|
26
|
UBS Group
Zurich,
Switzerland
|
$2.6M
|
-$1.25M
|
-23,845
|
-32%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$2.42M
|
-$233K
|
-4,433
|
-9%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$2.12M
|
-$331K
|
-6,312
|
-13%
|
|
|
29
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.92M
|
-$2.4M
|
-45,727
|
-55%
|
|
|
30
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.88M
|
-$12.7K
|
-242
|
-0.7%
|
|
|
31
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.85M
|
+$65.4K
|
+1,247
|
+4%
|
|
|
32
|
|
$1.63M
|
+$235K
|
+4,484
|
+17%
|
|
|
33
|
Lantern Wealth Advisors
Melville,
New York
|
$1.63M
|
+$235K
|
+4,484
|
+17%
|
|
|
34
|
|
$1.61M
|
-$1.06M
|
-20,123
|
-39%
|
|
|
35
|
Hudson Portfolio Management
Garrison,
New York
|
$1.59M
|
-$16.3K
|
-310
|
-1%
|
|
|
36
|
Summit Financial
Parsippany,
New Jersey
|
$1.15M
|
+$31.8K
|
+605
|
+3%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.15M
|
-$506K
|
-9,635
|
-30%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$1.02M
|
-$51K
|
-972
|
-5%
|
|
|
39
|
Destination Wealth Management
Walnut Creek,
California
|
$983K
|
+$85.5K
|
+1,630
|
+9%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$970K
|
-$1.03M
|
-19,686
|
-51%
|
|
|
41
|
Fiduciary Trust
Boston,
Massachusetts
|
$922K
|
–
|
–
|
–
|
|
|
42
|
Alesco Advisors
Pittsford,
New York
|
$874K
|
–
|
–
|
–
|
|
|
43
|
Eagle Strategies
New York
|
$804K
|
+$807K
|
+15,381
|
New
|
|
|
44
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$784K
|
-$1.57K
|
-30
|
-0.2%
|
|
|
45
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$781K
|
-$92.8K
|
-1,769
|
-11%
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$749K
|
-$23.4K
|
-445
|
-3%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$663K
|
-$7.5K
|
-143
|
-1%
|
|
|
48
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$611K
|
+$42.2K
|
+805
|
+7%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$606K
|
+$1.94K
|
+37
|
+0.3%
|
|
|
50
|
Gould Asset Management
Claremont,
California
|
$579K
|
–
|
–
|
–
|
|
