|
26
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$2.26M
|
-$499K
|
-3,771
|
-19%
|
|
|
27
|
BankPlus Trust Department
Jackson,
Mississippi
|
$2.25M
|
+$2.1M
|
+15,900
|
New
|
|
|
28
|
Toth Financial Advisory
Leesburg,
Virginia
|
$1.91M
|
-$22.8K
|
-172
|
-1%
|
|
|
29
|
|
$1.75M
|
+$1.63M
|
+12,313
|
New
|
|
|
30
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.43M
|
-$989K
|
-7,467
|
-43%
|
|
|
31
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.34M
|
-$112K
|
-847
|
-8%
|
|
|
32
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1.33M
|
+$229K
|
+1,731
|
+23%
|
|
|
33
|
Westmount Partners
Los Angeles,
California
|
$1.33M
|
+$117K
|
+884
|
+10%
|
|
|
34
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.28M
|
–
|
–
|
–
|
|
|
35
|
Timonier Family Office
Winston Salem,
North Carolina
|
$1.1M
|
+$1.02M
|
+7,734
|
New
|
|
|
36
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1M
|
+$936K
|
+7,067
|
New
|
|
|
37
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$997K
|
–
|
–
|
–
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$973K
|
-$2.18M
|
-16,442
|
-71%
|
|
|
39
|
KWMG LLC
Overland Park,
Kansas
|
$970K
|
+$397
|
+3
|
+0%
|
|
|
40
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$959K
|
-$66.7K
|
-504
|
-7%
|
|
|
41
|
Founders Financial Securities
Towson,
Maryland
|
$955K
|
+$892K
|
+6,737
|
New
|
|
|
42
|
Genesee Capital Advisors
Auburn,
New York
|
$920K
|
+$859K
|
+6,487
|
New
|
|
|
43
|
Massar Capital Management
Stamford,
Connecticut
|
$906K
|
+$846K
|
+6,387
|
New
|
|
|
44
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$872K
|
-$106K
|
-803
|
-12%
|
|
|
45
|
World Investment Advisors
Santa Barbara,
California
|
$865K
|
-$36.3K
|
-274
|
-3%
|
|
|
46
|
American Financial Advisors
Marietta,
Georgia
|
$845K
|
–
|
–
|
–
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$828K
|
+$216K
|
+1,633
|
+39%
|
|
|
48
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$826K
|
+$61K
|
+461
|
+9%
|
|
|
49
|
Quantinno Capital Management
New York
|
$719K
|
+$20.7K
|
+156
|
+3%
|
|
|
50
|
SG Americas Securities
New York
|
$705K
|
+$658K
|
+4,969
|
New
|
|
