|
26
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$9.45M
|
+$9.75M
|
+328,743
|
New
|
|
|
27
|
Bison Wealth
Atlanta,
Georgia
|
$8.82M
|
–
|
–
|
–
|
|
|
28
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.23M
|
+$6.59M
|
+222,085
|
+346%
|
|
|
29
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$7.61M
|
+$7.68M
|
+258,902
|
New
|
|
|
30
|
Connable Office Inc
Kalamazoo,
Michigan
|
$7.34M
|
+$165K
|
+5,550
|
+2%
|
|
|
31
|
Liquid Strategies
Atlanta,
Georgia
|
$7.08M
|
-$401K
|
-13,538
|
-5%
|
|
|
32
|
Kensington Asset Management
Austin,
Texas
|
$7.08M
|
-$401K
|
-13,538
|
-5%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.07M
|
+$253K
|
+8,541
|
+4%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$7.03M
|
+$74.9K
|
+2,527
|
+1%
|
|
|
35
|
Impact Partnership Wealth
Marietta,
Georgia
|
$7.01M
|
+$1.46M
|
+49,213
|
+25%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.66M
|
+$534K
|
+17,993
|
+8%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.52M
|
+$2.72M
|
+91,803
|
+68%
|
|
|
38
|
Arvest Investments
Lowell,
Arkansas
|
$5.97M
|
-$267K
|
-9,019
|
-4%
|
|
|
39
|
Level Four Advisory Services
Dallas,
Texas
|
$5.75M
|
+$5.93M
|
+199,858
|
New
|
|
|
40
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5.44M
|
+$1.29M
|
+43,635
|
+30%
|
|
|
41
|
Proquility Private Wealth Partners
Las Vegas,
Nevada
|
$5.1M
|
+$1.3K
|
+44
|
+0%
|
|
|
42
|
First Trust Bank
Nassau,
Bahamas
|
$4.87M
|
-$5.03M
|
-169,500
|
-50%
|
|
|
43
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$4.69M
|
+$44.1K
|
+1,486
|
+0.9%
|
|
|
44
|
Quadrature Capital
London,
United Kingdom
|
$4.68M
|
+$4.83M
|
+162,844
|
New
|
|
|
45
|
Opes Wealth Management
Menlo Park,
California
|
$4.48M
|
+$828K
|
+27,915
|
+22%
|
|
|
46
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$4.32M
|
-$1.31M
|
-44,213
|
-23%
|
|
|
47
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$3.07M
|
+$129K
|
+4,340
|
+4%
|
|
|
48
|
3EDGE Asset Management
Naples,
Florida
|
$3.05M
|
+$603K
|
+20,337
|
+24%
|
|
|
49
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.61M
|
+$626K
|
+21,120
|
+30%
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$2.52M
|
+$123K
|
+4,144
|
+5%
|
|
