|
26
|
Kalos Management
Alpharetta,
Georgia
|
$639K
|
–
|
–
|
–
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$626K
|
-$1.55M
|
-21,249
|
-72%
|
|
|
28
|
|
$611K
|
+$594K
|
+8,137
|
New
|
|
|
29
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$589K
|
–
|
–
|
–
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$575K
|
+$141K
|
+1,927
|
+34%
|
|
|
31
|
|
$539K
|
+$523K
|
+7,176
|
New
|
|
|
32
|
Csenge Advisory Group
Clearwater,
Florida
|
$533K
|
+$242K
|
+3,315
|
+88%
|
|
|
33
|
Friedenthal Financial
Marlton,
New Jersey
|
$530K
|
+$515K
|
+7,053
|
New
|
|
|
34
|
Community Financial Services Group
Newport,
Vermont
|
$505K
|
+$491K
|
+6,727
|
New
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$484K
|
–
|
–
|
–
|
|
|
36
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$476K
|
+$115K
|
+1,572
|
+33%
|
|
|
37
|
|
$419K
|
-$71.7K
|
-983
|
-15%
|
|
|
38
|
KB Financial Partners
Princeton,
New Jersey
|
$382K
|
-$3.28K
|
-45
|
-0.9%
|
|
|
39
|
Retirement Capital Strategies
San Jose,
California
|
$368K
|
–
|
–
|
–
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$360K
|
+$32.6K
|
+447
|
+10%
|
|
|
41
|
One Capital Management
Westlake Village,
California
|
$308K
|
–
|
–
|
–
|
|
|
42
|
Bank of New York Mellon
New York
|
$305K
|
–
|
–
|
–
|
|
|
43
|
Diversified Trust
Memphis,
Tennessee
|
$303K
|
–
|
–
|
–
|
|
|
44
|
SNS Financial Group
Minneapolis,
Minnesota
|
$302K
|
+$21.9K
|
+300
|
+8%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$257K
|
-$1.36M
|
-18,648
|
-84%
|
|
|
46
|
Wealth Alliance
Mellville,
New York
|
$254K
|
-$2.33K
|
-32
|
-0.9%
|
|
|
47
|
Firestone Capital Management
Coral Gables,
Florida
|
$210K
|
+$31.8K
|
+436
|
+18%
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$207K
|
–
|
–
|
–
|
|
|
49
|
Triumph Capital Management
Denver,
Colorado
|
$205K
|
+$195K
|
+2,679
|
New
|
|
|
50
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$166K
|
+$43.8K
|
+601
|
+37%
|
|
