|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$66.4M
|
-$52.5M
|
-573,337
|
-44%
|
|
|
27
|
Arete Wealth Advisors
Chicago,
Illinois
|
$52.8M
|
+$47.5M
|
+518,428
|
+889%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$50.9M
|
+$44.7M
|
+488,142
|
+729%
|
|
|
29
|
Atria Investments
Charlotte,
North Carolina
|
$49.5M
|
+$48.5M
|
+529,621
|
+5,163%
|
|
|
30
|
Alethea Capital Management
Mercer Island,
Washington
|
$49.4M
|
-$17.8M
|
-194,721
|
-27%
|
|
|
31
|
Vivaldi Capital Management
Chicago,
Illinois
|
$42.8M
|
+$42.8M
|
+467,267
|
New
|
|
|
32
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$41.3M
|
+$36.9M
|
+403,388
|
+856%
|
|
|
33
|
St. James Investment Company
Southlake,
Texas
|
$41.2M
|
-$103M
|
-1,128,478
|
-72%
|
|
|
34
|
Citadel Advisors
Miami,
Florida
|
$41.1M
|
+$37.7M
|
+412,352
|
+1,129%
|
|
|
35
|
GenWealth Group
Maplewood,
New Jersey
|
$40.4M
|
+$40.3M
|
+440,669
|
New
|
|
|
36
|
Scharf Investments
Los Gatos,
California
|
$39.5M
|
-$2.67M
|
-29,167
|
-6%
|
|
|
37
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$38.7M
|
+$35M
|
+382,002
|
+944%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$38.5M
|
+$15.7M
|
+171,510
|
+69%
|
|
|
39
|
Trek Financial
Scottsdale,
Arizona
|
$38.4M
|
+$38.3M
|
+418,641
|
New
|
|
|
40
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$38.2M
|
+$38.2M
|
+416,850
|
New
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.3M
|
+$26.8M
|
+292,614
|
+256%
|
|
|
42
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$33.9M
|
+$33.9M
|
+370,379
|
New
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.8M
|
+$6.91M
|
+75,457
|
+26%
|
|
|
44
|
Proficio Capital Partners
Newton,
Massachusetts
|
$32M
|
+$28.3M
|
+309,451
|
+2,779%
|
|
|
45
|
|
$31.4M
|
+$20.5M
|
+224,456
|
+190%
|
|
|
46
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$30.4M
|
+$26.5M
|
+289,422
|
+675%
|
|
|
47
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.9M
|
+$5.25M
|
+57,365
|
+21%
|
|
|
48
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$29.6M
|
+$28.7M
|
+313,767
|
+3,234%
|
|
|
49
|
Q3 Asset Management
Birmingham,
Michigan
|
$29.3M
|
+$29M
|
+316,802
|
+10,480%
|
|
|
50
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$29.1M
|
+$29.1M
|
+318,062
|
+676,728%
|
|
