|
26
|
Rockefeller Capital Management
New York
|
$2.63M
|
+$2.04M
|
+36,526
|
+380%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$2.57M
|
-$299K
|
-5,355
|
-11%
|
|
|
28
|
|
$2.55M
|
-$6.65K
|
-119
|
-0.3%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.42M
|
-$121K
|
-2,172
|
-5%
|
|
|
30
|
&Partners
Nashville,
Tennessee
|
$1.97M
|
+$56
|
+1
|
+0%
|
|
|
31
|
Dala Group
Hoffman Estates,
Illinois
|
$1.51M
|
+$1.49M
|
+26,569
|
New
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$1.47M
|
+$24.4K
|
+436
|
+2%
|
|
|
33
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.44M
|
+$370K
|
+6,612
|
+36%
|
|
|
34
|
Claris Financial
Glen Allen,
Virginia
|
$1.39M
|
-$1.36M
|
-24,367
|
-50%
|
|
|
35
|
Optima Capital
Beaverton,
Oregon
|
$1.38M
|
+$503
|
+9
|
+0%
|
|
|
36
|
|
$1.36M
|
+$1.33M
|
+23,842
|
New
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.31M
|
+$265K
|
+4,740
|
+26%
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$1.28M
|
-$66.3K
|
-1,185
|
-5%
|
|
|
39
|
Kestra Advisory Services
Austin,
Texas
|
$1.25M
|
-$174K
|
-3,105
|
-12%
|
|
|
40
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$1.25M
|
-$80.4K
|
-1,438
|
-6%
|
|
|
41
|
Howard Wealth Management
Madison,
Connecticut
|
$1.09M
|
–
|
–
|
–
|
|
|
42
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.05M
|
+$404K
|
+7,223
|
+64%
|
|
|
43
|
|
$1.05M
|
-$2.52K
|
-45
|
-0.2%
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$1.03M
|
-$37.7K
|
-674
|
-4%
|
|
|
45
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.02M
|
+$959K
|
+17,146
|
New
|
|
|
46
|
NBC Securities
Birmingham,
Alabama
|
$1.01M
|
+$356K
|
+6,373
|
+56%
|
|
|
47
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$1.01M
|
-$8.89K
|
-159
|
-0.9%
|
|
|
48
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$883K
|
+$168K
|
+3,002
|
+24%
|
|
|
49
|
Larson Financial Group
St Louis,
Missouri
|
$861K
|
-$15.7K
|
-280
|
-2%
|
|
|
50
|
|
$856K
|
–
|
–
|
–
|
|
