|
501
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$218K
|
+$201K
|
+3,186
|
New
|
|
|
502
|
Journey Strategic Wealth
Summit,
New Jersey
|
$216K
|
+$199K
|
+3,152
|
New
|
|
|
503
|
Claris Advisors
St. Louis,
Missouri
|
$208K
|
+$191K
|
+3,035
|
New
|
|
|
504
|
Austin Private Wealth
Austin,
Texas
|
$203K
|
+$186K
|
+2,955
|
New
|
|
|
505
|
US Bancorp
Minneapolis,
Minnesota
|
$196K
|
-$13.9K
|
-221
|
-7%
|
|
|
506
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$192K
|
-$34.3K
|
-545
|
-16%
|
|
|
507
|
Westside Investment Management
Santa Monica,
California
|
$179K
|
+$69.9K
|
+1,110
|
+74%
|
|
|
508
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$172K
|
-$16.2K
|
-257
|
-9%
|
|
|
509
|
Tidemark
San Diego,
California
|
$168K
|
-$4.8M
|
-76,168
|
-97%
|
|
|
510
|
Kennebec Savings Bank
Augusta,
Maine
|
$165K
|
-$2.58K
|
-41
|
-2%
|
|
|
511
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$164K
|
–
|
–
|
–
|
|
|
512
|
Private Trust Company
Cleveland,
Ohio
|
$155K
|
–
|
–
|
–
|
|
|
513
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$123K
|
+$51.8K
|
+823
|
+84%
|
|
|
514
|
Steward Partners Investment Advisory
New York
|
$105K
|
+$1.7K
|
+27
|
+2%
|
|
|
515
|
First Horizon Advisors
Memphis,
Tennessee
|
$101K
|
–
|
–
|
–
|
|
|
516
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$96.3K
|
+$63
|
+1
|
+0.1%
|
|
|
517
|
North Capital
Salt Lake City,
Utah
|
$92.3K
|
–
|
–
|
–
|
|
|
518
|
TFC Financial Management
Boston,
Massachusetts
|
$91K
|
–
|
–
|
–
|
|
|
519
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$86.8K
|
–
|
–
|
–
|
|
|
520
|
Clarity Asset Management
Ames,
Iowa
|
$85.9K
|
+$31.6K
|
+501
|
+67%
|
|
|
521
|
South Plains Financial
Lubbock,
Texas
|
$75.3K
|
+$26.3K
|
+417
|
+61%
|
|
|
522
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$74K
|
-$82.9K
|
-1,316
|
-55%
|
|
|
523
|
Geneos Wealth Management
Englewood,
Colorado
|
$72K
|
-$398K
|
-6,323
|
-86%
|
|
|
524
|
Arax Advisory Partners
Denver,
Colorado
|
$66.8K
|
-$1.32K
|
-21
|
-2%
|
|
|
525
|
CVA Family Office
Denver,
Colorado
|
$57.8K
|
-$252
|
-4
|
-0.5%
|
|
