|
26
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$373K
|
+$341K
|
+11,800
|
New
|
|
|
27
|
Atria Wealth Solutions
New York
|
$365K
|
-$28.4K
|
-985
|
-8%
|
|
|
28
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$351K
|
+$42.4K
|
+1,470
|
+15%
|
|
|
29
|
Owen LaRue
Elizabethtown,
Kentucky
|
$344K
|
-$6.04K
|
-209
|
-2%
|
|
|
30
|
Advisors Asset Management
Monument,
Colorado
|
$326K
|
-$1.06M
|
-36,569
|
-78%
|
|
|
31
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$318K
|
+$4.25K
|
+147
|
+1%
|
|
|
32
|
Strategic Blueprint
Atlanta,
Georgia
|
$308K
|
–
|
–
|
–
|
|
|
33
|
IHT Wealth Management
Chicago,
Illinois
|
$288K
|
-$137K
|
-4,750
|
-34%
|
|
|
34
|
Hilltop Holdings
Dallas,
Texas
|
$278K
|
+$254K
|
+8,783
|
New
|
|
|
35
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$255K
|
–
|
–
|
–
|
|
|
36
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$251K
|
+$9.9K
|
+343
|
+5%
|
|
|
37
|
Meridian Wealth Management
Lexington,
Kentucky
|
$245K
|
+$2.6K
|
+90
|
+1%
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$225K
|
+$206K
|
+7,133
|
New
|
|
|
39
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$217K
|
+$198K
|
+6,861
|
New
|
|
|
40
|
Formidable Asset Management
Cincinnati,
Ohio
|
$207K
|
+$189K
|
+6,548
|
New
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$126K
|
–
|
–
|
–
|
|
|
42
|
Parallel Advisors
San Francisco,
California
|
$124K
|
+$12.9K
|
+448
|
+13%
|
|
|
43
|
NBC Securities
Birmingham,
Alabama
|
$110K
|
-$29
|
-1
|
-0%
|
|
|
44
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$56.6K
|
+$20.2K
|
+700
|
+64%
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
$40.1K
|
–
|
–
|
–
|
|
|
46
|
Private Trust Company
Cleveland,
Ohio
|
$35.4K
|
–
|
–
|
–
|
|
|
47
|
Comerica Bank
Dallas,
Texas
|
$34.2K
|
–
|
–
|
–
|
|
|
48
|
|
$31.6K
|
–
|
–
|
–
|
|
|
49
|
Highlander Capital Management
Short Hills,
New Jersey
|
$24.6K
|
-$24.9K
|
-861
|
-52%
|
|
|
50
|
Allworth Financial
Folsom,
California
|
$16.1K
|
+$231
|
+8
|
+2%
|
|
