|
26
|
Burns Matteson Capital Management
Corning,
New York
|
$2.67M
|
+$2.57M
|
+67,312
|
New
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.53M
|
+$1.89M
|
+49,610
|
+352%
|
|
|
28
|
Simplicity Wealth
Summit,
New Jersey
|
$2.31M
|
+$2.22M
|
+58,290
|
New
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.31M
|
+$2.22M
|
+58,251
|
New
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$2.23M
|
+$1.89M
|
+49,614
|
+754%
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.85M
|
+$345K
|
+9,050
|
+24%
|
|
|
32
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.83M
|
–
|
–
|
–
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$1.72M
|
+$154K
|
+4,042
|
+10%
|
|
|
34
|
Optima Capital
Beaverton,
Oregon
|
$1.53M
|
-$1.18M
|
-31,042
|
-45%
|
|
|
35
|
World Investment Advisors
Santa Barbara,
California
|
$1.37M
|
-$286K
|
-7,496
|
-18%
|
|
|
36
|
Global Retirement Partners
San Rafael,
California
|
$1.32M
|
+$1.27M
|
+33,223
|
New
|
|
|
37
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.32M
|
+$85.6K
|
+2,243
|
+7%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$1.29M
|
+$5.22K
|
+137
|
+0.4%
|
|
|
39
|
TCFG Wealth Management
Laguna Niguel,
California
|
$1.28M
|
+$1.23M
|
+32,221
|
New
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.25M
|
+$181K
|
+4,736
|
+18%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
+$940K
|
+24,633
|
+803%
|
|
|
42
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.05M
|
-$77K
|
-2,018
|
-7%
|
|
|
43
|
HF Advisory Group
Annapolis,
Maryland
|
$1.03M
|
-$109K
|
-2,851
|
-10%
|
|
|
44
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$977K
|
-$111K
|
-2,902
|
-11%
|
|
|
45
|
Gotham Asset Management
New York
|
$913K
|
-$20.9K
|
-547
|
-2%
|
|
|
46
|
SK Wealth Management
Providence,
Rhode Island
|
$876K
|
+$834K
|
+21,860
|
New
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
$824K
|
+$16.2K
|
+424
|
+2%
|
|
|
48
|
NBC Securities
Birmingham,
Alabama
|
$812K
|
-$40K
|
-1,050
|
-5%
|
|
|
49
|
Trivium Point Advisory
Westport,
Connecticut
|
$799K
|
+$50.4K
|
+1,321
|
+7%
|
|
|
50
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$762K
|
+$238K
|
+6,230
|
+48%
|
|
