|
26
|
Shaker Financial Services
Arlington,
Virginia
|
$614K
|
+$328K
|
+32,668
|
+122%
|
|
|
27
|
Pathstone Holdings
Englewood,
New Jersey
|
$535K
|
+$518K
|
+51,663
|
New
|
|
|
28
|
Rockefeller Capital Management
New York
|
$509K
|
+$101K
|
+10,073
|
+26%
|
|
|
29
|
Shufro Rose & Co
New York
|
$508K
|
-$33.1K
|
-3,300
|
-6%
|
|
|
30
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$448K
|
–
|
–
|
–
|
|
|
31
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$392K
|
+$112K
|
+11,202
|
+40%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$365K
|
+$91.4K
|
+9,108
|
+35%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$363K
|
-$73.3K
|
-7,306
|
-17%
|
|
|
34
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$311K
|
–
|
–
|
–
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$276K
|
–
|
–
|
–
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$261K
|
–
|
–
|
–
|
|
|
37
|
Strategic Financial Concepts
San Antonio,
Texas
|
$230K
|
+$223K
|
+22,200
|
New
|
|
|
38
|
WESCAP Management Group
Glendale,
California
|
$229K
|
–
|
–
|
–
|
|
|
39
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$220K
|
+$27.8K
|
+2,771
|
+15%
|
|
|
40
|
Cetera Advisors
Denver,
Colorado
|
$201K
|
+$195K
|
+19,381
|
New
|
|
|
41
|
Oppenheimer & Co
New York
|
$182K
|
+$17.5K
|
+1,746
|
+11%
|
|
|
42
|
Apriem Advisors
Irvine,
California
|
$168K
|
–
|
–
|
–
|
|
|
43
|
Kingswood Wealth Advisors
San Diego,
California
|
$163K
|
-$58.3K
|
-5,813
|
-27%
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
$148K
|
+$8.35K
|
+832
|
+6%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$148K
|
+$18.8K
|
+1,870
|
+15%
|
|
|
46
|
Realta Investment Advisors
Wilmington,
Delaware
|
$144K
|
-$5.12K
|
-510
|
-4%
|
|
|
47
|
SeaCrest Wealth Management
Purchase,
New York
|
$143K
|
+$31.4K
|
+3,130
|
+29%
|
|
|
48
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$137K
|
-$9.73K
|
-970
|
-7%
|
|
|
49
|
RFG Advisory
Birmingham,
Alabama
|
$130K
|
+$126K
|
+12,576
|
New
|
|
|
50
|
Kestra Advisory Services
Austin,
Texas
|
$113K
|
+$331
|
+33
|
+0.3%
|
|
