|
26
|
Polen Capital Management
Boca Raton,
Florida
|
$549K
|
-$178K
|
-5,168
|
-24%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$526K
|
-$11.9K
|
-347
|
-2%
|
|
|
28
|
Cetera Advisors
Denver,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
29
|
Strategic Blueprint
Atlanta,
Georgia
|
$443K
|
+$175K
|
+5,091
|
+65%
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$417K
|
+$416K
|
+12,094
|
New
|
|
|
31
|
TrueWealth Advisors
Birmingham,
Alabama
|
$383K
|
+$37K
|
+1,074
|
+11%
|
|
|
32
|
Financial Advocates Investment Management
Olympia,
Washington
|
$369K
|
+$25.9K
|
+753
|
+8%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$311K
|
-$21.6K
|
-628
|
-7%
|
|
|
34
|
Vicus Capital
State College,
Pennsylvania
|
$311K
|
+$311K
|
+9,024
|
New
|
|
|
35
|
BCGM Wealth Management
Lafayette,
Indiana
|
$286K
|
–
|
–
|
–
|
|
|
36
|
Strategic Financial Concepts
San Antonio,
Texas
|
$283K
|
+$283K
|
+8,218
|
New
|
|
|
37
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$276K
|
+$7.75K
|
+225
|
+3%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$250K
|
-$51.5K
|
-1,495
|
-17%
|
|
|
39
|
Symphony Financial
Houston,
Texas
|
$227K
|
+$229K
|
+6,664
|
New
|
|
|
40
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$215K
|
–
|
–
|
–
|
|
|
41
|
Kestra Advisory Services
Austin,
Texas
|
$204K
|
-$63.2K
|
-1,836
|
-24%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$201K
|
+$201K
|
+5,847
|
New
|
|
|
43
|
Venturi Wealth Management
Austin,
Texas
|
$109K
|
+$109K
|
+3,174
|
New
|
|
|
44
|
Avior Wealth Management
Omaha,
Nebraska
|
$109K
|
+$109K
|
+3,158
|
New
|
|
|
45
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$109K
|
+$7.71K
|
+224
|
+8%
|
|
|
46
|
Values First Advisors
Gray,
Tennessee
|
$106K
|
+$106K
|
+3,082
|
New
|
|
|
47
|
Disciplined Investments
Tulsa,
Oklahoma
|
$93.8K
|
–
|
–
|
–
|
|
|
48
|
Larson Financial Group
St Louis,
Missouri
|
$57.5K
|
+$103
|
+3
|
+0.2%
|
|
|
49
|
UBS Group
Zurich,
Switzerland
|
$42.1K
|
-$39.3K
|
-1,141
|
-48%
|
|
|
50
|
|
$39K
|
–
|
–
|
–
|
|
