|
51
|
Matisse Capital
Portland,
Oregon
|
$1.3M
|
+$1.32M
|
+110,000
|
New
|
|
|
52
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.29M
|
+$27.2K
|
+2,261
|
+2%
|
|
|
53
|
Sterneck Capital Management
Kansas City,
Missouri
|
$1.28M
|
+$64.7K
|
+5,390
|
+5%
|
|
|
54
|
BOK Financial
Tulsa,
Oklahoma
|
$1.26M
|
-$455K
|
-37,888
|
-26%
|
|
|
55
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.23M
|
+$223K
|
+18,552
|
+22%
|
|
|
56
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.07M
|
+$1.09M
|
+91,163
|
New
|
|
|
57
|
Palogic Value Management
Dallas,
Texas
|
$1.05M
|
+$221K
|
+18,426
|
+26%
|
|
|
58
|
Smith, Moore & Co
Clayton,
Missouri
|
$965K
|
+$96.7K
|
+8,054
|
+11%
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$958K
|
+$206K
|
+17,147
|
+27%
|
|
|
60
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$948K
|
–
|
–
|
–
|
|
|
61
|
Caldwell Trust
Venice,
Florida
|
$947K
|
–
|
–
|
–
|
|
|
62
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$903K
|
+$329K
|
+27,398
|
+56%
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$900K
|
-$99.3K
|
-8,267
|
-10%
|
|
|
64
|
Tectonic Advisors
Frisco,
Texas
|
$884K
|
+$240K
|
+20,000
|
+36%
|
|
|
65
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$879K
|
-$51.6K
|
-4,296
|
-5%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$850K
|
+$450K
|
+37,503
|
+108%
|
|
|
67
|
Richmond Brothers
Jackson,
Michigan
|
$786K
|
-$458K
|
-38,144
|
-36%
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$725K
|
-$22.4K
|
-1,863
|
-3%
|
|
|
69
|
|
$721K
|
-$153K
|
-12,768
|
-17%
|
|
|
70
|
RFG Advisory
Birmingham,
Alabama
|
$680K
|
+$1.2K
|
+100
|
+0.2%
|
|
|
71
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$679K
|
-$111K
|
-9,262
|
-14%
|
|
|
72
|
NewEdge Advisors
New Orleans,
Louisiana
|
$650K
|
-$13.6K
|
-1,134
|
-2%
|
|
|
73
|
|
$633K
|
+$645K
|
+53,719
|
New
|
|
|
74
|
Congress Park Capital
Saratoga Springs,
New York
|
$618K
|
-$138K
|
-11,500
|
-18%
|
|
|
75
|
Ranch Capital Advisors
Sarasota,
Florida
|
$616K
|
–
|
–
|
–
|
|
