|
26
|
Belpointe Asset Management
Reno,
Nevada
|
$3.88M
|
+$3.48M
|
+44,869
|
+816%
|
|
|
27
|
Bank of New York Mellon
New York
|
$3.81M
|
-$9.73M
|
-125,318
|
-72%
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$3.8M
|
+$10.5K
|
+135
|
+0.3%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.77M
|
+$181K
|
+2,337
|
+5%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.7M
|
-$48.5K
|
-625
|
-1%
|
|
|
31
|
Avantax Advisory Services
Dallas,
Texas
|
$3.54M
|
+$391K
|
+5,034
|
+12%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.43M
|
+$3.46M
|
+44,594
|
New
|
|
|
33
|
Citadel Advisors
Miami,
Florida
|
$3.4M
|
+$611K
|
+7,864
|
+22%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$2.89M
|
–
|
–
|
–
|
|
|
35
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.7M
|
+$20K
|
+258
|
+0.7%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$2.68M
|
-$155K
|
-2,002
|
-5%
|
|
|
37
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.54M
|
-$16.2K
|
-209
|
-0.6%
|
|
|
38
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.43M
|
-$197K
|
-2,535
|
-7%
|
|
|
39
|
Avant Capital
Lafayette,
Louisiana
|
$2.42M
|
+$110K
|
+1,412
|
+5%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$2.28M
|
+$8.54K
|
+110
|
+0.4%
|
|
|
41
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.06M
|
-$777
|
-10
|
-0%
|
|
|
42
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$1.93M
|
+$395K
|
+5,081
|
+25%
|
|
|
43
|
|
$1.92M
|
-$11.6K
|
-150
|
-0.6%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$1.62M
|
+$568K
|
+7,315
|
+53%
|
|
|
45
|
Sonata Capital Group
Seattle,
Washington
|
$1.54M
|
–
|
–
|
–
|
|
|
46
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.51M
|
-$18.4K
|
-237
|
-1%
|
|
|
47
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$1.48M
|
-$90.5K
|
-1,165
|
-6%
|
|
|
48
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$1.43M
|
+$6.52K
|
+84
|
+0.5%
|
|
|
49
|
Arvest Investments
Lowell,
Arkansas
|
$1.42M
|
-$58.3K
|
-751
|
-4%
|
|
|
50
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.4M
|
-$6.29K
|
-81
|
-0.4%
|
|
