|
51
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12.4M
|
+$253K
|
+3,030
|
+2%
|
|
|
52
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$12.3M
|
-$2.42M
|
-29,058
|
-17%
|
|
|
53
|
TRB Wealth Management
Houston,
Texas
|
$11.3M
|
–
|
–
|
–
|
|
|
54
|
|
$11.2M
|
-$241K
|
-2,895
|
-2%
|
|
|
55
|
Weil Company
San Diego,
California
|
$10.9M
|
+$972K
|
+11,655
|
+11%
|
|
|
56
|
Cozad Asset Management
Champaign,
Illinois
|
$10.4M
|
+$142K
|
+1,706
|
+1%
|
|
|
57
|
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
|
$10.2M
|
-$1.68M
|
-20,199
|
-15%
|
|
|
58
|
Denver PWM
Denver,
Colorado
|
$9.7M
|
+$268K
|
+3,208
|
+3%
|
|
|
59
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$9.62M
|
+$538K
|
+6,456
|
+6%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$9.54M
|
+$138K
|
+1,652
|
+2%
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$9.47M
|
+$3.14M
|
+37,706
|
+55%
|
|
|
62
|
Park Avenue Securities
New York
|
$9.35M
|
+$1.27M
|
+15,197
|
+17%
|
|
|
63
|
FLC Capital Advisors
Palm Desert,
California
|
$9.1M
|
-$78.4K
|
-940
|
-0.9%
|
|
|
64
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$8.6M
|
+$339K
|
+4,059
|
+4%
|
|
|
65
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$8.32M
|
+$5.41M
|
+64,821
|
+227%
|
|
|
66
|
Kestra Advisory Services
Austin,
Texas
|
$8.26M
|
+$1.1M
|
+13,219
|
+17%
|
|
|
67
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.95M
|
+$1.45M
|
+17,352
|
+24%
|
|
|
68
|
Cora Capital Advisors
Marlton,
New Jersey
|
$7.91M
|
-$35.4K
|
-424
|
-0.5%
|
|
|
69
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$7.79M
|
+$175K
|
+2,099
|
+2%
|
|
|
70
|
DDFG Inc
Thousand Oaks,
California
|
$7.69M
|
-$751
|
-9
|
-0%
|
|
|
71
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.85M
|
-$644K
|
-7,724
|
-9%
|
|
|
72
|
|
$6.81M
|
-$167
|
-2
|
-0%
|
|
|
73
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$6.76M
|
+$105K
|
+1,253
|
+2%
|
|
|
74
|
United Capital Financial Advisors
Irving,
Texas
|
$6.67M
|
-$145K
|
-1,744
|
-2%
|
|
|
75
|
GeoWealth Management
Chicago,
Illinois
|
$6.65M
|
-$159K
|
-1,911
|
-2%
|
|
