|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.48M
|
-$325K
|
-2,624
|
-5%
|
|
|
27
|
Triumph Capital Management
Denver,
Colorado
|
$6.31M
|
-$23.8K
|
-192
|
-0.4%
|
|
|
28
|
Elevation Capital Advisory
Bend,
Oregon
|
$5.99M
|
+$6.08M
|
+49,089
|
New
|
|
|
29
|
|
$5.69M
|
+$1.51M
|
+12,177
|
+35%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$5.6M
|
-$83.9K
|
-677
|
-1%
|
|
|
31
|
First Trust Advisors
Wheaton,
Illinois
|
$4.04M
|
-$1.77M
|
-14,251
|
-30%
|
|
|
32
|
Mercer Global Advisors
Denver,
Colorado
|
$3.83M
|
+$3.41M
|
+27,488
|
+696%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.74M
|
+$3.8M
|
+30,711
|
New
|
|
|
34
|
KPP Advisory Services
Louisville,
Kentucky
|
$3.65M
|
-$231K
|
-1,863
|
-6%
|
|
|
35
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.49M
|
+$867
|
+7
|
+0%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.03M
|
-$93.8K
|
-757
|
-3%
|
|
|
37
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.83M
|
-$57.2K
|
-462
|
-2%
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$2.69M
|
+$2.16M
|
+17,447
|
+377%
|
|
|
39
|
TCFG Wealth Management
Laguna Niguel,
California
|
$2.62M
|
+$24.9K
|
+201
|
+0.9%
|
|
|
40
|
TCFG Investment Advisors
Laguna Niguel,
California
|
$2.62M
|
+$2.66M
|
+21,507
|
New
|
|
|
41
|
Keystone Wealth Services
Palm Desert,
California
|
$2.46M
|
+$2.5M
|
+20,181
|
New
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$2.18M
|
+$743
|
+6
|
+0%
|
|
|
43
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
$2.08M
|
-$63.2K
|
-510
|
-3%
|
|
|
44
|
Oppenheimer & Co
New York
|
$2.04M
|
-$75.9K
|
-613
|
-4%
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$2M
|
+$469K
|
+3,789
|
+30%
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.98M
|
+$3.22K
|
+26
|
+0.2%
|
|
|
47
|
Belpointe Asset Management
Reno,
Nevada
|
$1.98M
|
-$84.6K
|
-683
|
-4%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$1.89M
|
+$30K
|
+242
|
+2%
|
|
|
49
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.83M
|
–
|
–
|
–
|
|
|
50
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.8M
|
-$29.1K
|
-235
|
-2%
|
|
