|
51
|
XY Planning Network
Bozeman,
Montana
|
$618K
|
+$9.24K
|
+193
|
+1%
|
|
|
52
|
Citadel Advisors
Miami,
Florida
|
$607K
|
-$519K
|
-10,833
|
-46%
|
|
|
53
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$606K
|
–
|
–
|
–
|
|
|
54
|
Aprio Wealth Management
Atlanta,
Georgia
|
$583K
|
+$1.44K
|
+30
|
+0.2%
|
|
|
55
|
|
$576K
|
+$581K
|
+12,125
|
New
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
$575K
|
+$580K
|
+12,104
|
New
|
|
|
57
|
|
$562K
|
+$107K
|
+2,232
|
+23%
|
|
|
58
|
Vontobel Holding
Zurich,
Switzerland
|
$560K
|
–
|
–
|
–
|
|
|
59
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$509K
|
+$28.5K
|
+595
|
+6%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$470K
|
+$160K
|
+3,341
|
+51%
|
|
|
61
|
Kestra Private Wealth Services
Austin,
Texas
|
$425K
|
-$21.7K
|
-453
|
-5%
|
|
|
62
|
|
$376K
|
+$379K
|
+7,920
|
New
|
|
|
63
|
KilterHowling LLC
Boulder,
Colorado
|
$372K
|
+$104K
|
+2,169
|
+38%
|
|
|
64
|
MML Investors Services
Springfield,
Massachusetts
|
$359K
|
-$28.6K
|
-597
|
-7%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$331K
|
+$25.9K
|
+541
|
+8%
|
|
|
66
|
MAI Capital Management
Independence,
Ohio
|
$330K
|
+$431
|
+9
|
+0.1%
|
|
|
67
|
GWN Securities
Palm Beach Gardens,
Florida
|
$326K
|
+$97.8K
|
+2,043
|
+42%
|
|
|
68
|
Torren Management
San Diego,
California
|
$316K
|
+$8.67K
|
+181
|
+3%
|
|
|
69
|
AQR Capital Management
Greenwich,
Connecticut
|
$315K
|
–
|
–
|
–
|
|
|
70
|
Dorval Corp
Maple Grove,
Minnesota
|
$303K
|
+$30.6K
|
+640
|
+11%
|
|
|
71
|
LRI Investments
Palm Beach Gardens,
Florida
|
$292K
|
+$3.93K
|
+82
|
+1%
|
|
|
72
|
CIBC Bancorp USA
Chicago,
Illinois
|
$292K
|
+$295K
|
+6,152
|
New
|
|
|
73
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$276K
|
+$279K
|
+5,817
|
New
|
|
|
74
|
EP Wealth Advisors
Torrance,
California
|
$269K
|
-$75.4K
|
-1,575
|
-22%
|
|
|
75
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$260K
|
+$263K
|
+5,500
|
New
|
|
