|
201
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$802K
|
+$69.4K
|
+1,374
|
+9%
|
|
|
202
|
First Citizens Financial Corp
Mason City,
Iowa
|
$782K
|
–
|
–
|
–
|
|
|
203
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$772K
|
+$314K
|
+6,223
|
+68%
|
|
|
204
|
Daniels + Tansey
Wilmington,
Delaware
|
$757K
|
–
|
–
|
–
|
|
|
205
|
Summit Wealth Partners
Orlando,
Florida
|
$748K
|
-$60.8K
|
-1,203
|
-7%
|
|
|
206
|
Sonata Capital Group
Seattle,
Washington
|
$744K
|
-$79.6K
|
-1,575
|
-10%
|
|
|
207
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$741K
|
+$744K
|
+14,732
|
New
|
|
|
208
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$734K
|
–
|
–
|
–
|
|
|
209
|
Lido Advisors
Los Angeles,
California
|
$726K
|
–
|
–
|
–
|
|
|
210
|
Nottingham Advisors
Amherst,
New York
|
$725K
|
-$22.7K
|
-450
|
-3%
|
|
|
211
|
Principle Wealth Partners
Madison,
Connecticut
|
$717K
|
-$465K
|
-9,200
|
-39%
|
|
|
212
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$697K
|
+$301K
|
+5,950
|
+75%
|
|
|
213
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$693K
|
+$696K
|
+13,780
|
New
|
|
|
214
|
WealthBridge Capital Management
Westerville,
Ohio
|
$670K
|
–
|
–
|
–
|
|
|
215
|
Bailard
Foster City,
California
|
$624K
|
-$4.13M
|
-81,785
|
-87%
|
|
|
216
|
HeadInvest LLC
Portland,
Maine
|
$617K
|
+$25.3K
|
+500
|
+4%
|
|
|
217
|
Clarkston Capital Partners
Rochester,
Michigan
|
$615K
|
-$756K
|
-14,959
|
-55%
|
|
|
218
|
CreativeOne Wealth
Overland Park,
Kansas
|
$613K
|
+$202
|
+4
|
+0%
|
|
|
219
|
Beta Wealth Group
San Diego,
California
|
$602K
|
+$101
|
+2
|
+0%
|
|
|
220
|
Kestra Advisory Services
Austin,
Texas
|
$598K
|
+$600K
|
+11,880
|
New
|
|
|
221
|
Gratus Capital
Atlanta,
Georgia
|
$595K
|
-$1.5M
|
-29,599
|
-71%
|
|
|
222
|
Adell Harriman & Carpenter
Houston,
Texas
|
$591K
|
+$594K
|
+11,750
|
New
|
|
|
223
|
Citizens Financial Group
Providence,
Rhode Island
|
$591K
|
+$594K
|
+11,750
|
New
|
|
|
224
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$590K
|
+$271K
|
+5,365
|
+84%
|
|
|
225
|
Modus Advisors
Excelsior,
Minnesota
|
$578K
|
-$26.4K
|
-522
|
-4%
|
|
