|
26
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$1.97M
|
-$11.8M
|
-237,386
|
-86%
|
|
|
27
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$1.92M
|
+$1.92M
|
+38,524
|
New
|
|
|
28
|
Sage Rhino Capital
Menlo Park,
California
|
$1.75M
|
+$675K
|
+13,546
|
+63%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$1.67M
|
+$943K
|
+18,926
|
+131%
|
|
|
30
|
Tiemann Investment Advisors
Menlo Park,
California
|
$1.63M
|
+$754K
|
+15,127
|
+87%
|
|
|
31
|
Stephens Inc
Little Rock,
Arkansas
|
$1.6M
|
-$1.48M
|
-29,712
|
-48%
|
|
|
32
|
Private Wealth Partners
Mill Valley,
California
|
$1.52M
|
+$142K
|
+2,850
|
+10%
|
|
|
33
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.45M
|
+$507K
|
+10,172
|
+54%
|
|
|
34
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.38M
|
-$86.6K
|
-1,738
|
-6%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.28M
|
+$628K
|
+12,607
|
+97%
|
|
|
36
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$912K
|
+18,302
|
+268%
|
|
|
37
|
Elmwood Wealth Management
Berkeley,
California
|
$1.22M
|
+$281K
|
+5,650
|
+30%
|
|
|
38
|
Shufro Rose & Co
New York
|
$1.1M
|
+$478K
|
+9,592
|
+77%
|
|
|
39
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.01M
|
+$278K
|
+5,588
|
+38%
|
|
|
40
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.01M
|
-$475K
|
-9,537
|
-32%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$820K
|
-$1.24M
|
-24,908
|
-60%
|
|
|
42
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$818K
|
–
|
–
|
–
|
|
|
43
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$813K
|
+$1.2K
|
+24
|
+0.1%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$740K
|
-$234K
|
-4,706
|
-24%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$701K
|
+$126K
|
+2,539
|
+22%
|
|
|
46
|
Synovus Financial
Columbus,
Georgia
|
$627K
|
+$3.99K
|
+80
|
+0.6%
|
|
|
47
|
Rock Point Advisors
Burlington,
Vermont
|
$608K
|
–
|
–
|
–
|
|
|
48
|
TD Capital Management
Memphis,
Tennessee
|
$552K
|
+$5.78K
|
+116
|
+1%
|
|
|
49
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$549K
|
-$249K
|
-5,000
|
-31%
|
|
|
50
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$522K
|
-$127K
|
-2,559
|
-20%
|
|
