|
26
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.58M
|
-$59.2K
|
-2,893
|
-2%
|
|
|
27
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.36M
|
+$231K
|
+11,298
|
+11%
|
|
|
28
|
International Assets Investment Management
Orlando,
Florida
|
$2.3M
|
+$1.76M
|
+85,868
|
New
|
|
|
29
|
LMCG Investments
Boston,
Massachusetts
|
$2.27M
|
+$2.27M
|
+110,615
|
New
|
|
|
30
|
Plimoth Trust
Plymouth,
Massachusetts
|
$2.1M
|
-$372K
|
-18,155
|
-15%
|
|
|
31
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.88M
|
+$857K
|
+41,874
|
+84%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.85M
|
-$619K
|
-30,227
|
-25%
|
|
|
33
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$1.82M
|
+$1.81M
|
+88,562
|
New
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$1.78M
|
+$1.68M
|
+82,228
|
+1,944%
|
|
|
35
|
Stockman Wealth Management
Billings,
Montana
|
$1.66M
|
-$33.5K
|
-1,635
|
-2%
|
|
|
36
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.61M
|
+$1.6M
|
+78,181
|
New
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$1.5M
|
-$1.22M
|
-59,506
|
-45%
|
|
|
38
|
Atria Investments
Charlotte,
North Carolina
|
$1.46M
|
+$1.46M
|
+71,244
|
New
|
|
|
39
|
Tocqueville Asset Management
New York
|
$1.42M
|
+$1.42M
|
+69,300
|
New
|
|
|
40
|
Prospera Financial Services
Dallas,
Texas
|
$1.37M
|
+$132K
|
+6,467
|
+11%
|
|
|
41
|
MayTech Global Investments
New York
|
$1.33M
|
–
|
–
|
–
|
|
|
42
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.27M
|
+$213K
|
+10,393
|
+20%
|
|
|
43
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.26M
|
+$1.26M
|
+61,341
|
New
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$1.24M
|
-$383K
|
-18,714
|
-24%
|
|
|
45
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.17M
|
-$1.26M
|
-61,604
|
-52%
|
|
|
46
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.14M
|
+$215K
|
+10,493
|
+23%
|
|
|
47
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.14M
|
+$1.13M
|
+55,362
|
New
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$1.11M
|
-$4.34K
|
-212
|
-0.4%
|
|
|
49
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$989K
|
+$228K
|
+11,153
|
+30%
|
|
|
50
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$935K
|
-$8.19K
|
-400
|
-0.9%
|
|
