|
26
|
|
$590K
|
-$42.9K
|
-736
|
-7%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$586K
|
+$564K
|
+9,684
|
New
|
|
|
28
|
Orion Capital Management
Coronado,
California
|
$506K
|
–
|
–
|
–
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$475K
|
+$450K
|
+7,730
|
New
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$475K
|
+$450K
|
+7,730
|
New
|
|
|
31
|
FMB Wealth Management
Westlake Village,
California
|
$369K
|
–
|
–
|
–
|
|
|
32
|
Plancorp LLC
Saint Louis,
Missouri
|
$322K
|
–
|
–
|
–
|
|
|
33
|
TCI Wealth Advisors
Tucson,
Arizona
|
$318K
|
-$49.1K
|
-843
|
-14%
|
|
|
34
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$264K
|
-$1.92K
|
-33
|
-0.8%
|
|
|
35
|
LexAurum Advisors
Overland Park,
Kansas
|
$248K
|
+$235K
|
+4,034
|
New
|
|
|
36
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$246K
|
–
|
–
|
–
|
|
|
37
|
Tortoise Investment Management
White Plains,
New York
|
$240K
|
–
|
–
|
–
|
|
|
38
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$222K
|
+$210K
|
+3,607
|
New
|
|
|
39
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$203K
|
+$192K
|
+3,302
|
New
|
|
|
40
|
Red Lighthouse Investment Management
New York
|
$143K
|
–
|
–
|
–
|
|
|
41
|
BFSG LLC
Irvine,
California
|
$79.9K
|
+$75.8K
|
+1,300
|
New
|
|
|
42
|
Elevation Wealth Partners
Santa Rosa,
California
|
$59.5K
|
+$350
|
+6
|
+0.6%
|
|
|
43
|
Signature Resources Capital Management
Newport Beach,
California
|
$59.3K
|
–
|
–
|
–
|
|
|
44
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$57.4K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$49.6K
|
–
|
–
|
–
|
|
|
46
|
WealthCollab
Bellevue,
Washington
|
$33.4K
|
–
|
–
|
–
|
|
|
47
|
Asset Dedication LLC
San Francisco,
California
|
$21K
|
+$816
|
+14
|
+4%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
–
|
-$814K
|
-14,494
|
Closed
|
|
|
49
|
|
–
|
-$738K
|
-13,136
|
Closed
|
|
|
50
|
Annapolis Financial Services
Annapolis,
Maryland
|
–
|
-$79.7K
|
-1,419
|
Closed
|
|
