|
26
|
Creative Planning
Overland Park,
Kansas
|
$726K
|
+$7.73K
|
+493
|
+0.8%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$635K
|
–
|
–
|
–
|
|
|
28
|
|
$622K
|
+$327K
|
+20,867
|
+69%
|
|
|
29
|
Summit Securities Group
New York
|
$586K
|
+$202K
|
+12,900
|
+37%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$543K
|
+$700K
|
+44,625
|
New
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$527K
|
-$121K
|
-7,700
|
-15%
|
|
|
32
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$526K
|
+$290K
|
+18,469
|
+74%
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$515K
|
+$83.4K
|
+5,318
|
+14%
|
|
|
34
|
Cannon Advisors
Charlotte,
North Carolina
|
$481K
|
+$82.2K
|
+5,239
|
+17%
|
|
|
35
|
Independent Wealth Network
Urbandale,
Iowa
|
$471K
|
+$176K
|
+11,221
|
+41%
|
|
|
36
|
Means Investment Company
Bangor,
Maine
|
$446K
|
+$180K
|
+11,461
|
+45%
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$443K
|
+$79.5K
|
+5,068
|
+16%
|
|
|
38
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$347K
|
-$263K
|
-16,760
|
-37%
|
|
|
39
|
Bluefin Capital Management
New York
|
$336K
|
+$433K
|
+27,600
|
New
|
|
|
40
|
Edgestream Partners
Princeton,
New Jersey
|
$319K
|
+$186K
|
+11,840
|
+82%
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$310K
|
-$103K
|
-6,589
|
-21%
|
|
|
42
|
Concurrent Investment Advisors
Tampa,
Florida
|
$295K
|
+$103K
|
+6,596
|
+37%
|
|
|
43
|
Prosperity Wealth Management
San Ramon,
California
|
$291K
|
–
|
–
|
–
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$279K
|
-$199K
|
-12,701
|
-36%
|
|
|
45
|
Scotia Capital
Toronto,
Ontario, Canada
|
$272K
|
+$110K
|
+7,012
|
+46%
|
|
|
46
|
CPA Asset Management
West Palm Beach,
Florida
|
$264K
|
+$45.7K
|
+2,915
|
+16%
|
|
|
47
|
|
$263K
|
–
|
–
|
–
|
|
|
48
|
XTX Topco
George Town,
Cayman Islands
|
$261K
|
+$336K
|
+21,439
|
New
|
|
|
49
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$259K
|
-$3.14K
|
-200
|
-0.9%
|
|
|
50
|
Kings Path Partners
Sugar Land,
Texas
|
$243K
|
+$157K
|
+10,000
|
+100%
|
|
