|
26
|
DFPG Investments
Sandy,
Utah
|
$1.94M
|
+$1.94M
|
+38,573
|
New
|
|
|
27
|
Mather Group
Chicago,
Illinois
|
$1.72M
|
+$1.72M
|
+34,318
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.67M
|
+$1.67M
|
+33,332
|
New
|
|
|
29
|
BlackDiamond Wealth Management
New York
|
$1.62M
|
+$1.62M
|
+32,319
|
New
|
|
|
30
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.41M
|
+$172K
|
+3,437
|
+14%
|
|
|
31
|
Relative Value Partners Group
|
$1.35M
|
-$175K
|
-3,492
|
-11%
|
|
|
32
|
NEIRG Wealth Management
North Andover,
Massachusetts
|
$1.32M
|
+$1.32M
|
+26,264
|
New
|
|
|
33
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.28M
|
+$55.3K
|
+1,102
|
+5%
|
|
|
34
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$955K
|
+$954K
|
+19,006
|
New
|
|
|
35
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$918K
|
+$917K
|
+18,270
|
New
|
|
|
36
|
Regimen Wealth
Atlanta,
Georgia
|
$755K
|
+$754K
|
+15,024
|
New
|
|
|
37
|
Continuum Advisory
Eagle,
Idaho
|
$620K
|
+$619K
|
+12,344
|
New
|
|
|
38
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$495K
|
+$494K
|
+9,853
|
New
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$365K
|
+$365K
|
+7,264
|
New
|
|
|
40
|
WealthPLAN Partners
Omaha,
Nebraska
|
$346K
|
-$34.5K
|
-687
|
-9%
|
|
|
41
|
Matrix Trust Company
Denver,
Colorado
|
$286K
|
+$286K
|
+5,701
|
New
|
|
|
42
|
Silver Oak Securities
Jackson,
Tennessee
|
$256K
|
+$256K
|
+5,103
|
New
|
|
|
43
|
CWA Asset Management Group
Naples,
Florida
|
$236K
|
+$236K
|
+4,700
|
New
|
|
|
44
|
Astoria Portfolio Advisors
New York
|
$233K
|
+$233K
|
+4,637
|
New
|
|
|
45
|
Global Retirement Partners
San Rafael,
California
|
$184K
|
+$20.7K
|
+413
|
+13%
|
|
|
46
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$126K
|
+$25.1K
|
+500
|
+25%
|
|
|
47
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$68K
|
+$68K
|
+1,354
|
New
|
|
|
48
|
Penserra Capital Management
Orinda,
California
|
$19K
|
+$19.9K
|
+396
|
New
|
|
|
49
|
Harbour Investments
Madison,
Wisconsin
|
$1.32K
|
+$502
|
+10
|
+63%
|
|
|
50
|
Boothbay Fund Management
New York
|
–
|
-$1.74M
|
-34,500
|
Closed
|
|
