|
126
|
Sage Rhino Capital
Menlo Park,
California
|
$479K
|
–
|
–
|
–
|
|
|
127
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$478K
|
–
|
–
|
–
|
|
|
128
|
|
$478K
|
+$445K
|
+12,190
|
+1,505%
|
|
|
129
|
Lido Advisors
Los Angeles,
California
|
$474K
|
–
|
–
|
–
|
|
|
130
|
January Capital Advisors
San Francisco,
California
|
$473K
|
-$1.14M
|
-31,310
|
-66%
|
|
|
131
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$471K
|
–
|
–
|
–
|
|
|
132
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$438K
|
+$218K
|
+5,955
|
+100%
|
|
|
133
|
Truist Financial
Charlotte,
North Carolina
|
$437K
|
-$142K
|
-3,895
|
-25%
|
|
|
134
|
Accredited Investors
Edina,
Minnesota
|
$435K
|
–
|
–
|
–
|
|
|
135
|
Cetera Advisor Networks
El Segundo,
California
|
$411K
|
-$1M
|
-27,400
|
-71%
|
|
|
136
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$410K
|
–
|
–
|
–
|
|
|
137
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$404K
|
+$113K
|
+3,100
|
+39%
|
|
|
138
|
Comerica Bank
Dallas,
Texas
|
$387K
|
+$48.4K
|
+1,325
|
+14%
|
|
|
139
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$385K
|
-$792K
|
-21,685
|
-67%
|
|
|
140
|
Parametric Portfolio Associates
Seattle,
Washington
|
$384K
|
–
|
–
|
–
|
|
|
141
|
Old Mission Capital
Chicago,
Illinois
|
$382K
|
+$379K
|
+10,380
|
New
|
|
|
142
|
HB Wealth Management
Atlanta,
Georgia
|
$356K
|
+$354K
|
+9,690
|
New
|
|
|
143
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$355K
|
-$21.6K
|
-590
|
-6%
|
|
|
144
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$348K
|
-$24.3K
|
-665
|
-7%
|
|
|
145
|
Insight Advisors
Newtown,
Pennsylvania
|
$334K
|
-$220K
|
-6,020
|
-40%
|
|
|
146
|
Diligent Investors
Redlands,
California
|
$329K
|
–
|
–
|
–
|
|
|
147
|
Pacific Sun Financial
Los Angeles,
California
|
$328K
|
–
|
–
|
–
|
|
|
148
|
Stifel Financial
St. Louis,
Missouri
|
$327K
|
-$1.61M
|
-44,135
|
-83%
|
|
|
149
|
Salomon & Ludwin
Richmond,
Virginia
|
$323K
|
+$60.7K
|
+1,660
|
+23%
|
|
|
150
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$315K
|
-$40.9K
|
-1,120
|
-12%
|
|
