|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$6.81M
|
+$270K
|
+2,971
|
+4%
|
|
|
27
|
West Financial Advisors
Des Moines,
Iowa
|
$6M
|
+$5.86M
|
+64,502
|
New
|
|
|
28
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$5.96M
|
+$5.81M
|
+64,018
|
New
|
|
|
29
|
Atria Wealth Solutions
New York
|
$5.88M
|
+$138K
|
+1,522
|
+2%
|
|
|
30
|
Financial Futures
Brielle,
New Jersey
|
$5.79M
|
+$36.2K
|
+399
|
+0.6%
|
|
|
31
|
TD Private Client Wealth
New York
|
$5.48M
|
+$593K
|
+6,537
|
+12%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.89M
|
-$55.9K
|
-616
|
-1%
|
|
|
33
|
Barclays
London,
United Kingdom
|
$4.61M
|
+$4.49M
|
+49,500
|
New
|
|
|
34
|
Sage Rhino Capital
Menlo Park,
California
|
$4.48M
|
-$50.2K
|
-553
|
-1%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$4.31M
|
-$166K
|
-1,828
|
-4%
|
|
|
36
|
Renaissance Technologies
New York
|
$4.26M
|
+$492K
|
+5,419
|
+13%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$4.25M
|
-$248K
|
-2,734
|
-6%
|
|
|
38
|
Alternative Investment Advisors
Maitland,
Florida
|
$4.02M
|
-$1.09M
|
-12,037
|
-22%
|
|
|
39
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4.01M
|
+$476K
|
+5,240
|
+14%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$3.96M
|
+$92.9K
|
+1,023
|
+2%
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$3.85M
|
+$5.9K
|
+65
|
+0.2%
|
|
|
42
|
Rogco LP
Claremore,
Oklahoma
|
$3.48M
|
-$838K
|
-9,235
|
-20%
|
|
|
43
|
Huntington National Bank
Columbus,
Ohio
|
$3.39M
|
–
|
–
|
–
|
|
|
44
|
Old Mission Capital
Chicago,
Illinois
|
$3.02M
|
+$1.77M
|
+19,504
|
+151%
|
|
|
45
|
Bellecapital
Zurich,
Switzerland
|
$2.88M
|
-$2.59M
|
-28,477
|
-48%
|
|
|
46
|
Coastline Trust
Providence,
Rhode Island
|
$2.87M
|
–
|
–
|
–
|
|
|
47
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$2.87M
|
+$276K
|
+3,044
|
+11%
|
|
|
48
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$2.62M
|
+$2.72K
|
+30
|
+0.1%
|
|
|
49
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$2.61M
|
+$1.46M
|
+16,135
|
+136%
|
|
|
50
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$2.57M
|
+$14K
|
+154
|
+0.6%
|
|
