|
26
|
Truist Financial
Charlotte,
North Carolina
|
$2.47M
|
-$760K
|
-14,568
|
-24%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.02M
|
-$1.07M
|
-20,454
|
-35%
|
|
|
28
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.92M
|
+$1.89M
|
+36,274
|
New
|
|
|
29
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.8M
|
+$194K
|
+3,727
|
+12%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.67M
|
-$13.7K
|
-263
|
-0.8%
|
|
|
31
|
Hudson Portfolio Management
Garrison,
New York
|
$1.62M
|
+$1.6M
|
+30,753
|
New
|
|
|
32
|
|
$1.41M
|
+$113K
|
+2,170
|
+9%
|
|
|
33
|
Lantern Wealth Advisors
Melville,
New York
|
$1.41M
|
+$113K
|
+2,170
|
+9%
|
|
|
34
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.34M
|
-$43.6K
|
-836
|
-3%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$1.31M
|
-$1.09M
|
-20,824
|
-46%
|
|
|
36
|
Flow Traders U.S.
New York
|
$1.18M
|
+$1.17M
|
+22,342
|
New
|
|
|
37
|
Summit Financial
Parsippany,
New Jersey
|
$1.13M
|
+$1.12M
|
+21,440
|
New
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$1.08M
|
-$28.6K
|
-548
|
-3%
|
|
|
39
|
Fiduciary Trust
Boston,
Massachusetts
|
$932K
|
-$7.04K
|
-135
|
-0.8%
|
|
|
40
|
Destination Wealth Management
Walnut Creek,
California
|
$907K
|
+$4.64K
|
+89
|
+0.5%
|
|
|
41
|
Alesco Advisors
Pittsford,
New York
|
$883K
|
–
|
–
|
–
|
|
|
42
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$883K
|
+$87.2K
|
+1,672
|
+11%
|
|
|
43
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$793K
|
–
|
–
|
–
|
|
|
44
|
MAS Advisors
Miami,
Florida
|
$787K
|
–
|
–
|
–
|
|
|
45
|
Allworth Financial
Folsom,
California
|
$776K
|
-$105K
|
-2,011
|
-12%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$677K
|
-$912K
|
-17,482
|
-58%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$610K
|
+$2.5K
|
+48
|
+0.4%
|
|
|
48
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$593K
|
-$182K
|
-3,490
|
-24%
|
|
|
49
|
Gould Asset Management
Claremont,
California
|
$585K
|
–
|
–
|
–
|
|
|
50
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$574K
|
+$522
|
+10
|
+0.1%
|
|
