|
26
|
Beacon Pointe Advisors
Newport Beach,
California
|
$5.74M
|
+$490K
|
+6,907
|
+10%
|
|
|
27
|
TrueWealth Advisors
Birmingham,
Alabama
|
$5.31M
|
+$224K
|
+3,161
|
+5%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$5.24M
|
+$483K
|
+6,819
|
+11%
|
|
|
29
|
Beacon Financial Group
Dallas,
Texas
|
$4.81M
|
+$382K
|
+5,391
|
+9%
|
|
|
30
|
GHP Investment Advisors
Denver,
Colorado
|
$4.75M
|
-$50.6K
|
-714
|
-1%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.52M
|
+$3.95M
|
+55,749
|
+1,162%
|
|
|
32
|
CreativeOne Wealth
Overland Park,
Kansas
|
$4.28M
|
+$1.55M
|
+21,871
|
+62%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$4.17M
|
+$1.6M
|
+22,554
|
+68%
|
|
|
34
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$3.98M
|
+$460K
|
+6,490
|
+14%
|
|
|
35
|
Bailard
Foster City,
California
|
$3.96M
|
+$1.56K
|
+22
|
+0%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$3.91M
|
-$51.5K
|
-727
|
-1%
|
|
|
37
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$3.82M
|
+$147K
|
+2,068
|
+4%
|
|
|
38
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$3.8M
|
+$3.62M
|
+51,000
|
New
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$3.56M
|
+$999K
|
+14,098
|
+42%
|
|
|
40
|
Capital Investment Advisors
Atlanta,
Georgia
|
$3.41M
|
-$94.8K
|
-1,338
|
-3%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.01M
|
+$337K
|
+4,754
|
+13%
|
|
|
42
|
Prudential Financial
Newark,
New Jersey
|
$2.8M
|
+$515K
|
+7,272
|
+24%
|
|
|
43
|
Sunbelt Securities
Houston,
Texas
|
$2.62M
|
+$200K
|
+2,827
|
+9%
|
|
|
44
|
Colonial Trust
Spartanburg,
South Carolina
|
$2.53M
|
+$2.25M
|
+31,689
|
+1,400%
|
|
|
45
|
Park Avenue Securities
New York
|
$2.5M
|
+$781K
|
+11,024
|
+49%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.5M
|
+$53.7K
|
+757
|
+2%
|
|
|
47
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$2.43M
|
–
|
–
|
–
|
|
|
48
|
Avantax Advisory Services
Dallas,
Texas
|
$2.4M
|
+$217K
|
+3,067
|
+11%
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$2.35M
|
+$17.8K
|
+251
|
+0.8%
|
|
|
50
|
Mariner
Overland Park,
Kansas
|
$2.32M
|
+$25.1K
|
+354
|
+1%
|
|
