|
26
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$757K
|
+$823K
|
+13,320
|
New
|
|
|
27
|
Fort Point Capital Partners
San Francisco,
California
|
$692K
|
+$752K
|
+12,180
|
New
|
|
|
28
|
|
$603K
|
-$1.92M
|
-31,022
|
-75%
|
|
|
29
|
Lido Advisors
Los Angeles,
California
|
$574K
|
+$624K
|
+10,110
|
New
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$531K
|
+$577K
|
+9,346
|
New
|
|
|
31
|
Menard Financial Group
Houston,
Texas
|
$525K
|
+$570K
|
+9,228
|
New
|
|
|
32
|
|
$513K
|
+$557K
|
+9,020
|
New
|
|
|
33
|
KeyBank National Association
Cleveland,
Ohio
|
$485K
|
–
|
–
|
–
|
|
|
34
|
|
$471K
|
+$500K
|
+8,090
|
+4,349%
|
|
|
35
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$459K
|
+$498K
|
+8,066
|
New
|
|
|
36
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$449K
|
-$124
|
-2
|
-0%
|
|
|
37
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$424K
|
+$101K
|
+1,640
|
+28%
|
|
|
38
|
Cutler Group
San Francisco,
California
|
$363K
|
+$395K
|
+6,400
|
New
|
|
|
39
|
CreativeOne Wealth
Overland Park,
Kansas
|
$353K
|
-$71K
|
-1,150
|
-16%
|
|
|
40
|
SVB Wealth
Boston,
Massachusetts
|
$344K
|
+$70.4K
|
+1,140
|
+23%
|
|
|
41
|
Triton Wealth Management
Sun City,
Arizona
|
$323K
|
-$122K
|
-1,970
|
-28%
|
|
|
42
|
Spire Wealth Management
Mclean,
Virginia
|
$291K
|
+$149K
|
+2,410
|
+89%
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
$277K
|
-$628K
|
-10,172
|
-68%
|
|
|
44
|
LexAurum Advisors
Overland Park,
Kansas
|
$272K
|
–
|
–
|
–
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$250K
|
–
|
–
|
–
|
|
|
46
|
KWMG LLC
Overland Park,
Kansas
|
$243K
|
+$15.6K
|
+252
|
+6%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$237K
|
+$257K
|
+4,160
|
New
|
|
|
48
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$230K
|
+$6.55K
|
+106
|
+3%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$219K
|
–
|
–
|
–
|
|
|
50
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$208K
|
+$18.5K
|
+300
|
+9%
|
|
