|
26
|
United Asset Strategies
Garden City,
New York
|
$2.15M
|
+$15.9K
|
+729
|
+0.7%
|
|
|
27
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.89M
|
+$20K
|
+915
|
+1%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$1.62M
|
-$9.53K
|
-436
|
-0.6%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$1.61M
|
+$1.45M
|
+66,152
|
+850%
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.55M
|
+$16.6K
|
+759
|
+1%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.32M
|
-$49.6K
|
-2,268
|
-4%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.29M
|
+$146K
|
+6,700
|
+13%
|
|
|
33
|
Bollard Group
Boston,
Massachusetts
|
$1.26M
|
+$16.6K
|
+759
|
+1%
|
|
|
34
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.25M
|
+$11K
|
+503
|
+0.9%
|
|
|
35
|
Flow Traders U.S.
New York
|
$1.2M
|
+$227K
|
+10,378
|
+23%
|
|
|
36
|
Howard Financial Services
Dallas,
Texas
|
$1.07M
|
-$641K
|
-29,308
|
-37%
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$998K
|
-$47.2K
|
-2,158
|
-5%
|
|
|
38
|
|
$931K
|
+$933K
|
+42,697
|
New
|
|
|
39
|
Regions Financial Corp
Birmingham,
Alabama
|
$835K
|
+$431K
|
+19,705
|
+106%
|
|
|
40
|
Sandy Spring Bank
Olney,
Maryland
|
$758K
|
+$22.9K
|
+1,050
|
+3%
|
|
|
41
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$700K
|
-$65.6K
|
-3,000
|
-9%
|
|
|
42
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$640K
|
+$280K
|
+12,811
|
+77%
|
|
|
43
|
Summit Wealth Partners
Orlando,
Florida
|
$614K
|
-$47.6K
|
-2,178
|
-7%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$547K
|
+$25.8K
|
+1,182
|
+5%
|
|
|
45
|
WesBanco Bank
Wheeling,
West Virginia
|
$544K
|
+$36.1K
|
+1,650
|
+7%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$481K
|
+$194K
|
+8,879
|
+67%
|
|
|
47
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$420K
|
+$86.6K
|
+3,962
|
+26%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$369K
|
-$21.9K
|
-1,000
|
-6%
|
|
|
49
|
Private Portfolio Partners
Paramus,
New Jersey
|
$334K
|
+$2.62K
|
+120
|
+0.8%
|
|
|
50
|
Segment Wealth Management
Houston,
Texas
|
$322K
|
–
|
–
|
–
|
|
