|
601
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.12M
|
+$1.12M
|
+12,210
|
New
|
|
|
602
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.11M
|
+$394K
|
+4,302
|
+55%
|
|
|
603
|
Quantinno Capital Management
New York
|
$1.1M
|
-$240K
|
-2,617
|
-18%
|
|
|
604
|
Capital Planning
Bellevue,
Washington
|
$1.1M
|
+$1.1M
|
+11,988
|
New
|
|
|
605
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$1.08M
|
-$419K
|
-4,573
|
-28%
|
|
|
606
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
$1.08M
|
+$12.5K
|
+136
|
+1%
|
|
|
607
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.08M
|
+$43.9K
|
+479
|
+4%
|
|
|
608
|
TAP Consulting
Kirkwood,
Missouri
|
$1.07M
|
+$179K
|
+1,954
|
+20%
|
|
|
609
|
Welch Group
Birmingham,
Alabama
|
$1.06M
|
+$5.96K
|
+65
|
+0.6%
|
|
|
610
|
Summit Financial
Parsippany,
New Jersey
|
$1.06M
|
-$345K
|
-3,764
|
-25%
|
|
|
611
|
Epoch Investment Partners
New York
|
$1.06M
|
+$496K
|
+5,413
|
+89%
|
|
|
612
|
Bailard
Foster City,
California
|
$1.04M
|
-$985K
|
-10,750
|
-49%
|
|
|
613
|
Tidemark
San Diego,
California
|
$1.04M
|
-$1.55M
|
-16,902
|
-60%
|
|
|
614
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.03M
|
-$5.5K
|
-60
|
-0.5%
|
|
|
615
|
Napatree Capital
Westerly,
Rhode Island
|
$1.03M
|
-$40.8K
|
-445
|
-4%
|
|
|
616
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.03M
|
-$263K
|
-2,873
|
-20%
|
|
|
617
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.01M
|
+$25.3K
|
+276
|
+3%
|
|
|
618
|
Realta Investment Advisors
Wilmington,
Delaware
|
$1.01M
|
+$414K
|
+4,523
|
+69%
|
|
|
619
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
620
|
Arlington Partners
Birmingham,
Alabama
|
$1M
|
–
|
–
|
–
|
|
|
621
|
Essex Financial Services
Essex,
Connecticut
|
$1M
|
+$413K
|
+4,503
|
+70%
|
|
|
622
|
SVB Wealth
Boston,
Massachusetts
|
$992K
|
-$100K
|
-1,095
|
-9%
|
|
|
623
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$988K
|
+$487K
|
+5,313
|
+97%
|
|
|
624
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$979K
|
+$636K
|
+6,943
|
+186%
|
|
|
625
|
|
$979K
|
-$407K
|
-4,440
|
-29%
|
|
