|
51
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$690K
|
+$690K
|
+14,542
|
New
|
|
|
52
|
Ameriprise
Minneapolis,
Minnesota
|
$682K
|
-$62.5K
|
-1,317
|
-8%
|
|
|
53
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$657K
|
+$142
|
+3
|
+0%
|
|
|
54
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$587K
|
-$19.3K
|
-406
|
-3%
|
|
|
55
|
|
$578K
|
+$15.8K
|
+333
|
+3%
|
|
|
56
|
XY Planning Network
Bozeman,
Montana
|
$562K
|
-$58.2K
|
-1,227
|
-9%
|
|
|
57
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$550K
|
+$40.8K
|
+860
|
+8%
|
|
|
58
|
Vontobel Holding
Zurich,
Switzerland
|
$517K
|
-$42.1K
|
-887
|
-8%
|
|
|
59
|
Aprio Wealth Management
Atlanta,
Georgia
|
$458K
|
-$125K
|
-2,625
|
-21%
|
|
|
60
|
Savant Capital
Rockford,
Illinois
|
$433K
|
-$220K
|
-4,643
|
-34%
|
|
|
61
|
Kestra Private Wealth Services
Austin,
Texas
|
$427K
|
+$2.56K
|
+54
|
+0.6%
|
|
|
62
|
Values Added Financial
Washington,
District of Columbia
|
$420K
|
+$167K
|
+3,520
|
+66%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$407K
|
+$407K
|
+8,580
|
New
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$403K
|
+$44.3K
|
+934
|
+12%
|
|
|
65
|
KilterHowling LLC
Boulder,
Colorado
|
$356K
|
-$16.4K
|
-345
|
-4%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$351K
|
+$19.7K
|
+416
|
+6%
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$331K
|
-$139K
|
-2,932
|
-30%
|
|
|
68
|
MAI Capital Management
Independence,
Ohio
|
$330K
|
+$664
|
+14
|
+0.2%
|
|
|
69
|
Torren Management
San Diego,
California
|
$324K
|
+$7.83K
|
+165
|
+2%
|
|
|
70
|
AQR Capital Management
Greenwich,
Connecticut
|
$315K
|
–
|
–
|
–
|
|
|
71
|
Arax Advisory Partners
Denver,
Colorado
|
$315K
|
+$315K
|
+6,641
|
New
|
|
|
72
|
Dorval Corp
Maple Grove,
Minnesota
|
$303K
|
+$47
|
+1
|
+0%
|
|
|
73
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$293K
|
+$293K
|
+6,181
|
New
|
|
|
74
|
LRI Investments
Palm Beach Gardens,
Florida
|
$292K
|
–
|
–
|
–
|
|
|
75
|
CIBC Bancorp USA
Chicago,
Illinois
|
$292K
|
–
|
–
|
–
|
|
