|
26
|
Old Mission Capital
Chicago,
Illinois
|
$2.32M
|
-$3.38M
|
-72,777
|
-60%
|
|
|
27
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$2.21M
|
–
|
–
|
–
|
|
|
28
|
Ocean Park Asset Management
Santa Monica,
California
|
$2.15M
|
–
|
–
|
–
|
|
|
29
|
Menard Financial Group
Houston,
Texas
|
$2.1M
|
-$44.6K
|
-960
|
-2%
|
|
|
30
|
Neuberger Berman Group
New York
|
$2.05M
|
–
|
–
|
–
|
|
|
31
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.96M
|
+$581K
|
+12,493
|
+43%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.95M
|
-$91.2K
|
-1,962
|
-5%
|
|
|
33
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.79M
|
-$104K
|
-2,237
|
-6%
|
|
|
34
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.65M
|
-$40.6K
|
-873
|
-2%
|
|
|
35
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.48M
|
+$25.6K
|
+550
|
+2%
|
|
|
36
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$1.4M
|
-$118K
|
-2,540
|
-8%
|
|
|
37
|
Renaissance Technologies
New York
|
$1.25M
|
+$1.23M
|
+26,400
|
New
|
|
|
38
|
Lido Advisors
Los Angeles,
California
|
$1.17M
|
+$33.3K
|
+717
|
+3%
|
|
|
39
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.13M
|
-$239K
|
-5,132
|
-18%
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.06M
|
+$290K
|
+6,234
|
+39%
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$958K
|
+$20.7K
|
+446
|
+2%
|
|
|
42
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$936K
|
+$186K
|
+4,006
|
+25%
|
|
|
43
|
Graypoint LLC
Albany,
New York
|
$884K
|
+$327K
|
+7,032
|
+60%
|
|
|
44
|
Lockerman Financial Group
Newport Beach,
California
|
$791K
|
+$26.5K
|
+570
|
+4%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$771K
|
-$33.7K
|
-725
|
-4%
|
|
|
46
|
Wayfinding Financial
Lynnwood,
Washington
|
$736K
|
+$90.5K
|
+1,946
|
+14%
|
|
|
47
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$616K
|
-$915K
|
-19,687
|
-60%
|
|
|
48
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$595K
|
-$574K
|
-12,352
|
-50%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$547K
|
+$537K
|
+11,549
|
New
|
|
|
50
|
GeoWealth Management
Chicago,
Illinois
|
$532K
|
-$18.7K
|
-402
|
-3%
|
|
