|
26
|
Atria Investments
Charlotte,
North Carolina
|
$1.13M
|
+$1.14M
|
+9,745
|
New
|
|
|
27
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.13M
|
+$1.14M
|
+9,745
|
New
|
|
|
28
|
Magnolia Capital Management
Cold Spring,
New York
|
$1.04M
|
+$256K
|
+2,200
|
+33%
|
|
|
29
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$849K
|
+$855K
|
+7,339
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$754K
|
+$9.79K
|
+84
|
+1%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$746K
|
+$21.9K
|
+188
|
+3%
|
|
|
32
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$596K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$550K
|
-$2.21K
|
-19
|
-0.4%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$517K
|
–
|
–
|
–
|
|
|
35
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$482K
|
-$39.4K
|
-338
|
-7%
|
|
|
36
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$463K
|
-$165K
|
-1,415
|
-26%
|
|
|
37
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$463K
|
–
|
–
|
–
|
|
|
38
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$428K
|
-$117
|
-1
|
-0%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$374K
|
-$1.17K
|
-10
|
-0.3%
|
|
|
40
|
Waverly Advisors
Birmingham,
Alabama
|
$364K
|
+$130K
|
+1,116
|
+55%
|
|
|
41
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
$330K
|
-$79.8K
|
-685
|
-19%
|
|
|
42
|
K2 Financial
Glendora,
California
|
$285K
|
+$10.7K
|
+92
|
+4%
|
|
|
43
|
|
$269K
|
-$286K
|
-2,455
|
-51%
|
|
|
44
|
Climber Capital
Nyon,
Switzerland
|
$243K
|
-$8.16K
|
-70
|
-3%
|
|
|
45
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$233K
|
+$234K
|
+2,012
|
New
|
|
|
46
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$231K
|
–
|
–
|
–
|
|
|
47
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$227K
|
–
|
–
|
–
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$222K
|
–
|
–
|
–
|
|
|
49
|
Allie Family Office
Miami,
Florida
|
$216K
|
–
|
–
|
–
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$205K
|
+$194K
|
+1,662
|
+1,568%
|
|
