|
51
|
Bank of America
Charlotte,
North Carolina
|
$338K
|
+$45K
|
+4,878
|
+15%
|
|
|
52
|
|
$304K
|
+$28.4K
|
+3,078
|
+10%
|
|
|
53
|
Nuveen
Charlotte,
North Carolina
|
$299K
|
–
|
–
|
–
|
|
|
54
|
|
$298K
|
–
|
–
|
–
|
|
|
55
|
AlphaCore Capital
La Jolla,
California
|
$297K
|
+$6.01K
|
+652
|
+2%
|
|
|
56
|
Brown Advisory
Baltimore,
Maryland
|
$295K
|
+$61.5K
|
+6,676
|
+26%
|
|
|
57
|
Burford Brothers
Dallas,
Texas
|
$263K
|
+$264K
|
+28,650
|
New
|
|
|
58
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$262K
|
–
|
–
|
–
|
|
|
59
|
Ackerman Capital Advisors
Dallas,
Texas
|
$256K
|
+$163K
|
+17,706
|
+173%
|
|
|
60
|
Insight Wealth Strategies
San Ramon,
California
|
$244K
|
+$4.9K
|
+532
|
+2%
|
|
|
61
|
Riverbridge Partners
Minneapolis,
Minnesota
|
$241K
|
+$12.2K
|
+1,323
|
+5%
|
|
|
62
|
Concurrent Investment Advisors
Tampa,
Florida
|
$230K
|
-$135K
|
-14,635
|
-37%
|
|
|
63
|
Choreo LLC
Rockford,
Illinois
|
$192K
|
+$65.7K
|
+7,131
|
+52%
|
|
|
64
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$182K
|
–
|
–
|
–
|
|
|
65
|
Formidable Asset Management
Cincinnati,
Ohio
|
$179K
|
–
|
–
|
–
|
|
|
66
|
Shufro Rose & Co
New York
|
$176K
|
–
|
–
|
–
|
|
|
67
|
Kestra Private Wealth Services
Austin,
Texas
|
$159K
|
+$940
|
+102
|
+0.6%
|
|
|
68
|
Capital Investment Advisors
Atlanta,
Georgia
|
$155K
|
–
|
–
|
–
|
|
|
69
|
Kercheville Advisors
San Antonio,
Texas
|
$147K
|
+$9.22K
|
+1,000
|
+7%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$147K
|
+$148K
|
+16,013
|
New
|
|
|
71
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$138K
|
–
|
–
|
–
|
|
|
72
|
Cresset Asset Management
Chicago,
Illinois
|
$132K
|
+$9
|
+1
|
+0%
|
|
|
73
|
Summit Trail Advisors
New York
|
$122K
|
+$5.1K
|
+553
|
+4%
|
|
|
74
|
|
$119K
|
–
|
–
|
–
|
|
|
75
|
Encompass More Asset Management
Danville,
California
|
$116K
|
-$2.83K
|
-307
|
-2%
|
|
