|
26
|
Belpointe Asset Management
Reno,
Nevada
|
$329K
|
+$314K
|
+4,084
|
New
|
|
|
27
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$316K
|
-$10.5K
|
-136
|
-3%
|
|
|
28
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$301K
|
-$86.9K
|
-1,129
|
-23%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$267K
|
+$24.1K
|
+313
|
+10%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$261K
|
-$51.3K
|
-667
|
-17%
|
|
|
31
|
First Horizon Advisors
Memphis,
Tennessee
|
$260K
|
+$249K
|
+3,236
|
New
|
|
|
32
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$245K
|
+$235K
|
+3,048
|
New
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$242K
|
+$40.7K
|
+529
|
+21%
|
|
|
34
|
Fiduciary Planning
Englewood,
Florida
|
$231K
|
+$221K
|
+2,870
|
New
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$206K
|
+$197K
|
+2,560
|
New
|
|
|
36
|
Patten Group
Chattanooga,
Tennessee
|
$205K
|
+$196K
|
+2,547
|
New
|
|
|
37
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$204K
|
+$195K
|
+2,530
|
New
|
|
|
38
|
Ameraudi Asset Management
New York
|
$201K
|
+$192K
|
+2,500
|
New
|
|
|
39
|
|
$201K
|
+$192K
|
+2,500
|
New
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$200K
|
+$2.31K
|
+30
|
New
|
|
|
41
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$164K
|
–
|
–
|
–
|
|
|
42
|
FAS Wealth Partners
Leawood,
Kansas
|
$101K
|
–
|
–
|
–
|
|
|
43
|
Arjuna Capital
Durham,
North Carolina
|
$71K
|
–
|
–
|
–
|
|
|
44
|
Advisory Services Network
Atlanta,
Georgia
|
$60K
|
+$57.5K
|
+747
|
New
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$53K
|
–
|
–
|
–
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$48K
|
–
|
–
|
–
|
|
|
48
|
Advisornet Financial
Minnetonka,
Minnesota
|
$48K
|
+$11.6K
|
+151
|
+34%
|
|
|
49
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$44K
|
–
|
–
|
–
|
|
|
50
|
LifePlan Financial Group
Dayton,
Ohio
|
$36K
|
+$34.7K
|
+451
|
New
|
|
