|
51
|
Concurrent Investment Advisors
Tampa,
Florida
|
$313K
|
+$31.3K
|
+1,520
|
+11%
|
|
|
52
|
Redwood Investment Management
Scottsdale,
Arizona
|
$307K
|
-$8.76K
|
-425
|
-3%
|
|
|
53
|
Summit Financial
Parsippany,
New Jersey
|
$303K
|
+$6.72K
|
+326
|
+2%
|
|
|
54
|
CVFG LLC
Shelbyville,
Indiana
|
$303K
|
-$131K
|
-6,342
|
-30%
|
|
|
55
|
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
|
$298K
|
–
|
–
|
–
|
|
|
56
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$271K
|
–
|
–
|
–
|
|
|
57
|
Integrity Wealth Advisors
Ventura,
California
|
$269K
|
-$56.6K
|
-2,747
|
-17%
|
|
|
58
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$260K
|
+$2K
|
+97
|
+0.8%
|
|
|
59
|
OneAscent Financial Services
Birmingham,
Alabama
|
$243K
|
-$233K
|
-11,309
|
-49%
|
|
|
60
|
Pine Valley Investments
Marlton,
New Jersey
|
$241K
|
–
|
–
|
–
|
|
|
61
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$240K
|
–
|
–
|
–
|
|
|
62
|
Rockefeller Capital Management
New York
|
$230K
|
-$247K
|
-12,000
|
-52%
|
|
|
63
|
ORG Partners
Roanoke,
Indiana
|
$215K
|
–
|
–
|
–
|
|
|
64
|
Centaurus Financial
Anaheim,
California
|
$213K
|
-$52.3K
|
-2,538
|
-20%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$209K
|
–
|
–
|
–
|
|
|
66
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$193K
|
+$15K
|
+729
|
+8%
|
|
|
67
|
Farther Finance Advisors
San Francisco,
California
|
$126K
|
+$44.2K
|
+2,143
|
+54%
|
|
|
68
|
Private Trust Company
Cleveland,
Ohio
|
$111K
|
–
|
–
|
–
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$98.3K
|
+$98.4K
|
+4,771
|
New
|
|
|
70
|
IFP Advisors
Tampa,
Florida
|
$92K
|
-$41
|
-2
|
-0%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$58.5K
|
–
|
–
|
–
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$56K
|
+$56K
|
+2,715
|
New
|
|
|
73
|
LM Advisors
San Diego,
California
|
$44.8K
|
-$875K
|
-42,415
|
-98%
|
|
|
74
|
MAI Capital Management
Independence,
Ohio
|
$44.6K
|
–
|
–
|
–
|
|
|
75
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$36.4K
|
–
|
–
|
–
|
|
