|
26
|
Lucia Wealth Services
San Diego,
California
|
$7.13M
|
-$1.35M
|
-98,080
|
-16%
|
|
|
27
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$7.12M
|
+$135K
|
+9,775
|
+2%
|
|
|
28
|
SouthState Corp
Winter Haven,
Florida
|
$6.8M
|
+$6.19M
|
+448,867
|
+1,721%
|
|
|
29
|
Central Trust Company
Jefferson City,
Missouri
|
$6.62M
|
+$5.62M
|
+407,818
|
+745%
|
|
|
30
|
Telemus Capital
Southfield,
Michigan
|
$6.5M
|
+$185K
|
+13,416
|
+3%
|
|
|
31
|
Independent Financial Group
San Diego,
California
|
$6.02M
|
+$325K
|
+23,541
|
+6%
|
|
|
32
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$5.69M
|
+$2.52M
|
+182,765
|
+85%
|
|
|
33
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$5.69M
|
+$19.1K
|
+1,385
|
+0.3%
|
|
|
34
|
OTA Financial Group
Purchase,
New York
|
$5.63M
|
+$5.42M
|
+393,089
|
New
|
|
|
35
|
LPL Financial
San Diego,
California
|
$5.51M
|
+$191K
|
+13,848
|
+4%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
+$91.9K
|
+6,665
|
+2%
|
|
|
37
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$5.01M
|
+$4.83M
|
+350,000
|
New
|
|
|
38
|
Perritt Capital Management
Chicago,
Illinois
|
$4.83M
|
+$4.66M
|
+337,661
|
New
|
|
|
39
|
Macroview Investment Management
Bethesda,
Maryland
|
$4.76M
|
+$293K
|
+21,235
|
+7%
|
|
|
40
|
Howland Capital Management
Boston,
Massachusetts
|
$4.73M
|
+$4.56M
|
+330,840
|
New
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$4.64M
|
+$1.21M
|
+87,915
|
+37%
|
|
|
42
|
Bailard
Foster City,
California
|
$4.54M
|
–
|
–
|
–
|
|
|
43
|
Keel Point
Huntsville,
Alabama
|
$4.53M
|
+$542K
|
+39,328
|
+14%
|
|
|
44
|
Ancora Advisors
Cleveland,
Ohio
|
$3.48M
|
+$1.72M
|
+124,750
|
+105%
|
|
|
45
|
Guild Investment Management
Los Angeles,
California
|
$3.19M
|
-$222K
|
-16,100
|
-7%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.06M
|
+$320K
|
+23,225
|
+12%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.92M
|
-$303K
|
-21,990
|
-10%
|
|
|
48
|
NovaPoint Capital
Atlanta,
Georgia
|
$2.9M
|
+$723K
|
+52,429
|
+35%
|
|
|
49
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.86M
|
+$2.76M
|
+200,000
|
New
|
|
|
50
|
Bennicas & Associates
Portola Valley,
California
|
$2.84M
|
–
|
–
|
–
|
|
