|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.33M
|
+$191K
|
+24,838
|
+9%
|
|
|
27
|
Gill Capital Partners
Denver,
Colorado
|
$2M
|
+$158K
|
+20,649
|
+8%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.85M
|
+$556K
|
+72,535
|
+42%
|
|
|
29
|
Raymond James Financial
St Petersburg,
Florida
|
$1.85M
|
-$46.9K
|
-6,117
|
-2%
|
|
|
30
|
Lido Advisors
Los Angeles,
California
|
$1.79M
|
+$17.6K
|
+2,301
|
+1%
|
|
|
31
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.77M
|
+$145K
|
+18,934
|
+9%
|
|
|
32
|
Bank of New York Mellon
New York
|
$1.74M
|
-$446K
|
-58,132
|
-20%
|
|
|
33
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.65M
|
+$38.7K
|
+5,041
|
+2%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.63M
|
+$155K
|
+20,180
|
+10%
|
|
|
35
|
Worthington Financial Partners
Worthington,
Ohio
|
$1.51M
|
-$9.3K
|
-1,213
|
-0.6%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$1.38M
|
+$70.3K
|
+9,170
|
+5%
|
|
|
37
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.26M
|
-$392K
|
-51,117
|
-23%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
+$165K
|
+21,451
|
+16%
|
|
|
39
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
40
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$1.12M
|
–
|
–
|
–
|
|
|
41
|
Summit Trail Advisors
New York
|
$1.1M
|
+$1M
|
+130,642
|
+922%
|
|
|
42
|
GeoWealth Management
Chicago,
Illinois
|
$836K
|
+$168K
|
+21,887
|
+25%
|
|
|
43
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$789K
|
-$431K
|
-56,258
|
-35%
|
|
|
44
|
Koshinski Asset Management
Decatur,
Illinois
|
$778K
|
–
|
–
|
–
|
|
|
45
|
Cypress Capital Group
Palm Beach,
Florida
|
$778K
|
+$59.8K
|
+7,800
|
+8%
|
|
|
46
|
SEI Investments
Oaks,
Pennsylvania
|
$663K
|
+$32.2K
|
+4,193
|
+5%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$650K
|
+$43.5K
|
+5,667
|
+7%
|
|
|
48
|
|
$641K
|
-$2.03M
|
-264,150
|
-76%
|
|
|
49
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$599K
|
+$108K
|
+14,109
|
+22%
|
|
|
50
|
Duncker Streett & Co
St. Louis,
Missouri
|
$566K
|
–
|
–
|
–
|
|
