|
26
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.3M
|
+$3.31M
|
+130,898
|
New
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$3.01M
|
+$3.02M
|
+119,442
|
New
|
|
|
28
|
SG Americas Securities
New York
|
$2.52M
|
+$2.53M
|
+100,000
|
New
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$2.5M
|
-$893K
|
-35,288
|
-26%
|
|
|
30
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.45M
|
+$15.2K
|
+600
|
+0.6%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$2.4M
|
-$522K
|
-20,632
|
-18%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.4M
|
+$1.31M
|
+51,618
|
+118%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$153K
|
-6,064
|
-6%
|
|
|
34
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2.22M
|
+$2.23M
|
+88,028
|
New
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.07M
|
-$1.07M
|
-42,390
|
-34%
|
|
|
36
|
Carlson Capital Management
Northfield,
Minnesota
|
$2.06M
|
-$62.6K
|
-2,474
|
-3%
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.77M
|
-$1.09M
|
-43,052
|
-38%
|
|
|
38
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.77M
|
+$1.77M
|
+70,112
|
New
|
|
|
39
|
Rench Wealth Management
Denton,
Texas
|
$1.77M
|
-$887K
|
-35,062
|
-33%
|
|
|
40
|
Confluence Wealth Management
Portland,
Oregon
|
$1.59M
|
+$775K
|
+30,616
|
+94%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.52M
|
-$21.7K
|
-858
|
-1%
|
|
|
42
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.3M
|
+$986K
|
+38,954
|
+310%
|
|
|
43
|
Summit Asset Management
Memphis,
Tennessee
|
$1.21M
|
+$511K
|
+20,184
|
+73%
|
|
|
44
|
Capital Advantage
Walnut Creek,
California
|
$1.04M
|
-$214K
|
-8,464
|
-17%
|
|
|
45
|
Sequoia Financial Advisors
Akron,
Ohio
|
$897K
|
+$314K
|
+12,402
|
+54%
|
|
|
46
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$870K
|
-$19.5K
|
-772
|
-2%
|
|
|
47
|
Optimum Investment Advisors
Chicago,
Illinois
|
$815K
|
+$416K
|
+16,420
|
+103%
|
|
|
48
|
Cabot Wealth Management
Salem,
Massachusetts
|
$811K
|
+$46.1K
|
+1,822
|
+6%
|
|
|
49
|
LPL Financial
San Diego,
California
|
$783K
|
+$356K
|
+14,052
|
+83%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$752K
|
+$211K
|
+8,322
|
+39%
|
|
