|
26
|
Waterloo Capital
Austin,
Texas
|
$10.3M
|
-$3M
|
-68,196
|
-23%
|
|
|
27
|
Cercano Management
Bellevue,
Washington
|
$9.64M
|
–
|
–
|
–
|
|
|
28
|
SWS Partners
Columbus,
Ohio
|
$9.53M
|
-$177K
|
-4,025
|
-2%
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.97M
|
+$2.24M
|
+50,941
|
+34%
|
|
|
30
|
Keystone Financial Planning
Cleveland,
Ohio
|
$8.7M
|
+$98K
|
+2,230
|
+1%
|
|
|
31
|
|
$8.65M
|
+$216K
|
+4,910
|
+3%
|
|
|
32
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$8.64M
|
-$387K
|
-8,801
|
-4%
|
|
|
33
|
Elite Financial
Lewiston,
Idaho
|
$8.49M
|
+$5.18M
|
+117,803
|
+159%
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.44M
|
+$749K
|
+17,041
|
+10%
|
|
|
35
|
BNP Paribas Financial Markets
Paris,
France
|
$8.41M
|
-$1.02M
|
-23,174
|
-11%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$8.4M
|
+$252K
|
+5,743
|
+3%
|
|
|
37
|
|
$8.2M
|
+$555K
|
+12,637
|
+7%
|
|
|
38
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$7.54M
|
-$6.18M
|
-140,657
|
-45%
|
|
|
39
|
Private Advisor Group
Morristown,
New Jersey
|
$7.42M
|
+$3.19M
|
+72,631
|
+76%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$6.7M
|
-$277K
|
-6,308
|
-4%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$6.57M
|
+$1.31M
|
+29,729
|
+25%
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6.57M
|
-$234K
|
-5,313
|
-3%
|
|
|
43
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$6.53M
|
–
|
–
|
–
|
|
|
44
|
Genesee Capital Advisors
Auburn,
New York
|
$6.44M
|
-$255K
|
-5,802
|
-4%
|
|
|
45
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.19M
|
+$421K
|
+9,580
|
+7%
|
|
|
46
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$6.19M
|
-$146K
|
-3,328
|
-2%
|
|
|
47
|
BIP Wealth
Atlanta,
Georgia
|
$6.06M
|
-$255K
|
-5,799
|
-4%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.04M
|
+$420K
|
+9,549
|
+8%
|
|
|
49
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$6.03M
|
+$5.99M
|
+136,265
|
New
|
|
|
50
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$5.94M
|
+$255K
|
+5,811
|
+5%
|
|
