|
26
|
Plancorp LLC
Saint Louis,
Missouri
|
$324K
|
–
|
–
|
–
|
|
|
27
|
Passive Capital Management
Baltimore,
Maryland
|
$282K
|
+$14.4K
|
+255
|
+5%
|
|
|
28
|
Tarbox Family Office
Newport Beach,
California
|
$278K
|
+$3.39K
|
+60
|
+1%
|
|
|
29
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$274K
|
+$961
|
+17
|
+0.3%
|
|
|
30
|
Old Mission Capital
Chicago,
Illinois
|
$263K
|
-$5.01M
|
-88,602
|
-95%
|
|
|
31
|
Tortoise Investment Management
White Plains,
New York
|
$250K
|
–
|
–
|
–
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$242K
|
+$12K
|
+213
|
+5%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$242K
|
+$12K
|
+213
|
+5%
|
|
|
34
|
Evanson Asset Management
Carmel,
California
|
$219K
|
+$4.13K
|
+73
|
+2%
|
|
|
35
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$156K
|
-$40.7K
|
-720
|
-20%
|
|
|
36
|
Orion Capital Management
Coronado,
California
|
$151K
|
–
|
–
|
–
|
|
|
37
|
WealthCollab
Bellevue,
Washington
|
$86.5K
|
+$52.5K
|
+928
|
+147%
|
|
|
38
|
Red Lighthouse Investment Management
New York
|
$84K
|
–
|
–
|
–
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$70.2K
|
+$29.8K
|
+528
|
+72%
|
|
|
40
|
Asset Dedication LLC
San Francisco,
California
|
$28.2K
|
–
|
–
|
–
|
|
|
41
|
Elevation Wealth Partners
Santa Rosa,
California
|
$25.1K
|
+$339
|
+6
|
+1%
|
|
|
42
|
Signature Resources Capital Management
Newport Beach,
California
|
$22.4K
|
-$4.52K
|
-80
|
-17%
|
|
|
43
|
True Wealth Design
Akron,
Ohio
|
$7.94K
|
–
|
–
|
–
|
|
|
44
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$2.06K
|
–
|
–
|
–
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$643K
|
-11,299
|
Closed
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$142K
|
-2,494
|
Closed
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
–
|
-$6.49K
|
-114
|
Closed
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$57
|
-1
|
Closed
|
|
