|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.63M
|
+$34.5K
|
+638
|
+1%
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$2.2M
|
+$31.9K
|
+590
|
+1%
|
|
|
28
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.19M
|
-$11.5K
|
-212
|
-0.5%
|
|
|
29
|
|
$2.15M
|
-$2.76M
|
-51,043
|
-56%
|
|
|
30
|
One Capital Management
Westlake Village,
California
|
$2.09M
|
-$256K
|
-4,745
|
-11%
|
|
|
31
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.97M
|
+$19.2K
|
+355
|
+1%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$1.97M
|
+$36K
|
+667
|
+2%
|
|
|
33
|
Lantern Wealth Advisors
Melville,
New York
|
$1.76M
|
-$52K
|
-963
|
-3%
|
|
|
34
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.72M
|
-$168K
|
-3,102
|
-9%
|
|
|
35
|
Hudson Portfolio Management
Garrison,
New York
|
$1.72M
|
+$88.8K
|
+1,643
|
+5%
|
|
|
36
|
Destination Wealth Management
Walnut Creek,
California
|
$1.57M
|
+$260K
|
+4,804
|
+20%
|
|
|
37
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.32M
|
+$1.31M
|
+24,289
|
New
|
|
|
38
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$1.18M
|
+$241K
|
+4,465
|
+26%
|
|
|
39
|
Summit Financial
Parsippany,
New Jersey
|
$1.17M
|
-$28.8K
|
-533
|
-2%
|
|
|
40
|
Essential Planning
Portsmouth,
New Hampshire
|
$1.13M
|
-$167K
|
-3,088
|
-13%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.08M
|
+$2.48K
|
+46
|
+0.2%
|
|
|
42
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.06M
|
+$528K
|
+9,777
|
+101%
|
|
|
43
|
Flow Traders U.S.
New York
|
$1.05M
|
-$376K
|
-6,960
|
-26%
|
|
|
44
|
Fiduciary Trust
Boston,
Massachusetts
|
$956K
|
–
|
–
|
–
|
|
|
45
|
TD Private Client Wealth
New York
|
$944K
|
+$92.8K
|
+1,718
|
+11%
|
|
|
46
|
Alesco Advisors
Pittsford,
New York
|
$905K
|
+$54
|
+1
|
+0%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$887K
|
–
|
–
|
–
|
|
|
48
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$815K
|
–
|
–
|
–
|
|
|
49
|
Advisory Services Network
Atlanta,
Georgia
|
$758K
|
+$21.7K
|
+402
|
+3%
|
|
|
50
|
Perennial Investment Advisors
Los Angeles,
California
|
$715K
|
+$713K
|
+13,189
|
New
|
|
