|
26
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.76M
|
+$2.75M
|
+51,305
|
New
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.58M
|
+$1.53M
|
+28,493
|
+147%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$2.33M
|
+$2.32M
|
+43,302
|
New
|
|
|
29
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.19M
|
+$114K
|
+2,121
|
+6%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$2.15M
|
-$271K
|
-5,065
|
-11%
|
|
|
31
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.94M
|
+$13.6K
|
+253
|
+0.7%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.92M
|
-$90.4K
|
-1,686
|
-5%
|
|
|
33
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.88M
|
-$4.61K
|
-86
|
-0.2%
|
|
|
34
|
Lantern Wealth Advisors
Melville,
New York
|
$1.8M
|
+$1.79M
|
+33,473
|
New
|
|
|
35
|
|
$1.78M
|
-$7.07K
|
-132
|
-0.4%
|
|
|
36
|
Hudson Portfolio Management
Garrison,
New York
|
$1.62M
|
–
|
–
|
–
|
|
|
37
|
Flow Traders U.S.
New York
|
$1.42M
|
+$1.41M
|
+26,335
|
New
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.41M
|
-$1.8M
|
-33,580
|
-56%
|
|
|
39
|
Destination Wealth Management
Walnut Creek,
California
|
$1.31M
|
+$28.5K
|
+531
|
+2%
|
|
|
40
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.29M
|
-$40.2K
|
-751
|
-3%
|
|
|
41
|
Summit Financial
Parsippany,
New Jersey
|
$1.19M
|
+$1.61K
|
+30
|
+0.1%
|
|
|
42
|
Blue Oak Capital
Menlo Park,
California
|
$1.11M
|
–
|
–
|
–
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.07M
|
+$148K
|
+2,756
|
+16%
|
|
|
44
|
Eagle Strategies
New York
|
$1.07M
|
+$59.7K
|
+1,114
|
+6%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$971K
|
-$1.69M
|
-31,513
|
-64%
|
|
|
46
|
Fiduciary Trust
Boston,
Massachusetts
|
$949K
|
–
|
–
|
–
|
|
|
47
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$934K
|
+$15.2K
|
+284
|
+2%
|
|
|
48
|
Alesco Advisors
Pittsford,
New York
|
$899K
|
–
|
–
|
–
|
|
|
49
|
Steward Partners Investment Advisory
New York
|
$881K
|
-$144K
|
-2,689
|
-14%
|
|
|
50
|
TD Private Client Wealth
New York
|
$845K
|
+$220K
|
+4,096
|
+35%
|
|
