|
26
|
First Foundation Advisors
Irvine,
California
|
$3.4M
|
+$2.04M
|
+159,185
|
+163%
|
|
|
27
|
IHT Wealth Management
Chicago,
Illinois
|
$3.33M
|
-$13.5K
|
-1,050
|
-0.4%
|
|
|
28
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.76M
|
+$177K
|
+13,841
|
+7%
|
|
|
29
|
Howard Wealth Management
Madison,
Connecticut
|
$2.73M
|
+$2.64M
|
+205,872
|
New
|
|
|
30
|
Shaker Financial Services
Arlington,
Virginia
|
$2.7M
|
-$1.26M
|
-98,629
|
-33%
|
|
|
31
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$2.54M
|
-$273K
|
-21,325
|
-10%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$2.47M
|
+$304K
|
+23,732
|
+15%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$2.43M
|
-$41.5K
|
-3,238
|
-2%
|
|
|
34
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$2.22M
|
-$44.7K
|
-3,485
|
-2%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$2.22M
|
+$2.14M
|
+167,273
|
New
|
|
|
36
|
Aviance Capital Partners
Naples,
Florida
|
$2.06M
|
+$285K
|
+22,253
|
+17%
|
|
|
37
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$2.01M
|
-$609K
|
-47,550
|
-24%
|
|
|
38
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.99M
|
+$113K
|
+8,802
|
+6%
|
|
|
39
|
Clough Capital Partners
Boston,
Massachusetts
|
$1.84M
|
+$1.78M
|
+139,100
|
New
|
|
|
40
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.81M
|
+$1.76M
|
+136,986
|
New
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.58M
|
-$226K
|
-17,597
|
-13%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$1.56M
|
-$318K
|
-24,776
|
-17%
|
|
|
43
|
|
$1.56M
|
-$41K
|
-3,200
|
-3%
|
|
|
44
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.21M
|
+$3.19K
|
+249
|
+0.3%
|
|
|
45
|
First Allied Advisory Services
San Diego,
California
|
$1.19M
|
+$5.51K
|
+430
|
+0.5%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.12M
|
-$346K
|
-26,982
|
-24%
|
|
|
47
|
Mariner Investment Group
Harrison,
New York
|
$1.1M
|
+$167K
|
+13,000
|
+19%
|
|
|
48
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.09M
|
+$60.7K
|
+4,733
|
+6%
|
|
|
49
|
Crow Point Partners
Boston,
Massachusetts
|
$1.07M
|
+$176K
|
+13,701
|
+20%
|
|
|
50
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$1.05M
|
–
|
–
|
–
|
|
