|
26
|
Beacon Pointe Advisors
Newport Beach,
California
|
$3.19M
|
-$167K
|
-3,095
|
-5%
|
|
|
27
|
TIAA-CREF Individual & Institutional Services
New York
|
$3.1M
|
-$467K
|
-8,655
|
-13%
|
|
|
28
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.8M
|
-$42.2K
|
-783
|
-1%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$2.73M
|
-$683K
|
-12,667
|
-20%
|
|
|
30
|
Lantern Wealth Advisors
Melville,
New York
|
$2.7M
|
+$384K
|
+7,128
|
+16%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.58M
|
-$733K
|
-13,587
|
-22%
|
|
|
32
|
Woodward Financial Advisors
Chapel Hill,
North Carolina
|
$2.52M
|
+$2.55M
|
+47,242
|
New
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.47M
|
+$882K
|
+16,353
|
+55%
|
|
|
34
|
Atria Investments
Charlotte,
North Carolina
|
$2.37M
|
+$2.39M
|
+44,382
|
New
|
|
|
35
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.25M
|
+$33.5K
|
+622
|
+1%
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$33.6K
|
-624
|
-1%
|
|
|
37
|
Destination Wealth Management
Walnut Creek,
California
|
$2M
|
+$864K
|
+16,027
|
+74%
|
|
|
38
|
Hudson Portfolio Management
Garrison,
New York
|
$1.77M
|
-$62K
|
-1,150
|
-3%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$1.74M
|
-$126K
|
-2,335
|
-7%
|
|
|
40
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$1.45M
|
-$39.8K
|
-738
|
-3%
|
|
|
41
|
Summit Financial
Parsippany,
New Jersey
|
$1.33M
|
+$20.4K
|
+379
|
+2%
|
|
|
42
|
Raymond James Financial
St Petersburg,
Florida
|
$1.13M
|
-$322K
|
-5,981
|
-22%
|
|
|
43
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.04M
|
–
|
–
|
–
|
|
|
44
|
Essential Planning
Portsmouth,
New Hampshire
|
$1M
|
-$51.2K
|
-949
|
-5%
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$999K
|
+$96.7K
|
+1,794
|
+11%
|
|
|
46
|
Perennial Investment Advisors
Los Angeles,
California
|
$971K
|
+$981K
|
+18,199
|
New
|
|
|
47
|
TD Private Client Wealth
New York
|
$941K
|
+$114K
|
+2,111
|
+14%
|
|
|
48
|
Advisory Services Network
Atlanta,
Georgia
|
$931K
|
+$178K
|
+3,302
|
+23%
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$904K
|
+$144K
|
+2,671
|
+19%
|
|
|
50
|
Alesco Advisors
Pittsford,
New York
|
$891K
|
–
|
–
|
–
|
|
