|
51
|
Citadel Advisors
Miami,
Florida
|
$375K
|
+$19K
|
+734
|
+5%
|
|
|
52
|
Clearstead Advisors
Cleveland,
Ohio
|
$370K
|
-$1.27K
|
-49
|
-0.3%
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$358K
|
+$20K
|
+776
|
+6%
|
|
|
54
|
Tassel Capital Management
Matthews,
North Carolina
|
$328K
|
+$328K
|
+12,704
|
New
|
|
|
55
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$304K
|
+$40.6K
|
+1,570
|
+15%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$269K
|
+$130K
|
+5,033
|
+94%
|
|
|
57
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$257K
|
–
|
–
|
–
|
|
|
58
|
Wealth Quarterback
Toms River,
New Jersey
|
$245K
|
+$37.2K
|
+1,441
|
+18%
|
|
|
59
|
Net Worth Advisory Group
Sandy,
Utah
|
$237K
|
-$112K
|
-4,355
|
-32%
|
|
|
60
|
Savvy Advisors Inc
New York
|
$222K
|
+$222K
|
+8,607
|
New
|
|
|
61
|
IMA Advisory Services
Denver,
Colorado
|
$219K
|
–
|
–
|
–
|
|
|
62
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$212K
|
–
|
–
|
–
|
|
|
63
|
Key Financial Inc
West Chester,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
|
64
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$148K
|
–
|
–
|
–
|
|
|
65
|
Larson Financial Group
St Louis,
Missouri
|
$70K
|
+$491
|
+19
|
+0.7%
|
|
|
66
|
Gilpin Wealth Management
Denver,
Colorado
|
$52.8K
|
–
|
–
|
–
|
|
|
67
|
Asset Dedication LLC
San Francisco,
California
|
$44.5K
|
-$60K
|
-2,322
|
-57%
|
|
|
68
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$25K
|
+$413
|
+16
|
+2%
|
|
|
69
|
International Assets Investment Management
Orlando,
Florida
|
$19.4K
|
+$19.4K
|
+753
|
New
|
|
|
70
|
Community Financial Services Group
Newport,
Vermont
|
$3.23K
|
–
|
–
|
–
|
|
|
71
|
Private Trust Company
Cleveland,
Ohio
|
$2.22K
|
–
|
–
|
–
|
|
|
72
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.42K
|
–
|
–
|
–
|
|
|
73
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$108
|
–
|
–
|
–
|
|
|
74
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.37M
|
-53,694
|
Closed
|
|
|
75
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$404K
|
-15,775
|
Closed
|
|
