|
301
|
Waterloo Capital
Austin,
Texas
|
$1.23M
|
+$514K
|
+23,097
|
+77%
|
|
|
302
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.22M
|
+$41.3K
|
+1,857
|
+4%
|
|
|
303
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.21M
|
+$1.17M
|
+52,682
|
New
|
|
|
304
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$1.21M
|
-$7.88K
|
-354
|
-0.7%
|
|
|
305
|
SageView Advisory Group
Newport Beach,
California
|
$1.2M
|
-$1,000K
|
-44,912
|
Closed
|
|
|
306
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.19M
|
-$4.66M
|
-209,234
|
-80%
|
|
|
307
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.18M
|
+$358K
|
+16,084
|
+46%
|
|
|
308
|
Twele Capital Management
Minnetonka,
Minnesota
|
$1.18M
|
-$137K
|
-6,167
|
-11%
|
|
|
309
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.17M
|
-$997K
|
-44,800
|
-47%
|
|
|
310
|
TFB Advisors
Overland Park,
Kansas
|
$1.16M
|
-$317K
|
-14,235
|
-22%
|
|
|
311
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.16M
|
-$381K
|
-17,105
|
-25%
|
|
|
312
|
RFG Advisory
Birmingham,
Alabama
|
$1.14M
|
-$585K
|
-26,281
|
-35%
|
|
|
313
|
Continuum Advisory
Eagle,
Idaho
|
$1.12M
|
+$54.5K
|
+2,449
|
+5%
|
|
|
314
|
Wealthfront Advisers
Palo Alto,
California
|
$1.12M
|
+$53.7K
|
+2,412
|
+5%
|
|
|
315
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$1.11M
|
–
|
–
|
–
|
|
|
316
|
Simplicity Wealth
Summit,
New Jersey
|
$1.1M
|
-$409K
|
-18,380
|
-28%
|
|
|
317
|
Integrated Advisors Network
Dallas,
Texas
|
$1.1M
|
-$54K
|
-2,426
|
-5%
|
|
|
318
|
The Family Firm
Bethesda,
Maryland
|
$1.1M
|
+$363K
|
+16,296
|
+52%
|
|
|
319
|
Cosner Financial Group
Windsor,
Colorado
|
$1.09M
|
-$932K
|
-41,888
|
-47%
|
|
|
320
|
Willis Johnson & Associates
Houston,
Texas
|
$1.08M
|
-$35.1K
|
-1,577
|
-3%
|
|
|
321
|
Citadel Advisors
Miami,
Florida
|
$1.07M
|
+$1M
|
+44,955
|
+2,763%
|
|
|
322
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.05M
|
+$290K
|
+13,035
|
+41%
|
|
|
323
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.04M
|
+$2.96K
|
+133
|
+0.3%
|
|
|
324
|
Day & Ennis
Macon,
Georgia
|
$1.03M
|
-$741K
|
-33,303
|
-43%
|
|
|
325
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
