|
1
|
Mariner
Overland Park,
Kansas
|
$7.58M
|
+$7.65M
|
+321,219
|
New
|
|
|
2
|
Forte Asset Management
Bedford,
New York
|
$3.54M
|
+$595K
|
+25,000
|
+20%
|
|
|
3
|
HighTower Advisors
Chicago,
Illinois
|
$2.42M
|
-$221K
|
-9,282
|
-8%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.37M
|
+$234K
|
+9,821
|
+20%
|
|
|
5
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.22M
|
-$7.33K
|
-308
|
-0.6%
|
|
|
6
|
|
$1.19M
|
-$221K
|
-9,290
|
-16%
|
|
|
7
|
SimpliFi Inc
San Diego,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
$919K
|
–
|
–
|
–
|
|
|
9
|
Cyr Financial
Hennepin,
Illinois
|
$797K
|
-$134K
|
-5,633
|
-14%
|
|
|
10
|
&Partners
Nashville,
Tennessee
|
$767K
|
+$94.3K
|
+3,960
|
+14%
|
|
|
11
|
Savvy Advisors Inc
New York
|
$759K
|
-$72.1K
|
-3,028
|
-9%
|
|
|
12
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$720K
|
-$47.6K
|
-2,000
|
-6%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$702K
|
+$709K
|
+29,763
|
New
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$689K
|
–
|
–
|
–
|
|
|
15
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$526K
|
-$1.01M
|
-42,231
|
-65%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$516K
|
+$520K
|
+21,852
|
New
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$472K
|
–
|
–
|
–
|
|
|
18
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$468K
|
–
|
–
|
–
|
|
|
19
|
Novem Group
Rochester,
New York
|
$436K
|
+$440K
|
+18,484
|
New
|
|
|
20
|
Mattern Capital Management
Lakewood,
Colorado
|
$422K
|
-$10.5K
|
-441
|
-2%
|
|
|
21
|
Landmark Wealth Management (New York)
Melville,
New York
|
$420K
|
-$68.7K
|
-2,886
|
-14%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$363K
|
+$8.9K
|
+374
|
+2%
|
|
|
23
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$340K
|
+$343K
|
+14,410
|
New
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$268K
|
+$270K
|
+11,352
|
New
|
|
|
25
|
Victory Financial Group
Austin,
Texas
|
$265K
|
+$267K
|
+11,230
|
New
|
|
