|
26
|
Shaker Financial Services
Arlington,
Virginia
|
$3.21M
|
-$1.41M
|
-98,951
|
-31%
|
|
|
27
|
Thayer Partners
Wyndmoor,
Pennsylvania
|
$2.89M
|
+$2.88M
|
+201,244
|
New
|
|
|
28
|
Advisors Asset Management
Monument,
Colorado
|
$2.83M
|
+$548K
|
+38,352
|
+24%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.72M
|
+$44.9K
|
+3,144
|
+2%
|
|
|
30
|
SharpePoint
Phoenix,
Arizona
|
$2.63M
|
+$243K
|
+17,033
|
+10%
|
|
|
31
|
Emissary Wealth LLC
Hackensack,
New Jersey
|
$2.42M
|
+$2.41M
|
+168,397
|
New
|
|
|
32
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$2.3M
|
+$362K
|
+25,293
|
+19%
|
|
|
33
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$2.2M
|
+$135K
|
+9,478
|
+7%
|
|
|
34
|
Naples Global Advisors
Naples,
Florida
|
$1.97M
|
-$159K
|
-11,150
|
-8%
|
|
|
35
|
IEQ Capital
Foster City,
California
|
$1.88M
|
-$1.8K
|
-126
|
-0.1%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$1.76M
|
+$378K
|
+26,475
|
+27%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$1.75M
|
-$399K
|
-27,900
|
-19%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.73M
|
+$84K
|
+5,876
|
+5%
|
|
|
39
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.72M
|
-$59.7K
|
-4,175
|
-3%
|
|
|
40
|
Wedbush Securities
Los Angeles,
California
|
$1.61M
|
-$12.1K
|
-845
|
-0.7%
|
|
|
41
|
Mutual Advisors
Omaha,
Nebraska
|
$1.57M
|
+$15.1K
|
+1,053
|
+1%
|
|
|
42
|
Advisory Advocates
Grand Rapids,
Michigan
|
$1.52M
|
+$1.52M
|
+106,038
|
New
|
|
|
43
|
Two Sigma Investments
New York
|
$1.52M
|
+$681K
|
+47,666
|
+82%
|
|
|
44
|
PMG Family Office
Plano,
Texas
|
$1.45M
|
-$57.2K
|
-4,002
|
-4%
|
|
|
45
|
1607 Capital Partners
Richmond,
Virginia
|
$1.35M
|
+$153K
|
+10,720
|
+13%
|
|
|
46
|
|
$1.31M
|
-$944K
|
-66,000
|
-42%
|
|
|
47
|
Cresset Asset Management
Chicago,
Illinois
|
$1.28M
|
+$25.9K
|
+1,809
|
+2%
|
|
|
48
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.27M
|
+$81.6K
|
+5,708
|
+7%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$1.21M
|
-$543K
|
-37,949
|
-31%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$1.1M
|
+$12.9K
|
+899
|
+1%
|
|
