|
51
|
MGO One Seven
Beachwood,
Ohio
|
$534K
|
+$504K
|
+12,593
|
New
|
|
|
52
|
Waverly Advisors
Birmingham,
Alabama
|
$490K
|
–
|
–
|
–
|
|
|
53
|
Brown Advisory
Baltimore,
Maryland
|
$468K
|
–
|
–
|
–
|
|
|
54
|
CAP Partners LLC
Franklin,
Tennessee
|
$424K
|
+$38.5K
|
+962
|
+11%
|
|
|
55
|
Mutual Advisors
Omaha,
Nebraska
|
$411K
|
+$34.9K
|
+872
|
+10%
|
|
|
56
|
Journey Strategic Wealth
Summit,
New Jersey
|
$397K
|
-$37.1K
|
-927
|
-9%
|
|
|
57
|
Belpointe Asset Management
Reno,
Nevada
|
$377K
|
+$44.7K
|
+1,117
|
+14%
|
|
|
58
|
Kestra Private Wealth Services
Austin,
Texas
|
$377K
|
-$17.3K
|
-432
|
-5%
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$356K
|
-$250K
|
-6,250
|
-43%
|
|
|
60
|
Prospera Financial Services
Dallas,
Texas
|
$344K
|
-$57.2K
|
-1,429
|
-15%
|
|
|
61
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$339K
|
–
|
–
|
–
|
|
|
62
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$335K
|
-$192K
|
-4,800
|
-38%
|
|
|
63
|
&Partners
Nashville,
Tennessee
|
$320K
|
+$16.4K
|
+411
|
+6%
|
|
|
64
|
Envestnet Asset Management
Chicago,
Illinois
|
$311K
|
+$293K
|
+7,322
|
New
|
|
|
65
|
UBS Group
Zurich,
Switzerland
|
$299K
|
+$282K
|
+7,043
|
New
|
|
|
66
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$290K
|
+$14.6K
|
+364
|
+6%
|
|
|
67
|
Signal Advisors Wealth
Detroit,
Michigan
|
$266K
|
+$251K
|
+6,277
|
New
|
|
|
68
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$246K
|
+$19.6K
|
+489
|
+9%
|
|
|
69
|
Concurrent Investment Advisors
Tampa,
Florida
|
$243K
|
+$26.2K
|
+656
|
+13%
|
|
|
70
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$243K
|
+$229K
|
+5,721
|
New
|
|
|
71
|
Gainplan
Bloomfield Hills,
Michigan
|
$214K
|
-$7.64K
|
-191
|
-4%
|
|
|
72
|
Private Trust Company
Cleveland,
Ohio
|
$161K
|
+$152K
|
+3,798
|
New
|
|
|
73
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$119K
|
+$112K
|
+2,804
|
New
|
|
|
74
|
Reyes Financial Architecture
San Diego,
California
|
$106K
|
-$150K
|
-3,754
|
-60%
|
|
|
75
|
Advisornet Financial
Minnetonka,
Minnesota
|
$90.9K
|
+$41K
|
+1,024
|
+92%
|
|
