|
26
|
Mercer Global Advisors
Denver,
Colorado
|
$2.27M
|
-$352K
|
-9,114
|
-13%
|
|
|
27
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$2.25M
|
-$54.7K
|
-1,416
|
-2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$2.21M
|
-$502K
|
-13,003
|
-18%
|
|
|
29
|
Tidal Investments
Milwaukee,
Wisconsin
|
$2.07M
|
-$10.4K
|
-269
|
-0.5%
|
|
|
30
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2.01M
|
+$67.5K
|
+1,750
|
+3%
|
|
|
31
|
FOCUS Wealth Advisors
Houston,
Texas
|
$1.85M
|
+$9.22K
|
+239
|
+0.5%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$146K
|
+3,794
|
+9%
|
|
|
33
|
Bank of New York Mellon
New York
|
$1.74M
|
+$554K
|
+14,357
|
+46%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.46M
|
+$127K
|
+3,287
|
+9%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.42M
|
+$203K
|
+5,251
|
+16%
|
|
|
36
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.4M
|
-$35.7K
|
-926
|
-2%
|
|
|
37
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.37M
|
+$1.39M
|
+36,042
|
New
|
|
|
38
|
Guggenheim Capital
Chicago,
Illinois
|
$1.19M
|
-$16.4K
|
-424
|
-1%
|
|
|
39
|
Belpointe Asset Management
Reno,
Nevada
|
$1.13M
|
+$18.2K
|
+472
|
+2%
|
|
|
40
|
Advisory Alpha
Holland,
Michigan
|
$936K
|
-$156K
|
-4,050
|
-14%
|
|
|
41
|
Portfolio Design Labs
Encino,
California
|
$925K
|
+$940K
|
+24,350
|
New
|
|
|
42
|
Optivise Advisory Services
Franklin,
Tennessee
|
$804K
|
+$817K
|
+21,160
|
New
|
|
|
43
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$802K
|
-$1.05M
|
-27,147
|
-56%
|
|
|
44
|
Park Avenue Securities
New York
|
$744K
|
+$388K
|
+10,043
|
+105%
|
|
|
45
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$730K
|
+$283K
|
+7,325
|
+62%
|
|
|
46
|
Napa Wealth Management
Napa,
California
|
$699K
|
-$126K
|
-3,252
|
-15%
|
|
|
47
|
Ariadne Wealth Management
Santa Barbara,
California
|
$575K
|
–
|
–
|
–
|
|
|
48
|
Atria Wealth Solutions
New York
|
$568K
|
–
|
–
|
–
|
|
|
49
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$436K
|
+$444K
|
+11,492
|
New
|
|
|
50
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$436K
|
+$444K
|
+11,492
|
New
|
|
