|
26
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$677K
|
+$666K
|
+28,269
|
New
|
|
|
27
|
Novem Group
Rochester,
New York
|
$672K
|
-$93.5K
|
-3,971
|
-12%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$623K
|
+$87.7K
|
+3,724
|
+17%
|
|
|
29
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$497K
|
+$489K
|
+20,780
|
New
|
|
|
30
|
MGO One Seven
Beachwood,
Ohio
|
$497K
|
+$489K
|
+20,744
|
New
|
|
|
31
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$474K
|
–
|
–
|
–
|
|
|
32
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$461K
|
+$454K
|
+19,257
|
New
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$413K
|
+$37.1K
|
+1,575
|
+10%
|
|
|
34
|
Mattern Capital Management
Lakewood,
Colorado
|
$387K
|
-$8.95K
|
-380
|
-2%
|
|
|
35
|
INVST
Indianapolis,
Indiana
|
$364K
|
+$359K
|
+15,223
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$312K
|
+$307K
|
+13,015
|
New
|
|
|
37
|
Focus Partners Wealth
Boston,
Massachusetts
|
$300K
|
+$2.57K
|
+109
|
+0.9%
|
|
|
38
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$295K
|
+$290K
|
+12,308
|
New
|
|
|
39
|
Belpointe Asset Management
Reno,
Nevada
|
$271K
|
-$273K
|
-11,595
|
-51%
|
|
|
40
|
Magnus Financial Group
New York
|
$270K
|
+$265K
|
+11,273
|
New
|
|
|
41
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$252K
|
–
|
–
|
–
|
|
|
42
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$237K
|
–
|
–
|
–
|
|
|
43
|
Davenport & Co
Richmond,
Virginia
|
$220K
|
+$217K
|
+9,201
|
New
|
|
|
44
|
Fidelis Capital Partners
Tampa,
Florida
|
$212K
|
–
|
–
|
–
|
|
|
45
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$211K
|
-$3.46K
|
-147
|
-2%
|
|
|
46
|
|
$110K
|
+$61.6K
|
+2,617
|
+132%
|
|
|
47
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
48
|
Crews Bank & Trust
Wauchula,
Florida
|
$103K
|
–
|
–
|
–
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
$80K
|
-$189K
|
-8,010
|
-71%
|
|
|
50
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$48.3K
|
+$1.84K
|
+78
|
+4%
|
|
