|
51
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$8.11M
|
+$3.96M
|
+79,076
|
+96%
|
|
|
52
|
Brookstone Capital Management
Wheaton,
Illinois
|
$7.89M
|
-$3.95M
|
-78,887
|
-33%
|
|
|
53
|
KWMG LLC
Overland Park,
Kansas
|
$7.86M
|
+$95.7K
|
+1,912
|
+1%
|
|
|
54
|
Copperleaf Capital
Raleigh,
North Carolina
|
$7.67M
|
-$18.1K
|
-362
|
-0.2%
|
|
|
55
|
Smith Capital Management
Little Rock,
Arkansas
|
$7.55M
|
+$96.3K
|
+1,924
|
+1%
|
|
|
56
|
Financial Life Advisors
San Antonio,
Texas
|
$7.38M
|
+$237K
|
+4,738
|
+3%
|
|
|
57
|
Bank of New York Mellon
New York
|
$7.37M
|
+$2.02M
|
+40,346
|
+38%
|
|
|
58
|
Pinnacle Associates
New York
|
$7.35M
|
+$469K
|
+9,365
|
+7%
|
|
|
59
|
Denver PWM
Denver,
Colorado
|
$7.32M
|
+$307K
|
+6,131
|
+4%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$7.01M
|
-$631K
|
-12,594
|
-8%
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$6.94M
|
+$475K
|
+9,490
|
+7%
|
|
|
62
|
Cornerstone Management
Duluth,
Georgia
|
$6.27M
|
+$1M
|
+19,993
|
+19%
|
|
|
63
|
Spinnaker Trust
Portland,
Maine
|
$6.08M
|
+$194K
|
+3,875
|
+3%
|
|
|
64
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$5.98M
|
+$136K
|
+2,716
|
+2%
|
|
|
65
|
UBP Investment Advisors
Geneva,
Switzerland
|
$5.96M
|
-$191K
|
-3,823
|
-3%
|
|
|
66
|
ETrade Capital Management
Arlington,
Virginia
|
$5.92M
|
+$1.54M
|
+30,694
|
+35%
|
|
|
67
|
SteelPeak Wealth
Woodland Hills,
California
|
$5.87M
|
-$7.37M
|
-147,098
|
-56%
|
|
|
68
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.37M
|
+$1.9M
|
+37,997
|
+55%
|
|
|
69
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$5.32M
|
+$3.43M
|
+68,467
|
+182%
|
|
|
70
|
Oppenheimer & Co
New York
|
$5.14M
|
+$1.3M
|
+25,974
|
+34%
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.11M
|
+$257K
|
+5,135
|
+5%
|
|
|
72
|
Requisite Capital Management
Dallas,
Texas
|
$5.06M
|
-$1.53M
|
-30,547
|
-23%
|
|
|
73
|
Canal Insurance Company
Greenville,
South Carolina
|
$5.01M
|
–
|
–
|
–
|
|
|
74
|
CNA Financial
Chicago,
Illinois
|
$5.01M
|
–
|
–
|
–
|
|
|
75
|
RDA Financial Network
Akron,
Iowa
|
$4.93M
|
-$26.3K
|
-526
|
-0.5%
|
|
