|
26
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$785K
|
+$782K
|
+29,152
|
New
|
|
|
27
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$609K
|
–
|
–
|
–
|
|
|
28
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$562K
|
+$560K
|
+20,870
|
New
|
|
|
29
|
|
$399K
|
+$398K
|
+14,820
|
New
|
|
|
30
|
Sequoia Financial Advisors
Akron,
Ohio
|
$296K
|
+$295K
|
+10,998
|
New
|
|
|
31
|
Belpointe Asset Management
Reno,
Nevada
|
$296K
|
-$35.7K
|
-1,329
|
-11%
|
|
|
32
|
Harbour Investments
Madison,
Wisconsin
|
$285K
|
+$284K
|
+10,580
|
New
|
|
|
33
|
Hohimer Wealth Management
Seattle,
Washington
|
$269K
|
+$268K
|
+10,000
|
New
|
|
|
34
|
Worth Asset Management
Dallas,
Texas
|
$259K
|
+$258K
|
+9,625
|
New
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$253K
|
+$17.6K
|
+656
|
+8%
|
|
|
36
|
Parallel Advisors
San Francisco,
California
|
$108K
|
+$107K
|
+4,000
|
New
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$99.8K
|
+$99.8K
|
+3,722
|
New
|
|
|
38
|
Mattson Financial Services
Kentwood,
Michigan
|
$81.6K
|
+$81.2K
|
+3,028
|
New
|
|
|
39
|
Pineridge Advisors
St. Charles,
Missouri
|
$29.7K
|
-$5.2K
|
-194
|
-15%
|
|
|
40
|
Triad Wealth Partners
Lawrence,
Kansas
|
$25.5K
|
+$25.4K
|
+945
|
New
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.5K
|
+$16.4K
|
+612
|
+205%
|
|
|
42
|
Brown Financial Advisors
Milford,
Ohio
|
$14.8K
|
+$14.7K
|
+548
|
New
|
|
|
43
|
Chris Bulman
Roseville,
California
|
$8.73K
|
+$8.69K
|
+324
|
New
|
|
|
44
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$7.91K
|
+295
|
New
|
|
|
45
|
|
$5.25K
|
-$3.18M
|
-118,443
|
-100%
|
|
|
46
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$233K
|
-8,699
|
Closed
|
|
|
47
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
–
|
-$217K
|
-8,102
|
Closed
|
|
