|
51
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
52
|
|
$1.13M
|
+$1.13M
|
+24,289
|
New
|
|
|
53
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$1.06M
|
-$337K
|
-7,227
|
-24%
|
|
|
54
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
55
|
Cardiff Park Advisors
Carlsbad,
California
|
$857K
|
-$59.1K
|
-1,267
|
-6%
|
|
|
56
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$820K
|
+$218K
|
+4,684
|
+36%
|
|
|
57
|
Diversify Advisory Services
Sandy,
Utah
|
$546K
|
+$550K
|
+11,793
|
New
|
|
|
58
|
Diversify Wealth Management
Sandy,
Utah
|
$546K
|
+$550K
|
+11,793
|
New
|
|
|
59
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$512K
|
+$23K
|
+494
|
+5%
|
|
|
60
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$461K
|
-$69.4K
|
-1,488
|
-13%
|
|
|
61
|
Marrick Wealth
Irvine,
California
|
$418K
|
+$92.2K
|
+1,977
|
+28%
|
|
|
62
|
Farther Finance Advisors
San Francisco,
California
|
$417K
|
+$93
|
+2
|
+0%
|
|
|
63
|
Apella Capital
West Hartford,
Connecticut
|
$410K
|
–
|
–
|
–
|
|
|
64
|
Investment Advisory Group
Hanover,
Massachusetts
|
$410K
|
+$14K
|
+300
|
+4%
|
|
|
65
|
Trailhead Planners
Edina,
Minnesota
|
$382K
|
-$39.3K
|
-843
|
-9%
|
|
|
66
|
NWAM LLC
Mercer Island,
Washington
|
$381K
|
+$4.01K
|
+86
|
+1%
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$338K
|
–
|
–
|
–
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$333K
|
-$30.4K
|
-651
|
-8%
|
|
|
69
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$330K
|
–
|
–
|
–
|
|
|
70
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$314K
|
+$314K
|
+6,742
|
New
|
|
|
71
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$257K
|
+$257K
|
+5,519
|
New
|
|
|
72
|
Index Fund Advisors
Irvine,
California
|
$255K
|
+$50.8K
|
+1,090
|
+25%
|
|
|
73
|
UBS Group
Zurich,
Switzerland
|
$233K
|
+$230K
|
+4,932
|
+7,829%
|
|
|
74
|
Freedom Day Solutions
Houston,
Texas
|
$227K
|
+$227K
|
+4,875
|
New
|
|
|
75
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$219K
|
-$5.41K
|
-116
|
-2%
|
|
