|
51
|
XY Planning Network
Bozeman,
Montana
|
$617K
|
+$360K
|
+7,487
|
+139%
|
|
|
52
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$612K
|
-$481
|
-10
|
-0.1%
|
|
|
53
|
Aprio Wealth Management
Atlanta,
Georgia
|
$587K
|
-$91.5K
|
-1,902
|
-13%
|
|
|
54
|
Vontobel Holding
Zurich,
Switzerland
|
$565K
|
–
|
–
|
–
|
|
|
55
|
Archer Investment Management
Austin,
Texas
|
$546K
|
+$3.03K
|
+63
|
+0.6%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$504K
|
-$173K
|
-3,595
|
-25%
|
|
|
57
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$485K
|
+$32.5K
|
+676
|
+7%
|
|
|
58
|
|
$461K
|
-$50.2K
|
-1,043
|
-10%
|
|
|
59
|
Kestra Private Wealth Services
Austin,
Texas
|
$451K
|
+$3.32K
|
+69
|
+0.7%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$391K
|
-$6.93K
|
-144
|
-2%
|
|
|
61
|
Westfuller Advisors
New York
|
$390K
|
+$962
|
+20
|
+0.2%
|
|
|
62
|
EP Wealth Advisors
Torrance,
California
|
$347K
|
+$348K
|
+7,232
|
New
|
|
|
63
|
Lido Advisors
Los Angeles,
California
|
$340K
|
–
|
–
|
–
|
|
|
64
|
MAI Capital Management
Independence,
Ohio
|
$332K
|
+$866
|
+18
|
+0.3%
|
|
|
65
|
Jones Financial Companies
Des Peres,
Missouri
|
$321K
|
+$77.5K
|
+1,611
|
+32%
|
|
|
66
|
AQR Capital Management
Greenwich,
Connecticut
|
$318K
|
–
|
–
|
–
|
|
|
67
|
Kestra Advisory Services
Austin,
Texas
|
$314K
|
+$3.37K
|
+70
|
+1%
|
|
|
68
|
Torren Management
San Diego,
California
|
$311K
|
+$312K
|
+6,479
|
New
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$309K
|
+$21.3K
|
+443
|
+7%
|
|
|
70
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$304K
|
+$305K
|
+6,337
|
New
|
|
|
71
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$295K
|
+$100K
|
+2,082
|
+51%
|
|
|
72
|
LRI Investments
Palm Beach Gardens,
Florida
|
$291K
|
+$143K
|
+2,965
|
+95%
|
|
|
73
|
Dorval Corp
Maple Grove,
Minnesota
|
$275K
|
–
|
–
|
–
|
|
|
74
|
KilterHowling LLC
Boulder,
Colorado
|
$272K
|
-$866
|
-18
|
-0.3%
|
|
|
75
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$232K
|
+$1.83K
|
+38
|
+0.8%
|
|
