|
51
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$8.49M
|
+$8.49M
|
+169,332
|
New
|
|
|
52
|
KWMG LLC
Overland Park,
Kansas
|
$8.18M
|
+$309K
|
+6,170
|
+4%
|
|
|
53
|
Financial Life Advisors
San Antonio,
Texas
|
$7.72M
|
+$340K
|
+6,772
|
+5%
|
|
|
54
|
Spinnaker Trust
Portland,
Maine
|
$7.72M
|
+$1.63M
|
+32,454
|
+27%
|
|
|
55
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$7.67M
|
+$7.66M
|
+152,870
|
New
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$7.58M
|
+$565K
|
+11,262
|
+8%
|
|
|
57
|
Denver PWM
Denver,
Colorado
|
$7.51M
|
+$185K
|
+3,684
|
+3%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$7.39M
|
-$2.38M
|
-47,372
|
-24%
|
|
|
59
|
American Portfolios Advisors
Holbrook,
New York
|
$7.3M
|
+$357K
|
+7,128
|
+5%
|
|
|
60
|
Stifel Financial
St. Louis,
Missouri
|
$6.61M
|
-$5.52M
|
-110,181
|
-46%
|
|
|
61
|
Matthew Hamilton Rosenberg
|
$6.23M
|
+$2.23M
|
+44,472
|
+56%
|
|
|
62
|
Mattern Wealth Management
Lawrence,
Kansas
|
$6.17M
|
+$2.67M
|
+53,251
|
+76%
|
|
|
63
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$5.96M
|
-$19.2K
|
-383
|
-0.3%
|
|
|
64
|
Navis Wealth Advisors
Rye Brook,
New York
|
$5.82M
|
+$5.82M
|
+116,003
|
New
|
|
|
65
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$5.73M
|
-$96.1M
|
-1,917,098
|
-94%
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$5.7M
|
+$3.34M
|
+66,560
|
+142%
|
|
|
67
|
Oppenheimer & Co
New York
|
$5.25M
|
+$106K
|
+2,112
|
+2%
|
|
|
68
|
Donoghue Forlines
Boston,
Massachusetts
|
$5.21M
|
-$6.72M
|
-133,963
|
-56%
|
|
|
69
|
Canal Insurance Company
Greenville,
South Carolina
|
$5.02M
|
–
|
–
|
–
|
|
|
70
|
CNA Financial
Chicago,
Illinois
|
$5.02M
|
–
|
–
|
–
|
|
|
71
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.81M
|
-$3.09M
|
-61,540
|
-39%
|
|
|
72
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.73M
|
-$27M
|
-537,637
|
-85%
|
|
|
73
|
Copperleaf Capital
Raleigh,
North Carolina
|
$4.47M
|
-$3.21M
|
-64,089
|
-42%
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$4.38M
|
+$148K
|
+2,956
|
+4%
|
|
|
75
|
Covington Capital Management
Los Angeles,
California
|
$4.32M
|
-$228K
|
-4,550
|
-5%
|
|
