|
26
|
Shaker Financial Services
Arlington,
Virginia
|
$919K
|
+$736K
|
+68,583
|
+194%
|
|
|
27
|
Curi RMB Capital
Chicago,
Illinois
|
$785K
|
-$524K
|
-48,867
|
-35%
|
|
|
28
|
Mirador Capital Partners
Pleasanton,
California
|
$586K
|
-$393K
|
-36,632
|
-38%
|
|
|
29
|
Prospera Financial Services
Dallas,
Texas
|
$527K
|
-$32.7K
|
-3,050
|
-5%
|
|
|
30
|
Landscape Capital Management
Englewood,
New Jersey
|
$481K
|
+$584K
|
+54,446
|
New
|
|
|
31
|
International Assets Investment Management
Orlando,
Florida
|
$404K
|
+$491K
|
+45,743
|
New
|
|
|
32
|
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
$386K
|
+$37.7K
|
+3,510
|
+9%
|
|
|
33
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$380K
|
–
|
–
|
–
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$346K
|
+$8.47K
|
+789
|
+2%
|
|
|
35
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$345K
|
+$419K
|
+39,043
|
New
|
|
|
36
|
20/20 Capital Management
Costa Mesa,
California
|
$334K
|
-$68.9K
|
-6,425
|
-16%
|
|
|
37
|
|
$331K
|
+$38.4K
|
+3,581
|
+11%
|
|
|
38
|
Capital Wealth Planning
Naples,
Florida
|
$322K
|
+$391K
|
+36,462
|
New
|
|
|
39
|
Creative Planning
Overland Park,
Kansas
|
$307K
|
+$165K
|
+15,377
|
+79%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$300K
|
-$46.3K
|
-4,314
|
-11%
|
|
|
41
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$258K
|
-$96.9K
|
-9,029
|
-24%
|
|
|
42
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$251K
|
+$1.58K
|
+147
|
+0.6%
|
|
|
43
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$213K
|
+$67.2K
|
+6,266
|
+35%
|
|
|
44
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$211K
|
–
|
–
|
–
|
|
|
45
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$189K
|
-$2.52K
|
-235
|
-1%
|
|
|
46
|
Frontier Investment Management
Dallas,
Texas
|
$187K
|
–
|
–
|
–
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$186K
|
-$36.9K
|
-3,441
|
-14%
|
|
|
48
|
Marcum Wealth
Cleveland,
Ohio
|
$186K
|
+$1.87K
|
+174
|
+0.8%
|
|
|
49
|
Oxbow Advisors
Austin,
Texas
|
$183K
|
+$18.7K
|
+1,746
|
+9%
|
|
|
50
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$177K
|
+$3.57K
|
+333
|
+2%
|
|
