|
26
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$341K
|
+$344K
|
+43,800
|
New
|
|
|
27
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$340K
|
-$112K
|
-14,223
|
-25%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$339K
|
-$10.2K
|
-1,297
|
-3%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$331K
|
+$81.2K
|
+10,321
|
+32%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$320K
|
-$135K
|
-17,152
|
-29%
|
|
|
31
|
Boston Family Office
Boston,
Massachusetts
|
$269K
|
–
|
–
|
–
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$260K
|
-$2.98K
|
-379
|
-1%
|
|
|
33
|
Flynn Zito Capital Management
Garden City,
New York
|
$244K
|
+$246K
|
+31,315
|
New
|
|
|
34
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$235K
|
+$237K
|
+30,139
|
New
|
|
|
35
|
&Partners
Nashville,
Tennessee
|
$227K
|
-$110K
|
-13,927
|
-32%
|
|
|
36
|
Cassady Wealth & Retirement Planning
Henderson,
Nevada
|
$187K
|
–
|
–
|
–
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$184K
|
+$162K
|
+20,633
|
+677%
|
|
|
38
|
Triton Wealth Management
Sun City,
Arizona
|
$155K
|
+$991
|
+126
|
+0.6%
|
|
|
39
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$154K
|
+$156K
|
+19,817
|
New
|
|
|
40
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$144K
|
+$503
|
+64
|
+0.3%
|
|
|
41
|
Cary Street Partners
Richmond,
Virginia
|
$138K
|
+$140K
|
+17,760
|
New
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$121K
|
+$779
|
+99
|
+0.6%
|
|
|
43
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$118K
|
–
|
–
|
–
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$115K
|
–
|
–
|
–
|
|
|
45
|
Moors & Cabot
Boston,
Massachusetts
|
$114K
|
–
|
–
|
–
|
|
|
46
|
Concurrent Investment Advisors
Tampa,
Florida
|
$111K
|
–
|
–
|
–
|
|
|
47
|
Regions Financial Corp
Birmingham,
Alabama
|
$111K
|
+$112K
|
+14,192
|
New
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$110K
|
+$275
|
+35
|
+0.2%
|
|
|
49
|
Kestra Private Wealth Services
Austin,
Texas
|
$108K
|
+$10.5K
|
+1,329
|
+11%
|
|
|
50
|
Evanson Asset Management
Carmel,
California
|
$106K
|
+$676
|
+86
|
+0.6%
|
|
