|
26
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.7M
|
–
|
–
|
–
|
|
|
27
|
World Investment Advisors
Santa Barbara,
California
|
$1.55M
|
-$12M
|
-331,145
|
-89%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$1.45M
|
+$1.42M
|
+39,406
|
New
|
|
|
29
|
Atomi Financial Group
New York
|
$1.4M
|
-$113K
|
-3,133
|
-8%
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.39M
|
+$44.1K
|
+1,219
|
+3%
|
|
|
31
|
|
$1.21M
|
-$326K
|
-9,018
|
-22%
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$1.2M
|
-$44K
|
-1,218
|
-4%
|
|
|
33
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.18M
|
-$399K
|
-11,029
|
-26%
|
|
|
34
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.14M
|
+$1.12M
|
+30,945
|
New
|
|
|
35
|
HF Advisory Group
Annapolis,
Maryland
|
$1.06M
|
+$69.6K
|
+1,927
|
+7%
|
|
|
36
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.04M
|
-$97.7K
|
-2,704
|
-9%
|
|
|
37
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$1.01M
|
-$32.3K
|
-895
|
-3%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$987K
|
-$529K
|
-14,642
|
-35%
|
|
|
39
|
Crux Wealth Advisors
Long Beach,
California
|
$940K
|
+$82.2K
|
+2,274
|
+10%
|
|
|
40
|
Gotham Asset Management
New York
|
$867K
|
+$852K
|
+23,566
|
New
|
|
|
41
|
NBC Securities
Birmingham,
Alabama
|
$792K
|
+$778K
|
+21,519
|
+89,663%
|
|
|
42
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$758K
|
+$745K
|
+20,601
|
New
|
|
|
43
|
Private Advisor Group
Morristown,
New Jersey
|
$749K
|
+$69.6K
|
+1,927
|
+10%
|
|
|
44
|
Trivium Point Advisory
Westport,
Connecticut
|
$693K
|
+$127K
|
+3,524
|
+23%
|
|
|
45
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$621K
|
+$610K
|
+16,891
|
New
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$607K
|
-$248K
|
-6,861
|
-29%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$584K
|
+$574K
|
+15,881
|
New
|
|
|
48
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$537K
|
-$39.8K
|
-1,101
|
-7%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$518K
|
+$145
|
+4
|
+0%
|
|
|
50
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$477K
|
+$469K
|
+12,977
|
New
|
|
