|
26
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.92M
|
-$201K
|
-4,322
|
-5%
|
|
|
27
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$3.9M
|
-$1.51M
|
-32,443
|
-29%
|
|
|
28
|
Defined Wealth Management
Beaverton,
Oregon
|
$3.55M
|
+$3.33M
|
+71,846
|
New
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$3.17M
|
-$96.1K
|
-2,071
|
-3%
|
|
|
30
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.17M
|
–
|
–
|
–
|
|
|
31
|
|
$2.83M
|
+$2.18M
|
+47,016
|
+463%
|
|
|
32
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.74M
|
-$1.02M
|
-21,881
|
-28%
|
|
|
33
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.69M
|
-$23.5K
|
-507
|
-0.9%
|
|
|
34
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$2.63M
|
-$449K
|
-9,673
|
-15%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$2.55M
|
+$205K
|
+4,425
|
+9%
|
|
|
36
|
MML Investors Services
Springfield,
Massachusetts
|
$2.55M
|
-$784K
|
-16,895
|
-25%
|
|
|
37
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$2.39M
|
+$9.24K
|
+199
|
+0.4%
|
|
|
38
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.34M
|
-$1.42M
|
-30,519
|
-39%
|
|
|
39
|
Lido Advisors
Los Angeles,
California
|
$2.33M
|
-$24.5K
|
-528
|
-1%
|
|
|
40
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.2M
|
+$104K
|
+2,250
|
+5%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$2.14M
|
+$196K
|
+4,216
|
+11%
|
|
|
42
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.12M
|
+$1.99M
|
+42,858
|
New
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.89M
|
-$23.3M
|
-502,175
|
-93%
|
|
|
44
|
Ballew Advisors
Jackson,
Mississippi
|
$1.86M
|
-$58.7K
|
-1,264
|
-3%
|
|
|
45
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.76M
|
–
|
–
|
–
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.63M
|
-$653K
|
-14,080
|
-30%
|
|
|
47
|
Ranch Capital Advisors
Sarasota,
Florida
|
$1.63M
|
+$82.7K
|
+1,781
|
+6%
|
|
|
48
|
Rockefeller Capital Management
New York
|
$1.63M
|
+$17K
|
+366
|
+1%
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.61M
|
+$1.51M
|
+32,615
|
New
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.51M
|
-$467K
|
-10,069
|
-25%
|
|
