|
26
|
Global Retirement Partners
San Rafael,
California
|
$519K
|
+$505K
|
+7,723
|
New
|
|
|
27
|
3Chopt Investment Partners
Richmond,
Virginia
|
$453K
|
+$440K
|
+6,737
|
New
|
|
|
28
|
GeoWealth Management
Chicago,
Illinois
|
$443K
|
+$431K
|
+6,601
|
New
|
|
|
29
|
Private Trust Company
Cleveland,
Ohio
|
$419K
|
+$408K
|
+6,242
|
New
|
|
|
30
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$381K
|
+$371K
|
+5,669
|
New
|
|
|
31
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$376K
|
+$366K
|
+5,596
|
New
|
|
|
32
|
J.W. Cole Advisors
Tampa,
Florida
|
$335K
|
+$326K
|
+4,985
|
New
|
|
|
33
|
Ascent Group
Virginia Beach,
Virginia
|
$327K
|
+$319K
|
+4,874
|
New
|
|
|
34
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$302K
|
+$294K
|
+4,495
|
New
|
|
|
35
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$281K
|
+$274K
|
+4,190
|
New
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$219K
|
+$213K
|
+3,262
|
New
|
|
|
37
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$85K
|
+$82.5K
|
+1,262
|
New
|
|
|
38
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11.8K
|
+$11.4K
|
+175
|
New
|
|
|
39
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$9.2K
|
+$8.96K
|
+137
|
New
|
|
|
40
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$4.1K
|
+$3.99K
|
+61
|
New
|
|
|
41
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
–
|
-$114K
|
-1,700
|
Closed
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
–
|
-$3.71K
|
-63
|
Closed
|
|
