|
26
|
Sunpointe
St. Louis,
Missouri
|
$309K
|
+$315K
|
+5,625
|
New
|
|
|
27
|
HB Wealth Management
Atlanta,
Georgia
|
$289K
|
–
|
–
|
–
|
|
|
28
|
Naviter Wealth
Little Rock,
Arkansas
|
$289K
|
-$119K
|
-2,122
|
-29%
|
|
|
29
|
Worth Asset Management
Dallas,
Texas
|
$218K
|
+$221K
|
+3,955
|
New
|
|
|
30
|
|
$217K
|
-$13.8M
|
-246,952
|
-98%
|
|
|
31
|
Strategic Wealth Partners
Independence,
Ohio
|
$207K
|
+$211K
|
+3,767
|
+125,567%
|
|
|
32
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$172K
|
+$43.2K
|
+773
|
+33%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$150K
|
+$141K
|
+2,521
|
+1,261%
|
|
|
34
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$40K
|
+$13.3K
|
+237
|
+48%
|
|
|
35
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$22K
|
+$22.4K
|
+400
|
New
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$20.8K
|
+$1.01K
|
+18
|
+5%
|
|
|
37
|
Global Retirement Partners
San Rafael,
California
|
$15.2K
|
+$15.4K
|
+276
|
New
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4K
|
+$11.5K
|
+205
|
+360%
|
|
|
39
|
Financial Consulate
Hunt Valley,
Maryland
|
$13.8K
|
–
|
–
|
–
|
|
|
40
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$13.8K
|
+$11.2K
|
+200
|
+400%
|
|
|
41
|
Wells Fargo
San Francisco,
California
|
$6.21K
|
+$6.32K
|
+113
|
New
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$3.3K
|
+$3.36K
|
+60
|
New
|
|
|
43
|
Compass Financial Management
Tampa,
Florida
|
$2.75K
|
+$2.8K
|
+50
|
New
|
|
|
44
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.75K
|
+$2.8K
|
+50
|
New
|
|
|
45
|
Lodestone Wealth Management
Spokane,
Washington
|
$2.08K
|
+$112
|
+2
|
+6%
|
|
|
46
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.38K
|
–
|
–
|
–
|
|
|
47
|
Navis Wealth Advisors
Rye Brook,
New York
|
–
|
-$1.05M
|
-18,525
|
Closed
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$776K
|
-13,708
|
Closed
|
|
|
49
|
Brasada Capital Management
Houston,
Texas
|
–
|
-$425K
|
-7,500
|
Closed
|
|
|
50
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$29.4K
|
-520
|
Closed
|
|
