|
26
|
Collective Family Office
York,
Pennsylvania
|
$3.66M
|
+$2.12M
|
+22,096
|
+137%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.29M
|
+$353K
|
+3,677
|
+12%
|
|
|
28
|
Citadel Advisors
Miami,
Florida
|
$2.94M
|
+$2.94M
|
+30,691
|
New
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.61M
|
+$6.52K
|
+68
|
+0.3%
|
|
|
30
|
AJ Wealth Strategies
New York
|
$2.38M
|
–
|
–
|
–
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$2.27M
|
+$1.94M
|
+20,267
|
+595%
|
|
|
32
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2.14M
|
–
|
–
|
–
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.01M
|
+$2.01M
|
+20,957
|
New
|
|
|
34
|
|
$1.77M
|
+$281K
|
+2,933
|
+19%
|
|
|
35
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.57M
|
+$1.58M
|
+16,458
|
New
|
|
|
36
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.45M
|
+$1.45M
|
+15,100
|
New
|
|
|
37
|
Rockefeller Capital Management
New York
|
$1.32M
|
+$870K
|
+9,071
|
+193%
|
|
|
38
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.29M
|
+$1.3M
|
+13,507
|
New
|
|
|
39
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.26M
|
+$1.26M
|
+13,141
|
New
|
|
|
40
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.22M
|
+$169K
|
+1,766
|
+16%
|
|
|
41
|
United Capital Financial Advisors
Irving,
Texas
|
$1.21M
|
+$166K
|
+1,730
|
+16%
|
|
|
42
|
Southern Capital Advisors
Jackson,
Tennessee
|
$1.13M
|
+$1.13M
|
+11,814
|
New
|
|
|
43
|
Wealthcare Capital Management
Richmond,
Virginia
|
$981K
|
+$64K
|
+667
|
+7%
|
|
|
44
|
Venturi Wealth Management
Austin,
Texas
|
$906K
|
+$388K
|
+4,041
|
+75%
|
|
|
45
|
Patron Partners
Houston,
Texas
|
$893K
|
+$482K
|
+5,022
|
+117%
|
|
|
46
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$802K
|
+$804K
|
+8,379
|
New
|
|
|
47
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$667K
|
-$22.4K
|
-233
|
-3%
|
|
|
48
|
Titus Wealth Management
Larskpur,
California
|
$644K
|
+$63.1K
|
+658
|
+11%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$632K
|
–
|
–
|
–
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$616K
|
+$350K
|
+3,643
|
+130%
|
|
