|
26
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3.64M
|
+$3.64M
|
+72,490
|
New
|
|
|
27
|
|
$3.64M
|
+$3.64M
|
+72,490
|
New
|
|
|
28
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$3.55M
|
+$3.54M
|
+70,585
|
New
|
|
|
29
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.25M
|
+$975K
|
+19,429
|
+43%
|
|
|
30
|
Blume Capital Management
Berkeley,
California
|
$2.61M
|
-$2.71M
|
-54,060
|
-51%
|
|
|
31
|
FirstPurpose Wealth
Orem,
Utah
|
$2.57M
|
+$272K
|
+5,414
|
+12%
|
|
|
32
|
Knowledge Leaders Capital
Denver,
Colorado
|
$2.48M
|
-$10.5K
|
-210
|
-0.4%
|
|
|
33
|
|
$2.44M
|
-$6.67M
|
-132,964
|
-73%
|
|
|
34
|
BlackDiamond Wealth Management
New York
|
$2.22M
|
+$589K
|
+11,736
|
+36%
|
|
|
35
|
Shore Point Advisors
Brielle,
New Jersey
|
$1.84M
|
-$1.8M
|
-35,801
|
-49%
|
|
|
36
|
Mather Group
Chicago,
Illinois
|
$1.84M
|
+$110K
|
+2,189
|
+6%
|
|
|
37
|
DFPG Investments
Sandy,
Utah
|
$1.82M
|
-$114K
|
-2,271
|
-6%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.59M
|
-$83.8K
|
-1,671
|
-5%
|
|
|
39
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.34M
|
+$382K
|
+7,615
|
+40%
|
|
|
40
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1.17M
|
-$243K
|
-4,838
|
-17%
|
|
|
41
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.15M
|
-$127K
|
-2,524
|
-10%
|
|
|
42
|
Connectus Wealth
Cincinnati,
Ohio
|
$1.12M
|
+$1.11M
|
+22,189
|
New
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$980K
|
+$614K
|
+12,235
|
+168%
|
|
|
44
|
WT Wealth Management
Scottsdale,
Arizona
|
$945K
|
+$943K
|
+18,796
|
New
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$898K
|
+$897K
|
+17,871
|
New
|
|
|
46
|
Wealth Management Solutions
Exton,
Pennsylvania
|
$895K
|
-$23K
|
-459
|
-3%
|
|
|
47
|
Astoria Portfolio Advisors
New York
|
$853K
|
+$619K
|
+12,326
|
+266%
|
|
|
48
|
Tuttle Capital Management
Riverside,
Connecticut
|
$804K
|
+$803K
|
+16,000
|
New
|
|
|
49
|
Regimen Wealth
Atlanta,
Georgia
|
$755K
|
–
|
–
|
–
|
|
|
50
|
Continuum Advisory
Eagle,
Idaho
|
$621K
|
–
|
–
|
–
|
|
