|
51
|
Navis Wealth Advisors
Rye Brook,
New York
|
$359K
|
–
|
–
|
–
|
|
|
52
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$342K
|
+$7.24K
|
+95
|
+2%
|
|
|
53
|
Clearstead Trust
Portland,
Maine
|
$337K
|
–
|
–
|
–
|
|
|
54
|
Strategic Blueprint
Atlanta,
Georgia
|
$334K
|
+$98.6K
|
+1,294
|
+35%
|
|
|
55
|
Copia Wealth Management
Bend,
Oregon
|
$333K
|
-$16.5K
|
-216
|
-4%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$320K
|
+$150K
|
+1,974
|
+69%
|
|
|
57
|
One Capital Management
Westlake Village,
California
|
$306K
|
+$351K
|
+4,611
|
New
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$296K
|
+$3.05K
|
+40
|
+0.9%
|
|
|
59
|
Belpointe Asset Management
Reno,
Nevada
|
$295K
|
-$25.5K
|
-335
|
-7%
|
|
|
60
|
Tacita Capital
Toronto,
Ontario, Canada
|
$292K
|
–
|
–
|
–
|
|
|
61
|
Saxon Interests
Houston,
Texas
|
$288K
|
+$22.7K
|
+298
|
+7%
|
|
|
62
|
Integrity Alliance
Urbandale,
Iowa
|
$275K
|
+$316K
|
+4,151
|
New
|
|
|
63
|
Spire Wealth Management
Mclean,
Virginia
|
$273K
|
-$40K
|
-525
|
-11%
|
|
|
64
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$263K
|
-$123K
|
-1,608
|
-29%
|
|
|
65
|
|
$262K
|
+$301K
|
+3,954
|
New
|
|
|
66
|
United Asset Strategies
Garden City,
New York
|
$255K
|
-$54K
|
-708
|
-16%
|
|
|
67
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$242K
|
-$24.5K
|
-321
|
-8%
|
|
|
68
|
Highline Wealth Partners
Sherman Oaks,
California
|
$224K
|
-$226K
|
-2,969
|
-47%
|
|
|
69
|
Farther Finance Advisors
San Francisco,
California
|
$224K
|
+$16.5K
|
+217
|
+7%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$221K
|
-$64.1K
|
-841
|
-20%
|
|
|
71
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$213K
|
+$245K
|
+3,218
|
New
|
|
|
72
|
Scotia Capital
Toronto,
Ontario, Canada
|
$211K
|
-$5.72K
|
-75
|
-2%
|
|
|
73
|
|
$208K
|
-$2.67K
|
-35
|
-1%
|
|
|
74
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$203K
|
+$234K
|
+3,070
|
New
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$201K
|
+$83.8K
|
+1,099
|
+57%
|
|
