|
26
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.08M
|
+$167K
|
+3,151
|
+9%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$2.02M
|
-$164K
|
-3,088
|
-8%
|
|
|
28
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.96M
|
+$1.93M
|
+36,361
|
New
|
|
|
29
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.93M
|
-$14.4K
|
-272
|
-0.8%
|
|
|
30
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.89M
|
-$95.6K
|
-1,802
|
-5%
|
|
|
31
|
|
$1.8M
|
+$113K
|
+2,124
|
+7%
|
|
|
32
|
Hudson Portfolio Management
Garrison,
New York
|
$1.62M
|
-$21.2K
|
-400
|
-1%
|
|
|
33
|
|
$1.48M
|
-$178K
|
-3,356
|
-11%
|
|
|
34
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.34M
|
-$78.5M
|
-1,478,435
|
-98%
|
|
|
35
|
Destination Wealth Management
Walnut Creek,
California
|
$1.28M
|
+$261K
|
+4,923
|
+26%
|
|
|
36
|
Summit Financial
Parsippany,
New Jersey
|
$1.2M
|
+$6.79K
|
+128
|
+0.6%
|
|
|
37
|
Blue Oak Capital
Menlo Park,
California
|
$1.12M
|
+$1.1M
|
+20,675
|
New
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.05M
|
-$140K
|
-2,643
|
-12%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$1.03M
|
-$19.8K
|
-373
|
-2%
|
|
|
40
|
Eagle Strategies
New York
|
$1.02M
|
+$181K
|
+3,412
|
+22%
|
|
|
41
|
Fiduciary Trust
Boston,
Massachusetts
|
$953K
|
–
|
–
|
–
|
|
|
42
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$945K
|
+$929K
|
+17,499
|
New
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$928K
|
-$72.6K
|
-1,369
|
-7%
|
|
|
44
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$922K
|
+$113K
|
+2,129
|
+14%
|
|
|
45
|
Alesco Advisors
Pittsford,
New York
|
$903K
|
+$53
|
+1
|
+0%
|
|
|
46
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$813K
|
+$3.71K
|
+70
|
+0.5%
|
|
|
47
|
Allworth Financial
Folsom,
California
|
$768K
|
–
|
–
|
–
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$684K
|
-$637
|
-12
|
-0.1%
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$654K
|
-$18.6M
|
-350,447
|
-97%
|
|
|
50
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$631K
|
–
|
–
|
–
|
|
