|
26
|
Creative Planning
Overland Park,
Kansas
|
$9.49M
|
+$9.5M
|
+287,910
|
New
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$9.37M
|
-$2.51M
|
-75,963
|
-21%
|
|
|
28
|
Karp Capital Management
Sausalito,
California
|
$8.71M
|
+$317K
|
+9,606
|
+4%
|
|
|
29
|
Merriman Wealth Management
Seattle,
Washington
|
$7.98M
|
-$382K
|
-11,574
|
-5%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.96M
|
-$2.18M
|
-66,006
|
-21%
|
|
|
31
|
Guggenheim Capital
Chicago,
Illinois
|
$7.84M
|
+$1.62M
|
+49,054
|
+26%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.76M
|
+$5.09M
|
+154,083
|
+189%
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$7.46M
|
-$3.73M
|
-112,872
|
-33%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$6.66M
|
+$766K
|
+23,204
|
+13%
|
|
|
35
|
Barclays
London,
United Kingdom
|
$6.59M
|
-$5.32M
|
-161,217
|
-45%
|
|
|
36
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.58M
|
+$165K
|
+5,007
|
+3%
|
|
|
37
|
BNP Paribas Financial Markets
Paris,
France
|
$6.51M
|
-$2.9M
|
-87,847
|
-31%
|
|
|
38
|
Kingfisher Capital
Charlotte,
North Carolina
|
$5.35M
|
+$146K
|
+4,410
|
+3%
|
|
|
39
|
Patten Group
Chattanooga,
Tennessee
|
$5.06M
|
+$91K
|
+2,756
|
+2%
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$4.99M
|
-$271K
|
-8,208
|
-5%
|
|
|
41
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$4.94M
|
+$4.95M
|
+150,000
|
New
|
|
|
42
|
Country Trust Bank
Bloomington,
Illinois
|
$4.61M
|
+$1.52M
|
+46,000
|
+49%
|
|
|
43
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$4.56M
|
-$3.04M
|
-91,975
|
-40%
|
|
|
44
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.49M
|
+$310K
|
+9,400
|
+7%
|
|
|
45
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4.17M
|
-$7.36K
|
-223
|
-0.2%
|
|
|
46
|
Treynor Bancshares
Treynor,
Iowa
|
$4.03M
|
+$4.03M
|
+122,186
|
New
|
|
|
47
|
Ascendant Capital Management
Los Angeles,
California
|
$3.96M
|
–
|
–
|
–
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.95M
|
+$115K
|
+3,471
|
+3%
|
|
|
49
|
Eagle Bluffs Wealth Management
Columbia,
Missouri
|
$3.91M
|
+$3.91M
|
+118,559
|
New
|
|
|
50
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$3.83M
|
-$11.8M
|
-357,990
|
-76%
|
|
