|
26
|
Concurrent Investment Advisors
Tampa,
Florida
|
$329K
|
–
|
–
|
–
|
|
|
27
|
EP Wealth Advisors
Torrance,
California
|
$278K
|
+$275K
|
+6,840
|
New
|
|
|
28
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$270K
|
+$643
|
+16
|
+0.2%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$267K
|
-$1.61K
|
-40
|
-0.6%
|
|
|
30
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$235K
|
-$3.74K
|
-93
|
-2%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$216K
|
–
|
–
|
–
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$214K
|
–
|
–
|
–
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$209K
|
+$683
|
+17
|
+0.3%
|
|
|
34
|
Independent Financial Group
San Diego,
California
|
$203K
|
–
|
–
|
–
|
|
|
35
|
Rockport Wealth
Fairview Park,
Ohio
|
$203K
|
+$201K
|
+5,000
|
New
|
|
|
36
|
Evelyn Partners Investment Management (Europe)
Dublin,
|
$200K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$198K
|
+$5.87K
|
+146
|
+3%
|
|
|
38
|
Advantage Trust Company
Salina,
Kansas
|
$132K
|
+$123K
|
+3,050
|
+1,525%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$131K
|
-$26.4K
|
-657
|
-17%
|
|
|
40
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$113K
|
–
|
–
|
–
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$97.4K
|
–
|
–
|
–
|
|
|
42
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$97.4K
|
-$10.9K
|
-270
|
-10%
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$90.3K
|
–
|
–
|
–
|
|
|
44
|
NBC Securities
Birmingham,
Alabama
|
$88K
|
+$1.13K
|
+28
|
+1%
|
|
|
45
|
Barclays
London,
United Kingdom
|
$60.5K
|
+$59.9K
|
+1,491
|
New
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$58.9K
|
+$13.5K
|
+337
|
+30%
|
|
|
47
|
Brown Brothers Harriman & Co
New York
|
$38.5K
|
–
|
–
|
–
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
$34.5K
|
+$6.63K
|
+165
|
+24%
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$32.1K
|
–
|
–
|
–
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.9K
|
–
|
–
|
–
|
|
