|
26
|
UBS Group
Zurich,
Switzerland
|
$400K
|
–
|
–
|
–
|
|
|
27
|
Procyon Advisors
Shelton,
Connecticut
|
$392K
|
-$25.9K
|
-246
|
-6%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$380K
|
-$500K
|
-4,743
|
-57%
|
|
|
29
|
TSA Wealth Management
Houston,
Texas
|
$378K
|
-$10.1K
|
-96
|
-3%
|
|
|
30
|
5T Wealth
Napa,
California
|
$371K
|
-$29.3K
|
-278
|
-7%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$367K
|
-$13.5K
|
-128
|
-4%
|
|
|
32
|
Davenport & Co
Richmond,
Virginia
|
$346K
|
+$5.59K
|
+53
|
+2%
|
|
|
33
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$345K
|
-$6.83M
|
-64,746
|
-95%
|
|
|
34
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$343K
|
-$2.32K
|
-22
|
-0.7%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$341K
|
+$56.2K
|
+533
|
+20%
|
|
|
36
|
Modern Wealth Management
Lenexa,
Kansas
|
$332K
|
-$56.8K
|
-539
|
-15%
|
|
|
37
|
Kickstand Ventures
Pittsford,
New York
|
$318K
|
-$20.7K
|
-196
|
-6%
|
|
|
38
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$284K
|
-$25K
|
-237
|
-8%
|
|
|
39
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$259K
|
+$59.6K
|
+565
|
+30%
|
|
|
40
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$257K
|
–
|
–
|
–
|
|
|
41
|
Csenge Advisory Group
Clearwater,
Florida
|
$231K
|
-$211
|
-2
|
-0.1%
|
|
|
42
|
Focus Financial Network
Minneapolis,
Minnesota
|
$213K
|
+$2.63K
|
+25
|
+1%
|
|
|
43
|
First National Trust
Hermitage,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$199K
|
-$19.8K
|
-188
|
-9%
|
|
|
45
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$177K
|
-$63.2K
|
-600
|
-26%
|
|
|
46
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$163K
|
+$112K
|
+1,059
|
+214%
|
|
|
47
|
Farther Finance Advisors
San Francisco,
California
|
$109K
|
+$79.6K
|
+755
|
+262%
|
|
|
48
|
First United Bank & Trust
Oakland,
Maryland
|
$51.8K
|
+$5.27K
|
+50
|
+11%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$49.6K
|
+$31.5K
|
+299
|
+171%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$46.1K
|
-$13.5K
|
-128
|
-23%
|
|
