|
1
|
Karp Capital Management
Sausalito,
California
|
$7.97M
|
+$32.1K
|
+798
|
+0.4%
|
|
|
2
|
Toth Financial Advisory
Leesburg,
Virginia
|
$6.6M
|
+$5.68K
|
+141
|
+0.1%
|
|
|
3
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$5.12M
|
+$433K
|
+10,749
|
+10%
|
|
|
4
|
Geneos Wealth Management
Englewood,
Colorado
|
$4.75M
|
+$4.49M
|
+111,387
|
New
|
|
|
5
|
SG Americas Securities
New York
|
$3.53M
|
+$709K
|
+17,601
|
+27%
|
|
|
6
|
Terra Nova Asset Management
New York
|
$2.58M
|
+$204K
|
+5,073
|
+9%
|
|
|
7
|
Orca Investment Management
Roseburg,
Oregon
|
$2.32M
|
+$924K
|
+22,938
|
+73%
|
|
|
8
|
Gemmer Asset Management
Walnut Creek,
California
|
$1.71M
|
–
|
–
|
–
|
|
|
9
|
Avalon Capital Management
Port Of Redwood City,
California
|
$1.6M
|
-$378K
|
-9,396
|
-20%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$1.28M
|
-$34.3K
|
-852
|
-3%
|
|
|
11
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.24M
|
-$25.9K
|
-642
|
-2%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.06M
|
+$999K
|
+24,819
|
New
|
|
|
13
|
|
$849K
|
+$426K
|
+10,581
|
+113%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$784K
|
+$109K
|
+2,718
|
+17%
|
|
|
15
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$709K
|
–
|
–
|
–
|
|
|
16
|
William Blair & Company
Chicago,
Illinois
|
$696K
|
+$180K
|
+4,470
|
+38%
|
|
|
17
|
|
$685K
|
-$1.72M
|
-42,597
|
-73%
|
|
|
18
|
Sanders Morris Harris
Houston,
Texas
|
$640K
|
-$184K
|
-4,560
|
-23%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$640K
|
–
|
–
|
–
|
|
|
20
|
FAS Wealth Partners
Leawood,
Kansas
|
$563K
|
+$121
|
+3
|
+0%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$532K
|
+$502K
|
+12,465
|
New
|
|
|
22
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$512K
|
–
|
–
|
–
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$465K
|
-$1.99M
|
-49,413
|
-82%
|
|
|
24
|
Creative Planning
Overland Park,
Kansas
|
$441K
|
+$121
|
+3
|
+0%
|
|
|
25
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$418K
|
+$32.6K
|
+810
|
+9%
|
|
