|
26
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$770K
|
-$20.5K
|
-464
|
-2%
|
|
|
27
|
Applied Capital
Little Rock,
Arkansas
|
$618K
|
-$44.2K
|
-1,000
|
-6%
|
|
|
28
|
Rather & Kittrell
Knoxville,
Tennessee
|
$613K
|
+$416K
|
+9,403
|
+165%
|
|
|
29
|
Total Wealth Planning
Cincinnati,
Ohio
|
$599K
|
+$186K
|
+4,207
|
+40%
|
|
|
30
|
Spinnaker Investment Group
Newport Beach,
California
|
$570K
|
+$224K
|
+5,062
|
+60%
|
|
|
31
|
Advisornet Financial
Minnetonka,
Minnesota
|
$525K
|
+$51.2K
|
+1,158
|
+10%
|
|
|
32
|
Samalin Investment Counsel
Chappaqua,
New York
|
$496K
|
+$540K
|
+12,214
|
New
|
|
|
33
|
Chico Wealth RIA
Chico,
California
|
$468K
|
-$5.84M
|
-131,963
|
-92%
|
|
|
34
|
Resolute Financial
Newburyport,
Massachusetts
|
$431K
|
+$253K
|
+5,718
|
+117%
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$430K
|
+$463K
|
+10,473
|
+9,697%
|
|
|
36
|
Highland Financial Advisors
Wayne,
New Jersey
|
$419K
|
+$456K
|
+10,304
|
New
|
|
|
37
|
Cardiff Park Advisors
Carlsbad,
California
|
$361K
|
+$393K
|
+8,878
|
New
|
|
|
38
|
Annapolis Financial Services
Annapolis,
Maryland
|
$351K
|
+$382K
|
+8,625
|
New
|
|
|
39
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$316K
|
-$48.2K
|
-1,089
|
-12%
|
|
|
40
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$280K
|
+$44.2K
|
+1,000
|
+17%
|
|
|
41
|
Financial Connections Group
Corte Madera,
California
|
$276K
|
+$9.91K
|
+224
|
+3%
|
|
|
42
|
Safeguard Investment Advisory Group
Corona,
California
|
$265K
|
-$81.8K
|
-1,849
|
-22%
|
|
|
43
|
Pathstone Family Office
Englewood,
New Jersey
|
$232K
|
+$253K
|
+5,716
|
New
|
|
|
44
|
Kestra Advisory Services
Austin,
Texas
|
$227K
|
+$4.6K
|
+104
|
+2%
|
|
|
45
|
SC&H Financial Advisors
Sparks,
Maryland
|
$221K
|
-$429K
|
-9,703
|
-64%
|
|
|
46
|
Disciplined Investments
Tulsa,
Oklahoma
|
$193K
|
–
|
–
|
–
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$190K
|
-$34.8K
|
-786
|
-17%
|
|
|
48
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$181K
|
+$197K
|
+4,460
|
New
|
|
|
49
|
Tortoise Investment Management
White Plains,
New York
|
$140K
|
+$153K
|
+3,455
|
New
|
|
|
50
|
Orion Capital Management
Coronado,
California
|
$124K
|
+$97.3K
|
+2,199
|
+258%
|
|
