|
26
|
Elevated Capital Advisors
Sandy,
Utah
|
$673K
|
+$672K
|
+25,038
|
New
|
|
|
27
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$607K
|
–
|
–
|
–
|
|
|
28
|
Napa Wealth Management
Napa,
California
|
$416K
|
+$416K
|
+15,493
|
New
|
|
|
29
|
|
$407K
|
+$8.94K
|
+333
|
+2%
|
|
|
30
|
Cresset Asset Management
Chicago,
Illinois
|
$355K
|
+$354K
|
+13,199
|
New
|
|
|
31
|
Waverly Advisors
Birmingham,
Alabama
|
$333K
|
+$332K
|
+12,389
|
New
|
|
|
32
|
Sequoia Financial Advisors
Akron,
Ohio
|
$302K
|
+$6.63K
|
+247
|
+2%
|
|
|
33
|
Harbour Investments
Madison,
Wisconsin
|
$284K
|
–
|
–
|
–
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$274K
|
+$21.4K
|
+798
|
+8%
|
|
|
35
|
Hohimer Wealth Management
Seattle,
Washington
|
$269K
|
–
|
–
|
–
|
|
|
36
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$267K
|
+$267K
|
+9,948
|
New
|
|
|
37
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$257K
|
+$257K
|
+9,568
|
New
|
|
|
38
|
Belpointe Asset Management
Reno,
Nevada
|
$256K
|
-$38.6K
|
-1,438
|
-13%
|
|
|
39
|
Simplicity Wealth
Summit,
New Jersey
|
$231K
|
+$230K
|
+8,577
|
New
|
|
|
40
|
Lindbrook Capital
Calabasas,
California
|
$228K
|
+$228K
|
+8,500
|
New
|
|
|
41
|
Syon Capital
San Francisco,
California
|
$213K
|
+$213K
|
+7,921
|
New
|
|
|
42
|
Arete Wealth Advisors
Chicago,
Illinois
|
$209K
|
+$208K
|
+7,764
|
New
|
|
|
43
|
Running Point Capital Advisors
El Segundo,
California
|
$201K
|
+$201K
|
+7,474
|
New
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$108K
|
–
|
–
|
–
|
|
|
45
|
Manchester Capital Management
Manchester,
Vermont
|
$108K
|
+$107K
|
+4,000
|
New
|
|
|
46
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$100K
|
–
|
–
|
–
|
|
|
47
|
Mattson Financial Services
Kentwood,
Michigan
|
$81.6K
|
–
|
–
|
–
|
|
|
48
|
Pineridge Advisors
St. Charles,
Missouri
|
$29.5K
|
-$81
|
-3
|
-0.3%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$19.4K
|
+$19.3K
|
+721
|
New
|
|
|
50
|
Castleview Partners
Dallas,
Texas
|
$17.4K
|
+$17.4K
|
+649
|
New
|
|
