|
26
|
Howard Financial Services
Dallas,
Texas
|
$2.29M
|
-$901K
|
-46,806
|
-29%
|
|
|
27
|
United Asset Strategies
Garden City,
New York
|
$1.96M
|
+$997K
|
+51,768
|
+115%
|
|
|
28
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.68M
|
+$1.59M
|
+82,627
|
New
|
|
|
29
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$1.55M
|
+$150K
|
+7,778
|
+11%
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.45M
|
-$16.9K
|
-880
|
-1%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.29M
|
+$70.1K
|
+3,641
|
+6%
|
|
|
32
|
Bollard Group
Boston,
Massachusetts
|
$1.15M
|
+$1.09M
|
+56,574
|
New
|
|
|
33
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.11M
|
+$92.4K
|
+4,798
|
+10%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
-$206K
|
-10,699
|
-17%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$1.08M
|
+$120K
|
+6,242
|
+13%
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$874K
|
+$159K
|
+8,258
|
+24%
|
|
|
37
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$711K
|
+$20.6K
|
+1,071
|
+3%
|
|
|
38
|
Sandy Spring Bank
Olney,
Maryland
|
$675K
|
+$31.7K
|
+1,648
|
+5%
|
|
|
39
|
Summit Wealth Partners
Orlando,
Florida
|
$635K
|
-$56.1K
|
-2,912
|
-9%
|
|
|
40
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$601K
|
+$20.4K
|
+1,061
|
+4%
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$586K
|
+$557K
|
+28,917
|
New
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
$557K
|
+$110K
|
+5,706
|
+26%
|
|
|
43
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$531K
|
-$4.29K
|
-223
|
-0.8%
|
|
|
44
|
Mercer Global Advisors
Denver,
Colorado
|
$374K
|
-$77.4K
|
-4,018
|
-18%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$364K
|
–
|
–
|
–
|
|
|
46
|
Regions Financial Corp
Birmingham,
Alabama
|
$359K
|
+$341K
|
+17,700
|
New
|
|
|
47
|
Private Portfolio Partners
Paramus,
New Jersey
|
$340K
|
-$46.8K
|
-2,432
|
-13%
|
|
|
48
|
WesBanco Bank
Wheeling,
West Virginia
|
$318K
|
+$302K
|
+15,695
|
New
|
|
|
49
|
Segment Wealth Management
Houston,
Texas
|
$299K
|
–
|
–
|
–
|
|
|
50
|
Next Capital Management
New York
|
$278K
|
–
|
–
|
–
|
|
