|
26
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.5M
|
+$105K
|
+3,571
|
+7%
|
|
|
27
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.46M
|
-$449K
|
-15,316
|
-23%
|
|
|
28
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.29M
|
+$1.32M
|
+45,061
|
New
|
|
|
29
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.24M
|
-$506K
|
-17,232
|
-28%
|
|
|
30
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.24M
|
+$1.27M
|
+43,307
|
New
|
|
|
31
|
Simplicity Wealth
Summit,
New Jersey
|
$1.1M
|
+$162K
|
+5,534
|
+17%
|
|
|
32
|
Belpointe Asset Management
Reno,
Nevada
|
$987K
|
+$788K
|
+26,864
|
+349%
|
|
|
33
|
MML Investors Services
Springfield,
Massachusetts
|
$938K
|
+$170K
|
+5,797
|
+21%
|
|
|
34
|
Axxcess Wealth Management
Carlsbad,
California
|
$888K
|
-$917K
|
-31,268
|
-50%
|
|
|
35
|
RFG Advisory
Birmingham,
Alabama
|
$853K
|
-$6.54K
|
-223
|
-0.7%
|
|
|
36
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$847K
|
+$66K
|
+2,251
|
+8%
|
|
|
37
|
Novus Advisors
Greenville,
South Carolina
|
$846K
|
-$502K
|
-17,112
|
-37%
|
|
|
38
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$805K
|
+$828K
|
+28,210
|
New
|
|
|
39
|
Global Financial Private Client
Sarasota,
Florida
|
$706K
|
-$158K
|
-5,376
|
-18%
|
|
|
40
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$699K
|
+$197K
|
+6,728
|
+38%
|
|
|
41
|
|
$646K
|
+$664K
|
+22,620
|
New
|
|
|
42
|
Richardson Financial Services
Medway,
Massachusetts
|
$609K
|
-$239K
|
-8,160
|
-28%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$590K
|
-$4.82M
|
-164,385
|
-89%
|
|
|
44
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$570K
|
+$6.37K
|
+217
|
+1%
|
|
|
45
|
Lockerman Financial Group
Newport Beach,
California
|
$569K
|
-$290K
|
-9,879
|
-33%
|
|
|
46
|
Midwest Financial Network
Tinley Park,
Illinois
|
$553K
|
+$299K
|
+10,200
|
+111%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$550K
|
+$550K
|
+18,747
|
+3,578%
|
|
|
48
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$548K
|
+$126K
|
+4,287
|
+29%
|
|
|
49
|
ZEGA Investments
Palm Beach Gardens,
Florida
|
$533K
|
-$58.3K
|
-1,987
|
-10%
|
|
|
50
|
VisionPoint Advisory Group
Dallas,
Texas
|
$519K
|
-$204K
|
-6,969
|
-28%
|
|
