|
26
|
Vivaldi Capital Management
Chicago,
Illinois
|
$6.02M
|
+$529K
|
+39,155
|
+11%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$5.86M
|
+$4.73M
|
+350,206
|
+492%
|
|
|
28
|
|
$5.85M
|
-$687K
|
-50,832
|
-11%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.83M
|
+$920K
|
+68,050
|
+19%
|
|
|
30
|
Gill Capital Partners
Denver,
Colorado
|
$5.71M
|
+$107K
|
+7,919
|
+2%
|
|
|
31
|
|
$5.71M
|
–
|
–
|
–
|
|
|
32
|
LPL Financial
San Diego,
California
|
$5.7M
|
+$1.72M
|
+127,364
|
+45%
|
|
|
33
|
Congress Park Capital
Saratoga Springs,
New York
|
$5.63M
|
-$1.18M
|
-86,981
|
-18%
|
|
|
34
|
SlateStone Wealth
Jupiter,
Florida
|
$5.54M
|
+$620K
|
+45,845
|
+13%
|
|
|
35
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5.14M
|
+$445K
|
+32,903
|
+10%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55M
|
-$1.1M
|
-81,334
|
-20%
|
|
|
37
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$4.41M
|
-$705K
|
-52,141
|
-14%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$4.19M
|
+$558K
|
+41,316
|
+16%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$3.93M
|
-$1.52M
|
-112,461
|
-28%
|
|
|
40
|
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
$3.77M
|
-$1.35M
|
-100,000
|
-33%
|
|
|
41
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$3.72M
|
+$182K
|
+13,446
|
+5%
|
|
|
42
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.65M
|
+$337K
|
+24,920
|
+10%
|
|
|
43
|
6 Meridian
Wichita,
Kansas
|
$3.44M
|
+$956K
|
+70,747
|
+40%
|
|
|
44
|
Advisors Asset Management
Monument,
Colorado
|
$3.37M
|
+$3.69K
|
+273
|
+0.1%
|
|
|
45
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$3.24M
|
+$3.15M
|
+233,022
|
New
|
|
|
46
|
Capital Investment Advisors
Atlanta,
Georgia
|
$2.88M
|
-$7.2K
|
-533
|
-0.3%
|
|
|
47
|
|
$2.65M
|
+$313K
|
+23,185
|
+14%
|
|
|
48
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.61M
|
+$1.26M
|
+93,131
|
+98%
|
|
|
49
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.58M
|
+$272K
|
+20,119
|
+12%
|
|
|
50
|
Claybrook Capital
Wellesley,
Massachusetts
|
$2.56M
|
–
|
–
|
–
|
|
