|
26
|
InterOcean Capital Group
Nashville,
Tennessee
|
$18.2M
|
-$5.34M
|
-108,361
|
-23%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16.5M
|
+$3.53M
|
+71,631
|
+27%
|
|
|
28
|
|
$15.4M
|
-$27.8M
|
-563,706
|
-64%
|
|
|
29
|
Belpointe Asset Management
Reno,
Nevada
|
$15.4M
|
+$9.46M
|
+192,008
|
+159%
|
|
|
30
|
Matthew Hamilton Rosenberg
|
$15M
|
+$791K
|
+16,059
|
+6%
|
|
|
31
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$14.9M
|
-$2.02M
|
-40,953
|
-12%
|
|
|
32
|
Montecito Bank & Trust
Santa Barbara,
California
|
$14.1M
|
-$2.63M
|
-53,398
|
-16%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$13.7M
|
+$283K
|
+5,751
|
+2%
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$13.5M
|
-$2.31M
|
-46,919
|
-15%
|
|
|
35
|
AssetMark Inc
Concord,
California
|
$12.6M
|
-$1.31M
|
-26,536
|
-9%
|
|
|
36
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$11.1M
|
+$154K
|
+3,115
|
+1%
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$10.9M
|
-$574K
|
-11,639
|
-5%
|
|
|
38
|
|
$10.7M
|
–
|
–
|
–
|
|
|
39
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$10.5M
|
-$745K
|
-15,108
|
-7%
|
|
|
40
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$10.5M
|
+$283K
|
+5,745
|
+3%
|
|
|
41
|
KWMG LLC
Overland Park,
Kansas
|
$10.4M
|
+$212K
|
+4,312
|
+2%
|
|
|
42
|
UBP Investment Advisors
Geneva,
Switzerland
|
$9.47M
|
-$1.94M
|
-39,454
|
-17%
|
|
|
43
|
Citadel Advisors
Miami,
Florida
|
$8.92M
|
+$5.3M
|
+107,631
|
+146%
|
|
|
44
|
Sand Hill Global Advisors
Palo Alto,
California
|
$8.48M
|
+$434K
|
+8,809
|
+5%
|
|
|
45
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$8.42M
|
-$269K
|
-5,464
|
-3%
|
|
|
46
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8.29M
|
-$36.9K
|
-748
|
-0.4%
|
|
|
47
|
Shufro Rose & Co
New York
|
$8.21M
|
-$39.9M
|
-809,199
|
-83%
|
|
|
48
|
Mercer Global Advisors
Denver,
Colorado
|
$7.97M
|
-$352K
|
-7,139
|
-4%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$7.9M
|
+$1.57M
|
+31,816
|
+25%
|
|
|
50
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$7.78M
|
+$1.71M
|
+34,612
|
+28%
|
|
