|
101
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$1.15M
|
+$782K
|
+70,000
|
+177%
|
|
|
102
|
Moody Aldrich Partners
Marblehead,
Massachusetts
|
$1.1M
|
+$1.17M
|
+104,923
|
New
|
|
|
103
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$1.1M
|
-$20K
|
-1,793
|
-2%
|
|
|
104
|
BOK Financial
Tulsa,
Oklahoma
|
$1.01M
|
+$592
|
+53
|
+0.1%
|
|
|
105
|
Cohen Capital Management
Corte Madera,
California
|
$1M
|
–
|
–
|
–
|
|
|
106
|
HighTower Trust
Houston,
Texas
|
$970K
|
-$5.58K
|
-500
|
-0.5%
|
|
|
107
|
Rockefeller Capital Management
New York
|
$948K
|
-$424K
|
-37,941
|
-30%
|
|
|
108
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$915K
|
-$229K
|
-20,519
|
-19%
|
|
|
109
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$902K
|
+$80.2K
|
+7,184
|
+9%
|
|
|
110
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$887K
|
-$143K
|
-12,774
|
-13%
|
|
|
111
|
Osaic Holdings
Scottsdale,
Arizona
|
$869K
|
-$1.47M
|
-131,395
|
-61%
|
|
|
112
|
Tiedemann Advisors
New York
|
$863K
|
-$874K
|
-78,292
|
-49%
|
|
|
113
|
Lindbrook Capital
Calabasas,
California
|
$861K
|
-$113K
|
-10,143
|
-11%
|
|
|
114
|
Wealthspire Advisors (New York)
New York
|
$852K
|
+$167K
|
+15,000
|
+23%
|
|
|
115
|
Bridges Investment Management
Omaha,
Nebraska
|
$850K
|
-$6.14K
|
-550
|
-0.7%
|
|
|
116
|
Fortem Financial Group
Palm Desert,
California
|
$837K
|
+$238K
|
+21,333
|
+37%
|
|
|
117
|
Derbend Asset Management
Peachtree City,
Georgia
|
$824K
|
+$5.3K
|
+475
|
+0.6%
|
|
|
118
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$820K
|
+$20.7K
|
+1,854
|
+2%
|
|
|
119
|
Atria Wealth Solutions
New York
|
$813K
|
+$696K
|
+62,322
|
+415%
|
|
|
120
|
Surevest
Los Angeles,
California
|
$793K
|
–
|
–
|
–
|
|
|
121
|
Private Advisor Group
Morristown,
New Jersey
|
$784K
|
+$106K
|
+9,514
|
+15%
|
|
|
122
|
Oppenheimer Asset Management
New York
|
$760K
|
-$72.4K
|
-6,484
|
-8%
|
|
|
123
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$750K
|
+$659K
|
+59,052
|
+486%
|
|
|
124
|
Simplex Trading
Chicago,
Illinois
|
$735K
|
-$518K
|
-46,372
|
-40%
|
|
|
125
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$700K
|
+$250K
|
+22,400
|
+51%
|
|
