|
26
|
|
$10.4M
|
–
|
–
|
–
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.4M
|
+$10M
|
+128,337
|
+1,821%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$8.56M
|
-$296K
|
-3,781
|
-3%
|
|
|
29
|
|
$8.07M
|
-$48.7K
|
-622
|
-0.6%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$6.68M
|
-$6.17M
|
-78,896
|
-47%
|
|
|
31
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.65M
|
+$9.31K
|
+119
|
+0.1%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$6.02M
|
-$234K
|
-2,990
|
-4%
|
|
|
33
|
Integris Wealth Management
Monterey,
California
|
$5.85M
|
-$121K
|
-1,543
|
-2%
|
|
|
34
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$5.51M
|
–
|
–
|
–
|
|
|
35
|
Lazard Asset Management
New York
|
$5.43M
|
-$1.1M
|
-14,063
|
-17%
|
|
|
36
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$4.96M
|
+$549K
|
+7,013
|
+12%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$4.73M
|
+$230K
|
+2,944
|
+5%
|
|
|
38
|
|
$4.42M
|
+$4.52M
|
+57,767
|
New
|
|
|
39
|
ES4 LLC
Newport Beach,
California
|
$3.91M
|
–
|
–
|
–
|
|
|
40
|
|
$3.81M
|
+$3.9M
|
+49,841
|
New
|
|
|
41
|
FDx Advisors
Chicago,
Illinois
|
$3.14M
|
+$3.21M
|
+41,044
|
New
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$3.07M
|
+$7.36K
|
+94
|
+0.2%
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.67M
|
-$287K
|
-3,671
|
-10%
|
|
|
44
|
Willis Johnson & Associates
Houston,
Texas
|
$2.41M
|
-$148K
|
-1,888
|
-6%
|
|
|
45
|
Millington Financial Advisors
Naperville,
Illinois
|
$2.4M
|
+$79K
|
+1,010
|
+3%
|
|
|
46
|
Denver PWM
Denver,
Colorado
|
$2.37M
|
-$712K
|
-9,096
|
-24%
|
|
|
47
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.26M
|
-$70.5K
|
-901
|
-3%
|
|
|
48
|
Belpointe Asset Management
Reno,
Nevada
|
$2.24M
|
+$1.79M
|
+22,921
|
+360%
|
|
|
49
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$2.24M
|
+$1.79M
|
+22,921
|
+360%
|
|
|
50
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$2.19M
|
+$30.6K
|
+391
|
+1%
|
|
