|
51
|
UBS Group
Zurich,
Switzerland
|
$765K
|
+$295K
|
+4,474
|
+64%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$668K
|
+$170K
|
+2,579
|
+35%
|
|
|
53
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$632K
|
–
|
–
|
–
|
|
|
54
|
Optimum Investment Advisors
Chicago,
Illinois
|
$606K
|
+$4.22K
|
+64
|
+0.7%
|
|
|
55
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$600K
|
+$205K
|
+3,113
|
+53%
|
|
|
56
|
Cabot Wealth Management
Salem,
Massachusetts
|
$576K
|
+$108K
|
+1,641
|
+24%
|
|
|
57
|
Bank of Marin
Novato,
California
|
$571K
|
-$55.7K
|
-845
|
-9%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$552K
|
+$29.9K
|
+454
|
+6%
|
|
|
59
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$540K
|
+$144K
|
+2,187
|
+37%
|
|
|
60
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$531K
|
+$17.8K
|
+270
|
+4%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$528K
|
-$3.84M
|
-58,210
|
-88%
|
|
|
62
|
SNS Financial Group
Minneapolis,
Minnesota
|
$514K
|
+$260K
|
+3,945
|
+105%
|
|
|
63
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$508K
|
+$16.2K
|
+245
|
+3%
|
|
|
64
|
United Asset Strategies
Garden City,
New York
|
$507K
|
+$500K
|
+7,590
|
New
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$441K
|
+$435K
|
+6,597
|
New
|
|
|
66
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$397K
|
+$154K
|
+2,332
|
+65%
|
|
|
67
|
SVB Wealth
Boston,
Massachusetts
|
$397K
|
+$392K
|
+5,940
|
New
|
|
|
68
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$383K
|
+$104K
|
+1,575
|
+38%
|
|
|
69
|
|
$379K
|
–
|
–
|
–
|
|
|
70
|
Ategra Capital Management
Vienna,
Virginia
|
$357K
|
+$352K
|
+5,338
|
New
|
|
|
71
|
Duncker Streett & Co
St. Louis,
Missouri
|
$354K
|
+$349K
|
+5,300
|
New
|
|
|
72
|
Cetera Advisors
Denver,
Colorado
|
$324K
|
+$320K
|
+4,847
|
New
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$322K
|
+$317K
|
+4,815
|
New
|
|
|
74
|
Merit Financial Group
Alpharetta,
Georgia
|
$303K
|
+$299K
|
+4,532
|
New
|
|
|
75
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$296K
|
-$68.5K
|
-1,039
|
-19%
|
|
