|
26
|
Cozad Asset Management
Champaign,
Illinois
|
$470K
|
–
|
–
|
–
|
|
|
27
|
One Wealth Advisors
San Francisco,
California
|
$464K
|
-$18.3K
|
-305
|
-3%
|
|
|
28
|
Raymond James Financial
St Petersburg,
Florida
|
$458K
|
-$502K
|
-8,358
|
-49%
|
|
|
29
|
Sonoma Allocations
Santa Rosa,
California
|
$438K
|
+$108K
|
+1,798
|
+29%
|
|
|
30
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$438K
|
+$124K
|
+2,064
|
+34%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$434K
|
+$216K
|
+3,591
|
+79%
|
|
|
32
|
Essex Financial Services
Essex,
Connecticut
|
$433K
|
+$487K
|
+8,106
|
New
|
|
|
33
|
Avise Financial Cooperative
Los Angeles,
California
|
$432K
|
-$506K
|
-8,426
|
-51%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$431K
|
-$16.2K
|
-269
|
-3%
|
|
|
35
|
Bailard
Foster City,
California
|
$427K
|
–
|
–
|
–
|
|
|
36
|
OneAscent Financial Services
Birmingham,
Alabama
|
$404K
|
+$126K
|
+2,106
|
+39%
|
|
|
37
|
|
$349K
|
+$172K
|
+2,872
|
+78%
|
|
|
38
|
Spinnaker Investment Group
Newport Beach,
California
|
$329K
|
–
|
–
|
–
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$320K
|
+$32.4K
|
+539
|
+10%
|
|
|
40
|
GeoWealth Management
Chicago,
Illinois
|
$314K
|
+$173K
|
+2,879
|
+96%
|
|
|
41
|
Brookstone Capital Management
Wheaton,
Illinois
|
$304K
|
+$34.1K
|
+567
|
+11%
|
|
|
42
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$300K
|
+$20.4K
|
+340
|
+6%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$293K
|
+$64.1K
|
+1,068
|
+24%
|
|
|
44
|
Equitable Holdings
New York
|
$292K
|
+$55.8K
|
+929
|
+20%
|
|
|
45
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$290K
|
-$45.2K
|
-752
|
-12%
|
|
|
46
|
Basso Capital Management
Stamford,
Connecticut
|
$277K
|
+$312K
|
+5,197
|
New
|
|
|
47
|
Sankala Group
Lyons,
Colorado
|
$273K
|
-$8.89K
|
-148
|
-3%
|
|
|
48
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$259K
|
+$420
|
+7
|
+0.1%
|
|
|
49
|
Vise Technologies
New York
|
$255K
|
+$287K
|
+4,778
|
New
|
|
|
50
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$255K
|
+$52K
|
+866
|
+22%
|
|
