|
26
|
Planning Alternatives
Birmingham,
Michigan
|
$980K
|
+$293K
|
+30,000
|
+41%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$874K
|
-$12.9K
|
-1,323
|
-1%
|
|
|
28
|
Worthington Financial Partners
Worthington,
Ohio
|
$821K
|
-$205
|
-21
|
-0%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$771K
|
-$13.8K
|
-1,412
|
-2%
|
|
|
30
|
Gridiron Partners
Wexford,
Pennsylvania
|
$748K
|
-$117K
|
-12,033
|
-13%
|
|
|
31
|
Summit Trail Advisors
New York
|
$692K
|
+$711K
|
+72,805
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$647K
|
+$19.6K
|
+2,006
|
+3%
|
|
|
33
|
|
$605K
|
+$2.53K
|
+259
|
+0.4%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$598K
|
–
|
–
|
–
|
|
|
35
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$551K
|
+$64.7K
|
+6,630
|
+13%
|
|
|
36
|
|
$485K
|
-$27.3K
|
-2,800
|
-5%
|
|
|
37
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$475K
|
-$134K
|
-13,744
|
-22%
|
|
|
38
|
Burford Brothers
Dallas,
Texas
|
$463K
|
+$196K
|
+20,040
|
+70%
|
|
|
39
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$409K
|
–
|
–
|
–
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$408K
|
+$42.9K
|
+4,393
|
+11%
|
|
|
41
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$407K
|
+$234
|
+24
|
+0.1%
|
|
|
42
|
Bank of America
Charlotte,
North Carolina
|
$402K
|
+$101K
|
+10,336
|
+32%
|
|
|
43
|
Allspring Global Investments
Charlotte,
North Carolina
|
$402K
|
-$269K
|
-27,523
|
-39%
|
|
|
44
|
Pursuit Wealth Strategies
Raleigh,
North Carolina
|
$395K
|
-$16.4K
|
-1,685
|
-4%
|
|
|
45
|
Concurrent Investment Advisors
Tampa,
Florida
|
$364K
|
+$46.5K
|
+4,767
|
+14%
|
|
|
46
|
Choreo LLC
Rockford,
Illinois
|
$355K
|
-$1.96K
|
-201
|
-0.5%
|
|
|
47
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$349K
|
+$75.4K
|
+7,722
|
+27%
|
|
|
48
|
AlphaCore Capital
La Jolla,
California
|
$327K
|
+$6.38K
|
+653
|
+2%
|
|
|
49
|
Nuveen
Charlotte,
North Carolina
|
$310K
|
–
|
–
|
–
|
|
|
50
|
HUB Investment Partners
Austin,
Texas
|
$301K
|
-$348K
|
-35,607
|
-53%
|
|
