|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.46M
|
-$4.79M
|
-152,036
|
-48%
|
|
|
52
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.37M
|
–
|
–
|
–
|
|
|
53
|
Bank of America
Charlotte,
North Carolina
|
$5.27M
|
+$5.04M
|
+159,931
|
New
|
|
|
54
|
Per Stirling Capital Management
Austin,
Texas
|
$5.17M
|
-$130K
|
-4,127
|
-3%
|
|
|
55
|
Harbour Investments
Madison,
Wisconsin
|
$5.12M
|
+$834K
|
+26,499
|
+21%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$4.91M
|
+$792K
|
+25,141
|
+20%
|
|
|
57
|
Davenport & Co
Richmond,
Virginia
|
$4.82M
|
+$3.47M
|
+110,325
|
+307%
|
|
|
58
|
Aprio Wealth Management
Atlanta,
Georgia
|
$4.74M
|
+$2.77M
|
+87,883
|
+158%
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$4.72M
|
+$1.09M
|
+34,535
|
+32%
|
|
|
60
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$4.69M
|
+$378K
|
+12,016
|
+9%
|
|
|
61
|
Laurel Wealth Planning
Edina,
Minnesota
|
$4.65M
|
+$601K
|
+19,093
|
+16%
|
|
|
62
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$4.61M
|
+$756
|
+24
|
+0%
|
|
|
63
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.59M
|
+$695K
|
+22,078
|
+19%
|
|
|
64
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.54M
|
+$616K
|
+19,562
|
+17%
|
|
|
65
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4.41M
|
+$388K
|
+12,322
|
+10%
|
|
|
66
|
BNB Wealth Management
Silver Spring,
Maryland
|
$4.31M
|
-$80.8K
|
-2,566
|
-2%
|
|
|
67
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$4.29M
|
+$1.16M
|
+36,834
|
+39%
|
|
|
68
|
NavPoint Financial
Prior Lake,
Minnesota
|
$4.19M
|
+$771K
|
+24,492
|
+24%
|
|
|
69
|
Principal Securities
Des Moines,
Iowa
|
$4.15M
|
+$716K
|
+22,731
|
+22%
|
|
|
70
|
Tradition Wealth Management
Edina,
Minnesota
|
$4.11M
|
-$1.39K
|
-44
|
-0%
|
|
|
71
|
Mutual Advisors
Omaha,
Nebraska
|
$3.68M
|
+$1.38M
|
+43,889
|
+65%
|
|
|
72
|
HighTower Advisors
Chicago,
Illinois
|
$3.33M
|
+$515K
|
+16,342
|
+19%
|
|
|
73
|
Boyer Financial Services
Newport Beach,
California
|
$3.21M
|
+$686K
|
+21,792
|
+29%
|
|
|
74
|
Atria Investments
Charlotte,
North Carolina
|
$3.03M
|
+$1.35M
|
+42,806
|
+87%
|
|
|
75
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$3.03M
|
-$560K
|
-17,774
|
-16%
|
|
