|
101
|
Wexford Capital
West Palm Beach,
Florida
|
$2M
|
+$2.01M
|
+48,526
|
New
|
|
|
102
|
MAI Capital Management
Independence,
Ohio
|
$1.96M
|
+$101K
|
+2,454
|
+5%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$1.96M
|
+$989K
|
+23,916
|
+101%
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$1.95M
|
+$376K
|
+9,083
|
+24%
|
|
|
105
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$1.83M
|
-$27.1K
|
-655
|
-1%
|
|
|
106
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.8M
|
-$125K
|
-3,025
|
-6%
|
|
|
107
|
|
$1.8M
|
+$333K
|
+8,060
|
+23%
|
|
|
108
|
Basso Capital Management
Stamford,
Connecticut
|
$1.74M
|
–
|
–
|
–
|
|
|
109
|
Northern Trust
Chicago,
Illinois
|
$1.69M
|
-$351K
|
-8,486
|
-17%
|
|
|
110
|
Chilton Capital Management
Houston,
Texas
|
$1.67M
|
-$105K
|
-2,538
|
-6%
|
|
|
111
|
AlphaCore Capital
La Jolla,
California
|
$1.63M
|
+$1.64M
|
+39,555
|
New
|
|
|
112
|
Guggenheim Capital
Chicago,
Illinois
|
$1.61M
|
+$303K
|
+7,319
|
+23%
|
|
|
113
|
Fidelity Investments
Boston,
Massachusetts
|
$1.61M
|
-$1.13M
|
-27,343
|
-41%
|
|
|
114
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.55M
|
+$146K
|
+3,533
|
+10%
|
|
|
115
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.53M
|
+$38.9K
|
+940
|
+3%
|
|
|
116
|
Requisite Capital Management
Dallas,
Texas
|
$1.48M
|
–
|
–
|
–
|
|
|
117
|
Oppenheimer Asset Management
New York
|
$1.48M
|
+$78.5K
|
+1,899
|
+6%
|
|
|
118
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.48M
|
+$1.11M
|
+26,752
|
+289%
|
|
|
119
|
Independent Financial Group
San Diego,
California
|
$1.47M
|
-$88K
|
-2,129
|
-6%
|
|
|
120
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.46M
|
+$61.3K
|
+1,483
|
+4%
|
|
|
121
|
IFG Advisory
Atlanta,
Georgia
|
$1.42M
|
+$1.43M
|
+34,577
|
New
|
|
|
122
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.42M
|
–
|
–
|
–
|
|
|
123
|
KeyBank National Association
Cleveland,
Ohio
|
$1.37M
|
-$67.7K
|
-1,638
|
-5%
|
|
|
124
|
PFG Investments
Woodbury,
New York
|
$1.32M
|
+$213K
|
+5,153
|
+19%
|
|
|
125
|
IEQ Capital
Foster City,
California
|
$1.3M
|
+$20.9K
|
+506
|
+2%
|
|
