|
26
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.04M
|
-$312K
|
-6,053
|
-9%
|
|
|
27
|
PFS Investments
Duluth,
Georgia
|
$2.65M
|
+$362K
|
+7,034
|
+15%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$2.62M
|
+$1.68M
|
+32,648
|
+168%
|
|
|
29
|
|
$2.55M
|
+$332K
|
+6,448
|
+15%
|
|
|
30
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$2.5M
|
-$6.91K
|
-134
|
-0.3%
|
|
|
31
|
Lucia Wealth Services
San Diego,
California
|
$2.43M
|
-$127K
|
-2,460
|
-5%
|
|
|
32
|
Swaine & Leidel Wealth Services
Sebring,
Florida
|
$2.38M
|
+$225K
|
+4,360
|
+10%
|
|
|
33
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$2.14M
|
+$146K
|
+2,826
|
+7%
|
|
|
34
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$1.95M
|
+$293K
|
+5,692
|
+16%
|
|
|
35
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.85M
|
-$979
|
-19
|
-0.1%
|
|
|
36
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.75M
|
–
|
–
|
–
|
|
|
37
|
Advisor Group
Phoenix,
Arizona
|
$1.68M
|
+$333K
|
+6,459
|
+24%
|
|
|
38
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.66M
|
+$1.77M
|
+34,340
|
New
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$1.65M
|
+$1.02M
|
+19,857
|
+155%
|
|
|
40
|
Almitas Capital
Santa Monica,
California
|
$1.61M
|
–
|
–
|
–
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.55M
|
+$39.4K
|
+764
|
+3%
|
|
|
42
|
Friedenthal Financial
Marlton,
New Jersey
|
$1.44M
|
+$298K
|
+5,779
|
+25%
|
|
|
43
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.43M
|
-$125K
|
-2,426
|
-8%
|
|
|
44
|
Naples Global Advisors
Naples,
Florida
|
$1.39M
|
+$75.3K
|
+1,461
|
+6%
|
|
|
45
|
Cetera Advisors
Denver,
Colorado
|
$1.32M
|
+$90.1K
|
+1,749
|
+7%
|
|
|
46
|
Kazazian Asset Management
Fort Lauderdale,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
47
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.2M
|
+$1.04M
|
+20,097
|
+523%
|
|
|
48
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
49
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.04M
|
+$216K
|
+4,187
|
+25%
|
|
|
50
|
Symphony Asset Management
San Francisco,
California
|
$1.02M
|
-$169K
|
-3,280
|
-14%
|
|
