|
26
|
Optima Capital
Beaverton,
Oregon
|
$810K
|
+$811K
|
+15,738
|
New
|
|
|
27
|
Congress Wealth Management
Boston,
Massachusetts
|
$765K
|
+$766K
|
+14,863
|
New
|
|
|
28
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$754K
|
+$54.7K
|
+1,061
|
+8%
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$732K
|
-$511K
|
-9,927
|
-41%
|
|
|
30
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$719K
|
+$720K
|
+13,966
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$647K
|
-$1.14M
|
-22,110
|
-64%
|
|
|
32
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$633K
|
+$66.7K
|
+1,295
|
+12%
|
|
|
33
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$611K
|
+$612K
|
+11,880
|
New
|
|
|
34
|
|
$593K
|
+$306K
|
+5,936
|
+106%
|
|
|
35
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$569K
|
+$570K
|
+11,060
|
New
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$544K
|
+$545K
|
+10,579
|
New
|
|
|
37
|
Cary Street Partners
Richmond,
Virginia
|
$515K
|
+$515K
|
+10,005
|
New
|
|
|
38
|
Naples Global Advisors
Naples,
Florida
|
$497K
|
+$46.1K
|
+895
|
+10%
|
|
|
39
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$392K
|
-$649K
|
-12,601
|
-62%
|
|
|
40
|
Mattson Financial Services
Kentwood,
Michigan
|
$367K
|
-$22.7K
|
-440
|
-6%
|
|
|
41
|
First Financial Group
Raleigh,
North Carolina
|
$312K
|
+$312K
|
+6,060
|
New
|
|
|
42
|
Diversified Enterprises
Wilmington,
Delaware
|
$255K
|
-$13.4M
|
-260,567
|
-98%
|
|
|
43
|
Journey Strategic Wealth
Summit,
New Jersey
|
$252K
|
-$77.3K
|
-1,500
|
-23%
|
|
|
44
|
Franklin Resources
San Mateo,
California
|
$251K
|
–
|
–
|
–
|
|
|
45
|
SK Wealth Management
Providence,
Rhode Island
|
$237K
|
+$1.13K
|
+22
|
+0.5%
|
|
|
46
|
Signal Advisors Wealth
Detroit,
Michigan
|
$220K
|
+$221K
|
+4,285
|
New
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$219K
|
–
|
–
|
–
|
|
|
48
|
NorthRock Partners
Minneapolis,
Minnesota
|
$209K
|
+$2.47K
|
+48
|
+1%
|
|
|
49
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$204K
|
–
|
–
|
–
|
|
|
50
|
Comerica Bank
Dallas,
Texas
|
$156K
|
–
|
–
|
–
|
|
