|
26
|
Modern Wealth Management
Lenexa,
Kansas
|
$1.22M
|
–
|
–
|
–
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.21M
|
+$140K
|
+2,116
|
+12%
|
|
|
28
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$1.12M
|
-$796K
|
-11,995
|
-40%
|
|
|
29
|
Worth Asset Management
Dallas,
Texas
|
$1.03M
|
-$91.6K
|
-1,380
|
-8%
|
|
|
30
|
Brown Advisory
Baltimore,
Maryland
|
$782K
|
–
|
–
|
–
|
|
|
31
|
Lunt Capital Management
Holladay,
Utah
|
$779K
|
-$18.4K
|
-278
|
-2%
|
|
|
32
|
M Wealth Management LLC
San Diego,
California
|
$720K
|
+$61.8K
|
+932
|
+9%
|
|
|
33
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$643K
|
-$51.2K
|
-771
|
-7%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$538K
|
+$331K
|
+4,989
|
+131%
|
|
|
35
|
Triton Wealth Management
Sun City,
Arizona
|
$512K
|
-$5.86M
|
-88,292
|
-91%
|
|
|
36
|
XY Planning Network
Bozeman,
Montana
|
$483K
|
+$4.51K
|
+68
|
+0.9%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$482K
|
-$7.17K
|
-108
|
-1%
|
|
|
38
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$400K
|
-$34.1K
|
-514
|
-7%
|
|
|
39
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
$369K
|
-$113K
|
-1,705
|
-22%
|
|
|
40
|
Optivise Advisory Services
Franklin,
Tennessee
|
$368K
|
–
|
–
|
–
|
|
|
41
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$367K
|
–
|
–
|
–
|
|
|
42
|
Atria Investments
Charlotte,
North Carolina
|
$335K
|
-$206K
|
-3,103
|
-36%
|
|
|
43
|
J. Hagan Capital
Louisville,
Kentucky
|
$314K
|
+$65K
|
+980
|
+24%
|
|
|
44
|
CreativeOne Wealth
Overland Park,
Kansas
|
$303K
|
+$796
|
+12
|
+0.2%
|
|
|
45
|
Prospera Financial Services
Dallas,
Texas
|
$301K
|
-$90.6K
|
-1,365
|
-22%
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
$273K
|
-$611K
|
-9,209
|
-67%
|
|
|
47
|
Quantinno Capital Management
New York
|
$272K
|
-$178K
|
-2,684
|
-38%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$269K
|
+$292K
|
+4,404
|
New
|
|
|
49
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$251K
|
+$75K
|
+1,130
|
+38%
|
|
|
50
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$251K
|
+$273K
|
+4,107
|
New
|
|
