|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$231K
|
+$228K
|
+4,224
|
New
|
|
|
52
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$226K
|
+$14.5K
|
+269
|
+7%
|
|
|
53
|
World Investment Advisors
Santa Barbara,
California
|
$218K
|
-$52.3K
|
-968
|
-20%
|
|
|
54
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$215K
|
-$230K
|
-4,260
|
-52%
|
|
|
55
|
Archer Investment Management
Austin,
Texas
|
$208K
|
+$206K
|
+3,805
|
New
|
|
|
56
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$204K
|
-$3.19K
|
-59
|
-2%
|
|
|
57
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$167K
|
-$52.9K
|
-978
|
-24%
|
|
|
58
|
|
$157K
|
-$83.5K
|
-1,545
|
-35%
|
|
|
59
|
CoreCap Advisors
Southfield,
Michigan
|
$142K
|
+$14.7K
|
+271
|
+12%
|
|
|
60
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$125K
|
-$909K
|
-16,801
|
-88%
|
|
|
61
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$93K
|
-$32.9K
|
-609
|
-26%
|
|
|
62
|
Godfrey Financial Associates
Glenmont,
New York
|
$88.3K
|
+$87.4K
|
+1,616
|
New
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$86.1K
|
-$2.22K
|
-41
|
-3%
|
|
|
64
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$83K
|
-$4.54K
|
-84
|
-5%
|
|
|
65
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$77.5K
|
-$24.9K
|
-460
|
-25%
|
|
|
66
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$65.2K
|
–
|
–
|
–
|
|
|
67
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$43.6K
|
-$16.1K
|
-297
|
-27%
|
|
|
68
|
Comerica Bank
Dallas,
Texas
|
$41.4K
|
-$19.8K
|
-366
|
-33%
|
|
|
69
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$35.3K
|
+$34.9K
|
+645
|
New
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$33.3K
|
-$6.17K
|
-114
|
-16%
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$32.3K
|
-$25K
|
-462
|
-44%
|
|
|
72
|
Bessemer Group
Woodbridge,
New Jersey
|
$30K
|
+$30K
|
+554
|
New
|
|
|
73
|
Rossby Financial
Melbourne,
Florida
|
$26.2K
|
–
|
–
|
–
|
|
|
74
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$20.9K
|
+$20.7K
|
+382
|
New
|
|
|
75
|
Evolution Wealth Management
Fort Myers,
Florida
|
$20.7K
|
+$8.06K
|
+149
|
+65%
|
|
