|
26
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11.1M
|
+$401K
|
+8,726
|
+4%
|
|
|
27
|
SWS Partners
Columbus,
Ohio
|
$11M
|
-$192K
|
-4,184
|
-2%
|
|
|
28
|
|
$10.9M
|
-$87.9K
|
-1,913
|
-0.8%
|
|
|
29
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$10.6M
|
-$188K
|
-4,081
|
-2%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10M
|
+$2.06M
|
+44,729
|
+26%
|
|
|
31
|
Cercano Management
Bellevue,
Washington
|
$9.92M
|
–
|
–
|
–
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$9.61M
|
+$204K
|
+4,446
|
+2%
|
|
|
33
|
|
$9.35M
|
-$446K
|
-9,701
|
-5%
|
|
|
34
|
Keystone Financial Planning
Cleveland,
Ohio
|
$8.94M
|
+$196K
|
+4,259
|
+2%
|
|
|
35
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$8.89M
|
–
|
–
|
–
|
|
|
36
|
Elite Financial
Lewiston,
Idaho
|
$8.77M
|
-$53K
|
-1,153
|
-0.6%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$8.7M
|
+$721K
|
+15,698
|
+9%
|
|
|
38
|
|
$8.55M
|
-$75.9K
|
-1,651
|
-0.9%
|
|
|
39
|
Genesee Capital Advisors
Auburn,
New York
|
$7.57M
|
-$5.65K
|
-123
|
-0.1%
|
|
|
40
|
Daiwa Securities Group
Tokyo,
Japan
|
$7.39M
|
+$4.59M
|
+100,000
|
+160%
|
|
|
41
|
Waterloo Capital
Austin,
Texas
|
$7.12M
|
+$338K
|
+7,363
|
+5%
|
|
|
42
|
Systematic Alpha Investments
Princeton,
New Jersey
|
$6.72M
|
–
|
–
|
–
|
|
|
43
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$6.67M
|
+$2.82M
|
+61,277
|
+72%
|
|
|
44
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$6.6M
|
+$303K
|
+6,595
|
+5%
|
|
|
45
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$6.44M
|
+$3.17M
|
+69,064
|
+95%
|
|
|
46
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$6.13M
|
-$1.97M
|
-42,817
|
-24%
|
|
|
47
|
Calton & Associates
Tampa,
Florida
|
$5.82M
|
-$139K
|
-3,015
|
-2%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.8M
|
-$247K
|
-5,365
|
-4%
|
|
|
49
|
CGN Advisors
Manhattan,
Kansas
|
$5.72M
|
+$433K
|
+9,433
|
+8%
|
|
|
50
|
Curi RMB Capital
Chicago,
Illinois
|
$5.68M
|
–
|
–
|
–
|
|
