|
1
|
Forte Asset Management
Bedford,
New York
|
$3.01M
|
+$2.98M
|
+125,000
|
New
|
|
|
2
|
HighTower Advisors
Chicago,
Illinois
|
$2.7M
|
+$14.3K
|
+598
|
+0.5%
|
|
|
3
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$1.55M
|
+$1.54M
|
+64,531
|
New
|
|
|
4
|
|
$1.44M
|
+$1.43M
|
+59,700
|
New
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.25M
|
-$19.5K
|
-815
|
-2%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.16M
|
+$343K
|
+14,375
|
+43%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
8
|
Cyr Financial
Hennepin,
Illinois
|
$949K
|
+$179K
|
+7,506
|
+24%
|
|
|
9
|
Belpointe Asset Management
Reno,
Nevada
|
$924K
|
+$916K
|
+38,375
|
New
|
|
|
10
|
Savvy Advisors Inc
New York
|
$847K
|
+$35.3K
|
+1,479
|
+4%
|
|
|
11
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$783K
|
-$18K
|
-753
|
-2%
|
|
|
12
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$703K
|
+$253K
|
+10,593
|
+57%
|
|
|
13
|
&Partners
Nashville,
Tennessee
|
$685K
|
+$679K
|
+28,448
|
New
|
|
|
14
|
Landmark Wealth Management (New York)
Melville,
New York
|
$498K
|
-$54.7K
|
-2,292
|
-10%
|
|
|
15
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$482K
|
–
|
–
|
–
|
|
|
16
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$477K
|
–
|
–
|
–
|
|
|
17
|
Mattern Capital Management
Lakewood,
Colorado
|
$441K
|
-$8.24K
|
-345
|
-2%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$362K
|
-$26.1K
|
-1,092
|
-7%
|
|
|
19
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$256K
|
+$41.4K
|
+1,733
|
+19%
|
|
|
20
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$207K
|
+$207K
|
+8,665
|
New
|
|
|
21
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$195K
|
+$194K
|
+8,112
|
New
|
|
|
22
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$185K
|
-$100K
|
-4,188
|
-35%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$151K
|
+$239
|
+10
|
+0.2%
|
|
|
24
|
Creative Financial Designs
Kokomo,
Indiana
|
$20.5K
|
+$167
|
+7
|
+0.8%
|
|
|
25
|
|
–
|
-$165
|
-7
|
Closed
|
|
