|
51
|
Cardiff Park Advisors
Carlsbad,
California
|
$353K
|
–
|
–
|
–
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$346K
|
+$130K
|
+3,182
|
+58%
|
|
|
53
|
Mattern Wealth Management
Lawrence,
Kansas
|
$330K
|
-$33.4K
|
-819
|
-9%
|
|
|
54
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$310K
|
+$136K
|
+3,326
|
+75%
|
|
|
55
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$304K
|
-$33.6K
|
-825
|
-10%
|
|
|
56
|
Financial Connections Group
Corte Madera,
California
|
$272K
|
-$82
|
-2
|
-0%
|
|
|
57
|
MGO One Seven
Beachwood,
Ohio
|
$261K
|
+$489
|
+12
|
+0.2%
|
|
|
58
|
Chico Wealth RIA
Chico,
California
|
$253K
|
–
|
–
|
–
|
|
|
59
|
Tortoise Investment Management
White Plains,
New York
|
$235K
|
-$195K
|
-4,780
|
-45%
|
|
|
60
|
Pathstone Family Office
Englewood,
New Jersey
|
$227K
|
–
|
–
|
–
|
|
|
61
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$219K
|
+$2.57K
|
+63
|
+1%
|
|
|
62
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$214K
|
–
|
–
|
–
|
|
|
63
|
EP Wealth Advisors
Torrance,
California
|
$206K
|
-$539K
|
-13,232
|
-72%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$181K
|
-$63.2K
|
-1,550
|
-25%
|
|
|
65
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$116K
|
+$21.4K
|
+524
|
+22%
|
|
|
66
|
Mendota Financial Group
Madison,
Wisconsin
|
$95.5K
|
+$1.1K
|
+27
|
+1%
|
|
|
67
|
LAM Group
Lake Oswego,
Oregon
|
$77K
|
-$9.17K
|
-225
|
-10%
|
|
|
68
|
|
$52.1K
|
+$53.3K
|
+1,308
|
New
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$48.6K
|
+$49.8K
|
+1,222
|
New
|
|
|
70
|
Huntington National Bank
Columbus,
Ohio
|
$33.2K
|
–
|
–
|
–
|
|
|
71
|
Aspire Private Capital
Cornelius,
North Carolina
|
$13.4K
|
–
|
–
|
–
|
|
|
72
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.7K
|
-$7.91K
|
-194
|
-38%
|
|
|
73
|
Orion Capital Management
Coronado,
California
|
$12.2K
|
+$12.5K
|
+307
|
New
|
|
|
74
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$9.74K
|
–
|
–
|
–
|
|
|
75
|
Harbour Investments
Madison,
Wisconsin
|
$835
|
–
|
–
|
–
|
|
