|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$827K
|
-$290K
|
-4,124
|
-26%
|
|
|
27
|
Tidal Investments
Milwaukee,
Wisconsin
|
$784K
|
+$228K
|
+3,240
|
+42%
|
|
|
28
|
Triad Investment Management
Newport Beach,
California
|
$781K
|
-$36.7K
|
-523
|
-5%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$716K
|
-$1.11M
|
-15,762
|
-61%
|
|
|
30
|
WealthSource Partners
San Luis Obispo,
California
|
$656K
|
+$8.29K
|
+118
|
+1%
|
|
|
31
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$629K
|
+$617K
|
+8,785
|
New
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$615K
|
+$603K
|
+8,583
|
New
|
|
|
33
|
Belpointe Asset Management
Reno,
Nevada
|
$479K
|
+$470K
|
+6,690
|
New
|
|
|
34
|
Global Endowment Management
Charlotte,
North Carolina
|
$430K
|
–
|
–
|
–
|
|
|
35
|
|
$415K
|
-$192K
|
-2,735
|
-32%
|
|
|
36
|
Cetera Advisor Networks
El Segundo,
California
|
$368K
|
+$10.8K
|
+154
|
+3%
|
|
|
37
|
Anchor Investment Management
Columbia,
South Carolina
|
$333K
|
-$29.8K
|
-425
|
-8%
|
|
|
38
|
|
$315K
|
+$309K
|
+4,398
|
New
|
|
|
39
|
Bison Wealth
Atlanta,
Georgia
|
$298K
|
-$131K
|
-1,871
|
-28%
|
|
|
40
|
Ausdal Financial Partners
Davenport,
Iowa
|
$263K
|
–
|
–
|
–
|
|
|
41
|
Old Mission Capital
Chicago,
Illinois
|
$247K
|
+$243K
|
+3,454
|
New
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$241K
|
-$188K
|
-2,684
|
-44%
|
|
|
43
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$240K
|
+$235K
|
+3,350
|
New
|
|
|
44
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$240K
|
+$235K
|
+3,345
|
New
|
|
|
45
|
Mutual Advisors
Omaha,
Nebraska
|
$210K
|
+$206K
|
+2,930
|
New
|
|
|
46
|
Stephens Inc
Little Rock,
Arkansas
|
$208K
|
-$1.28M
|
-18,278
|
-86%
|
|
|
47
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$179K
|
–
|
–
|
–
|
|
|
48
|
S.A. Mason
Holland,
Michigan
|
$155K
|
+$7.93K
|
+113
|
+5%
|
|
|
49
|
|
$108K
|
+$36.5K
|
+520
|
+53%
|
|
|
50
|
Hollencrest Capital Management
Newport Beach,
California
|
$107K
|
+$105K
|
+1,500
|
New
|
|
