|
26
|
BOK Financial
Tulsa,
Oklahoma
|
$1.57M
|
–
|
–
|
–
|
|
|
27
|
Sage Capital Management
Stockton,
New Jersey
|
$1.31M
|
+$1.35M
|
+170,712
|
New
|
|
|
28
|
Park Avenue Securities
New York
|
$1.16M
|
+$158K
|
+19,980
|
+15%
|
|
|
29
|
Aristides Capital
Louisville,
Kentucky
|
$1.04M
|
-$237K
|
-30,000
|
-18%
|
|
|
30
|
Icon Advisers
Greenwood Village,
Colorado
|
$990K
|
-$345K
|
-43,700
|
-25%
|
|
|
31
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$914K
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$813K
|
+$835K
|
+105,714
|
New
|
|
|
33
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$769K
|
+$26.8K
|
+3,395
|
+4%
|
|
|
34
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$723K
|
+$284K
|
+35,891
|
+62%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$679K
|
-$23.3K
|
-2,945
|
-3%
|
|
|
36
|
Arete Wealth Advisors
Chicago,
Illinois
|
$674K
|
-$54.9K
|
-6,947
|
-7%
|
|
|
37
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$647K
|
–
|
–
|
–
|
|
|
38
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$640K
|
-$23K
|
-2,914
|
-3%
|
|
|
39
|
NWF Advisory Services
Los Angeles,
California
|
$626K
|
-$60.8K
|
-7,700
|
-9%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$544K
|
+$18.7K
|
+2,361
|
+3%
|
|
|
41
|
Samalin Investment Counsel
Chappaqua,
New York
|
$396K
|
+$146K
|
+18,512
|
+56%
|
|
|
42
|
Knightsbridge Asset Management
Newport Beach,
California
|
$389K
|
+$11.7K
|
+1,485
|
+3%
|
|
|
43
|
Independent Financial Group
San Diego,
California
|
$358K
|
+$55.5K
|
+7,025
|
+18%
|
|
|
44
|
SFI Advisors
Montclair,
New Jersey
|
$346K
|
+$148K
|
+18,706
|
+71%
|
|
|
45
|
Lynx Capital Group
Beachwood,
Ohio
|
$340K
|
+$349K
|
+44,166
|
New
|
|
|
46
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$327K
|
+$336K
|
+42,500
|
New
|
|
|
47
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$315K
|
+$79.3K
|
+10,033
|
+32%
|
|
|
48
|
Rockefeller Capital Management
New York
|
$314K
|
-$31.9K
|
-4,041
|
-9%
|
|
|
49
|
Lido Advisors
Los Angeles,
California
|
$310K
|
+$319K
|
+40,318
|
New
|
|
|
50
|
Atria Wealth Solutions
New York
|
$302K
|
+$102K
|
+12,933
|
+49%
|
|
