|
26
|
Plancorp LLC
Saint Louis,
Missouri
|
$296K
|
–
|
–
|
–
|
|
|
27
|
Level Financial Advisors
East Amherst,
New York
|
$288K
|
–
|
–
|
–
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$270K
|
-$918K
|
-17,831
|
-77%
|
|
|
29
|
Team Hewins
Redwood City,
California
|
$264K
|
+$772
|
+15
|
+0.3%
|
|
|
30
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$245K
|
+$34.8K
|
+677
|
+17%
|
|
|
31
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$243K
|
+$243K
|
+4,727
|
New
|
|
|
32
|
Savant Capital
Rockford,
Illinois
|
$234K
|
-$20.7K
|
-403
|
-8%
|
|
|
33
|
TCI Wealth Advisors
Tucson,
Arizona
|
$232K
|
–
|
–
|
–
|
|
|
34
|
Axxcess Wealth Management
Carlsbad,
California
|
$230K
|
–
|
–
|
–
|
|
|
35
|
Burton Enright Welch
Walnut Creek,
California
|
$216K
|
–
|
–
|
–
|
|
|
36
|
Curio Wealth
Annapolis,
Maryland
|
$211K
|
-$214K
|
-4,167
|
-100%
|
|
|
37
|
PrairieView Partners
St. Paul,
Minnesota
|
$205K
|
-$2.01K
|
-39
|
-1%
|
|
|
38
|
Addison Advisors
Middlebury,
Vermont
|
$163K
|
+$35.3K
|
+685
|
+27%
|
|
|
39
|
True Wealth Design
Akron,
Ohio
|
$151K
|
+$66.2K
|
+1,286
|
+78%
|
|
|
40
|
WealthCollab
Bellevue,
Washington
|
$128K
|
–
|
–
|
–
|
|
|
41
|
Red Lighthouse Investment Management
New York
|
$54.8K
|
-$412
|
-8
|
-0.7%
|
|
|
42
|
|
$47.4K
|
+$14.8K
|
+288
|
+45%
|
|
|
43
|
Tortoise Investment Management
White Plains,
New York
|
$36K
|
–
|
–
|
–
|
|
|
44
|
Orion Capital Management
Coronado,
California
|
$33.6K
|
-$25.8K
|
-502
|
-43%
|
|
|
45
|
Elevation Wealth Partners
Santa Rosa,
California
|
$25.4K
|
+$25.4K
|
+494
|
New
|
|
|
46
|
Parkworth Wealth Management
Los Gatos,
California
|
$22.2K
|
–
|
–
|
–
|
|
|
47
|
Signature Resources Capital Management
Newport Beach,
California
|
$7.66K
|
–
|
–
|
–
|
|
|
48
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
+$2.52K
|
+49
|
New
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$564
|
+$566
|
+11
|
New
|
|
|
50
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$753K
|
-14,932
|
Closed
|
|
