|
26
|
Belpointe Asset Management
Reno,
Nevada
|
$406K
|
+$386K
|
+6,874
|
New
|
|
|
27
|
Total Wealth Planning
Cincinnati,
Ohio
|
$389K
|
+$370K
|
+6,584
|
New
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$370K
|
-$205K
|
-3,653
|
-37%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$349K
|
+$3.65K
|
+65
|
+1%
|
|
|
30
|
Tidal Investments
Milwaukee,
Wisconsin
|
$339K
|
+$322K
|
+5,730
|
New
|
|
|
31
|
TCI Wealth Advisors
Tucson,
Arizona
|
$333K
|
+$316K
|
+5,631
|
New
|
|
|
32
|
Blue Trust Inc
Alpharetta,
Georgia
|
$317K
|
+$301K
|
+5,354
|
New
|
|
|
33
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$298K
|
+$292K
|
+5,201
|
New
|
|
|
34
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$277K
|
+$263K
|
+4,681
|
New
|
|
|
35
|
Austin Asset Management
Austin,
Texas
|
$257K
|
+$244K
|
+4,346
|
New
|
|
|
36
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$248K
|
+$236K
|
+4,192
|
New
|
|
|
37
|
SC&H Financial Advisors
Sparks,
Maryland
|
$219K
|
+$208K
|
+3,710
|
New
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
$218K
|
+$207K
|
+3,681
|
New
|
|
|
39
|
Foster Group
West Des Moines,
Iowa
|
$216K
|
+$205K
|
+3,648
|
New
|
|
|
40
|
Greenspring Advisors
Towson,
Maryland
|
$214K
|
+$204K
|
+3,625
|
New
|
|
|
41
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$213K
|
-$4.21K
|
-75
|
-2%
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$213K
|
+$109K
|
+1,935
|
+116%
|
|
|
43
|
Smith Anglin Financial
Dallas,
Texas
|
$213K
|
+$202K
|
+3,594
|
New
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$152K
|
+$111K
|
+1,984
|
+342%
|
|
|
45
|
LAM Group
Lake Oswego,
Oregon
|
$122K
|
+$96.9K
|
+1,725
|
+499%
|
|
|
46
|
Mather Group
Chicago,
Illinois
|
$97.2K
|
+$99.4K
|
+1,770
|
New
|
|
|
47
|
DecisionPoint Financial
Mesa,
Arizona
|
$78.6K
|
+$76.8K
|
+1,367
|
New
|
|
|
48
|
Concord Wealth Partners
Abingdon,
Virginia
|
$67.1K
|
+$112
|
+2
|
+0.2%
|
|
|
49
|
Ruedi Wealth Management
Champaign,
Illinois
|
$57.1K
|
–
|
–
|
–
|
|
|
50
|
|
$52.7K
|
+$50.1K
|
+892
|
New
|
|
