level Four Advisory Services
Dallas,
Texas
|
$4.73M
|
-$4.15M
|
-41,562
|
-46%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$4.58M
|
+$465K
|
+4,659
|
+11%
|
|
