|
1
|
Trust Point Inc
La Crosse,
Wisconsin
|
$7.58M
|
-$121K
|
-3,663
|
-2%
|
|
|
2
|
Castle Wealth Management
West Palm Beach,
Florida
|
$6.77M
|
+$5.25M
|
+158,841
|
+347%
|
|
|
3
|
Crabel Capital Management
Los Angeles,
California
|
$5.06M
|
-$8.35M
|
-252,660
|
-62%
|
|
|
4
|
|
$4.22M
|
+$2.56M
|
+77,389
|
+155%
|
|
|
5
|
|
$4.06M
|
-$432K
|
-13,056
|
-10%
|
|
|
6
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$3.6M
|
+$1.29M
|
+38,957
|
+56%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.52M
|
+$1.98M
|
+59,773
|
+128%
|
|
|
8
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$3.4M
|
+$1.62M
|
+48,932
|
+91%
|
|
|
9
|
Opes Wealth Management
Menlo Park,
California
|
$2.86M
|
+$106K
|
+3,205
|
+4%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
+$1.24M
|
+37,552
|
+109%
|
|
|
11
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$2.33M
|
+$1.54M
|
+46,721
|
+196%
|
|
|
12
|
Central Trust Company
Jefferson City,
Missouri
|
$2.22M
|
+$434K
|
+13,115
|
+24%
|
|
|
13
|
Solutions 4 Wealth
Southlake,
Texas
|
$2.02M
|
+$88.4K
|
+2,675
|
+5%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2M
|
+$504K
|
+15,250
|
+34%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.77M
|
+$1.77M
|
+53,411
|
New
|
|
|
16
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.65M
|
+$1.26M
|
+38,170
|
+323%
|
|
|
17
|
Private Capital Management (Florida)
Naples,
Florida
|
$1.61M
|
-$4.26K
|
-129
|
-0.3%
|
|
|
18
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.49M
|
+$141K
|
+4,261
|
+10%
|
|
|
19
|
Cresset Asset Management
Chicago,
Illinois
|
$1.22M
|
+$262K
|
+7,921
|
+27%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$980K
|
+$157K
|
+4,750
|
+19%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$873K
|
+$224K
|
+6,790
|
+35%
|
|
|
22
|
NewEdge Advisors
New Orleans,
Louisiana
|
$788K
|
+$787K
|
+23,805
|
New
|
|
|
23
|
|
$760K
|
-$314K
|
-9,488
|
-29%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$601K
|
-$101K
|
-3,067
|
-14%
|
|
|
25
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$524K
|
+$523K
|
+15,829
|
New
|
|
