|
51
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$1.05M
|
+$1.01M
|
+87,227
|
New
|
|
|
52
|
Landscape Capital Management
Englewood,
New Jersey
|
$1.05M
|
+$125K
|
+10,760
|
+14%
|
|
|
53
|
Tortoise Investment Management
White Plains,
New York
|
$1.04M
|
+$836K
|
+72,204
|
+526%
|
|
|
54
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$1.03M
|
-$540K
|
-46,694
|
-35%
|
|
|
55
|
Allspring Global Investments
Charlotte,
North Carolina
|
$995K
|
+$323K
|
+27,869
|
+51%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$954K
|
+$71.2K
|
+6,148
|
+8%
|
|
|
57
|
Palogic Value Management
Dallas,
Texas
|
$931K
|
+$892K
|
+77,057
|
New
|
|
|
58
|
Rockefeller Capital Management
New York
|
$891K
|
-$14.9K
|
-1,290
|
-2%
|
|
|
59
|
ProVise Management Group
Clearwater,
Florida
|
$864K
|
-$789K
|
-68,187
|
-49%
|
|
|
60
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$836K
|
+$801K
|
+69,200
|
New
|
|
|
61
|
Ranch Capital Advisors
Sarasota,
Florida
|
$733K
|
+$3.17K
|
+274
|
+0.5%
|
|
|
62
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$722K
|
–
|
–
|
–
|
|
|
63
|
Lake Street Private Wealth
Chicago,
Illinois
|
$710K
|
+$168K
|
+14,500
|
+33%
|
|
|
64
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$708K
|
–
|
–
|
–
|
|
|
65
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$670K
|
+$168K
|
+14,476
|
+35%
|
|
|
66
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$654K
|
+$320K
|
+27,634
|
+104%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$637K
|
+$250K
|
+21,590
|
+81%
|
|
|
68
|
Northern Trust
Chicago,
Illinois
|
$625K
|
+$15.1K
|
+1,302
|
+3%
|
|
|
69
|
First Trust Advisors
Wheaton,
Illinois
|
$614K
|
-$283K
|
-24,443
|
-32%
|
|
|
70
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$590K
|
–
|
–
|
–
|
|
|
71
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$582K
|
+$558K
|
+48,217
|
New
|
|
|
72
|
Regal Investment Advisors
Kentwood,
Michigan
|
$544K
|
-$47.4K
|
-4,095
|
-8%
|
|
|
73
|
Venture Visionary Partners
Sylvania,
Ohio
|
$510K
|
-$2.38K
|
-206
|
-0.5%
|
|
|
74
|
Stokes Family Office
New Orleans,
Louisiana
|
$487K
|
-$7.7K
|
-665
|
-2%
|
|
|
75
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$483K
|
+$15.8K
|
+1,369
|
+4%
|
|
