|
26
|
Carlson Financial
Canby,
Oregon
|
$686K
|
+$81.5K
|
+1,255
|
+13%
|
|
|
27
|
Natural Investments
Windsor,
California
|
$627K
|
–
|
–
|
–
|
|
|
28
|
Trademark Financial Management
Bloomington,
Minnesota
|
$570K
|
-$34.6K
|
-532
|
-5%
|
|
|
29
|
One Wealth Advisors
San Francisco,
California
|
$560K
|
-$641K
|
-9,864
|
-52%
|
|
|
30
|
Cozad Asset Management
Champaign,
Illinois
|
$547K
|
–
|
–
|
–
|
|
|
31
|
Mason & Associates (California)
Los Angeles,
California
|
$524K
|
-$4.48K
|
-69
|
-0.8%
|
|
|
32
|
Perigon Wealth Management
San Francisco,
California
|
$519K
|
-$570K
|
-8,772
|
-51%
|
|
|
33
|
Bailard
Foster City,
California
|
$497K
|
–
|
–
|
–
|
|
|
34
|
Sonoma Allocations
Santa Rosa,
California
|
$393K
|
+$91K
|
+1,401
|
+29%
|
|
|
35
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$384K
|
-$547K
|
-8,423
|
-58%
|
|
|
36
|
Spinnaker Investment Group
Newport Beach,
California
|
$383K
|
–
|
–
|
–
|
|
|
37
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$377K
|
-$816K
|
-12,564
|
-67%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$340K
|
-$705K
|
-10,852
|
-67%
|
|
|
39
|
OneAscent Financial Services
Birmingham,
Alabama
|
$339K
|
+$89.2K
|
+1,373
|
+34%
|
|
|
40
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$329K
|
-$252K
|
-3,878
|
-42%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$319K
|
-$69.6K
|
-1,072
|
-17%
|
|
|
42
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$311K
|
+$57.2K
|
+880
|
+21%
|
|
|
43
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$299K
|
-$562K
|
-8,657
|
-64%
|
|
|
44
|
Sankala Group
Lyons,
Colorado
|
$293K
|
-$3.51K
|
-54
|
-1%
|
|
|
45
|
Equitable Holdings
New York
|
$283K
|
-$553K
|
-8,518
|
-65%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$282K
|
-$22K
|
-339
|
-7%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$275K
|
-$444K
|
-6,836
|
-61%
|
|
|
48
|
MRA Advisory Group
Parsippany,
New Jersey
|
$275K
|
-$93.7K
|
-1,443
|
-25%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$264K
|
+$174K
|
+2,679
|
+172%
|
|
|
50
|
Two Sigma Securities
New York
|
$248K
|
+$259K
|
+3,984
|
New
|
|
