|
26
|
Mirsky Financial Management
Rochester,
New York
|
$1.04M
|
+$1.03M
|
+10,790
|
New
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$995K
|
+$982K
|
+10,295
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$854K
|
+$840K
|
+8,798
|
+15,711%
|
|
|
29
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$595K
|
+$589K
|
+6,168
|
New
|
|
|
30
|
WealthSource Partners
San Luis Obispo,
California
|
$562K
|
-$23.1K
|
-242
|
-4%
|
|
|
31
|
Venturi Wealth Management
Austin,
Texas
|
$522K
|
-$3.25K
|
-34
|
-0.6%
|
|
|
32
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$483K
|
-$259K
|
-2,709
|
-35%
|
|
|
33
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$467K
|
+$10.4K
|
+109
|
+2%
|
|
|
34
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$456K
|
-$505K
|
-5,287
|
-53%
|
|
|
35
|
55I LLC
Boston,
Massachusetts
|
$429K
|
+$102K
|
+1,066
|
+32%
|
|
|
36
|
Patron Partners
Houston,
Texas
|
$395K
|
+$3.15K
|
+33
|
+0.8%
|
|
|
37
|
NewEdge Advisors
New Orleans,
Louisiana
|
$391K
|
+$24.9K
|
+261
|
+7%
|
|
|
38
|
Titus Wealth Management
Larskpur,
California
|
$383K
|
-$22.6K
|
-237
|
-6%
|
|
|
39
|
NWAM LLC
Mercer Island,
Washington
|
$379K
|
+$82K
|
+859
|
+28%
|
|
|
40
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$376K
|
-$49.1K
|
-515
|
-12%
|
|
|
41
|
Icon Wealth Partners
Houston,
Texas
|
$369K
|
+$365K
|
+3,824
|
New
|
|
|
42
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$364K
|
+$360K
|
+3,770
|
New
|
|
|
43
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$334K
|
–
|
–
|
–
|
|
|
44
|
Avidian Wealth Enterprises
Houston,
Texas
|
$285K
|
-$117K
|
-1,225
|
-29%
|
|
|
45
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$258K
|
-$986K
|
-10,327
|
-79%
|
|
|
46
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$216K
|
+$214K
|
+2,241
|
New
|
|
|
47
|
WealthOne
Albany,
New York
|
$213K
|
+$211K
|
+2,207
|
New
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$207K
|
+$205K
|
+2,145
|
New
|
|
|
49
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$206K
|
-$11.4K
|
-119
|
-5%
|
|
|
50
|
Prudential Financial
Newark,
New Jersey
|
$202K
|
+$199K
|
+2,090
|
New
|
|
