|
26
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$947K
|
–
|
–
|
–
|
|
|
27
|
Mercer Global Advisors
Denver,
Colorado
|
$936K
|
+$911K
|
+17,607
|
New
|
|
|
28
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$821K
|
–
|
–
|
–
|
|
|
29
|
Prairiewood Capital
Fargo,
North Dakota
|
$818K
|
–
|
–
|
–
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$808K
|
+$786K
|
+15,195
|
New
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$758K
|
–
|
–
|
–
|
|
|
32
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$757K
|
-$307K
|
-5,933
|
-29%
|
|
|
33
|
MilWealth Group
Milwaukee,
Wisconsin
|
$680K
|
-$54.1K
|
-1,045
|
-8%
|
|
|
34
|
Savvy Advisors Inc
New York
|
$646K
|
-$58K
|
-1,122
|
-8%
|
|
|
35
|
Schiavi & Co
Wilmington,
Delaware
|
$522K
|
–
|
–
|
–
|
|
|
36
|
|
$499K
|
–
|
–
|
–
|
|
|
37
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
$351K
|
–
|
–
|
–
|
|
|
38
|
XY Planning Network
Bozeman,
Montana
|
$351K
|
-$98.1K
|
-1,896
|
-22%
|
|
|
39
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
$271K
|
–
|
–
|
–
|
|
|
40
|
Citadel Advisors
Miami,
Florida
|
$233K
|
+$227K
|
+4,385
|
New
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$182K
|
–
|
–
|
–
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
$23.9K
|
-$48.8K
|
-943
|
-68%
|
|
|
43
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$1.42M
|
-30,463
|
Closed
|
|
|
44
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$309K
|
-6,642
|
Closed
|
|
|
45
|
L2 Asset Management
Wayland,
Massachusetts
|
–
|
-$303K
|
-6,516
|
Closed
|
|
