|
26
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$2.31M
|
+$42.6K
|
+2,243
|
+2%
|
|
|
27
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.05M
|
-$30.4K
|
-1,599
|
-1%
|
|
|
28
|
LMCG Investments
Boston,
Massachusetts
|
$2.01M
|
+$9.15K
|
+481
|
+0.4%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$1.94M
|
+$891K
|
+46,834
|
+78%
|
|
|
30
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.83M
|
-$29.1K
|
-1,529
|
-1%
|
|
|
31
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$1.82M
|
–
|
–
|
–
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.69M
|
+$63.2K
|
+3,323
|
+4%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$1.68M
|
+$118K
|
+6,225
|
+7%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.56M
|
-$3.26M
|
-171,237
|
-67%
|
|
|
35
|
Prospera Financial Services
Dallas,
Texas
|
$1.49M
|
+$300K
|
+15,768
|
+24%
|
|
|
36
|
Private Advisor Group
Morristown,
New Jersey
|
$1.47M
|
+$1.34M
|
+70,364
|
+635%
|
|
|
37
|
O'Rourke & Company
Boston,
Massachusetts
|
$1.44M
|
+$23.1K
|
+1,216
|
+2%
|
|
|
38
|
Stockman Wealth Management
Billings,
Montana
|
$1.43M
|
-$32K
|
-1,685
|
-2%
|
|
|
39
|
Tocqueville Asset Management
New York
|
$1.25M
|
–
|
–
|
–
|
|
|
40
|
MayTech Global Investments
New York
|
$1.17M
|
–
|
–
|
–
|
|
|
41
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$1.13M
|
+$9.7K
|
+508
|
+0.8%
|
|
|
42
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.07M
|
+$66.7K
|
+3,506
|
+6%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$1.06M
|
-$270K
|
-14,175
|
-19%
|
|
|
44
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.03M
|
-$664K
|
-34,912
|
-38%
|
|
|
45
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.03M
|
–
|
–
|
–
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$977K
|
+$437
|
+23
|
+0%
|
|
|
47
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$977K
|
+$672K
|
+35,342
|
+188%
|
|
|
48
|
Cypress Capital Group
Palm Beach,
Florida
|
$949K
|
-$60.4K
|
-3,175
|
-6%
|
|
|
49
|
Delta Capital Management
Red Bank,
New Jersey
|
$865K
|
+$103K
|
+5,420
|
+13%
|
|
|
50
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$855K
|
+$32K
|
+1,682
|
+4%
|
|
