|
51
|
Rebalance
Palo Alto,
California
|
$1.04M
|
+$542K
|
+23,361
|
+108%
|
|
|
52
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$1.02M
|
-$11.1K
|
-477
|
-1%
|
|
|
53
|
Denver PWM
Denver,
Colorado
|
$1.01M
|
-$5.16M
|
-222,226
|
-84%
|
|
|
54
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1M
|
-$155K
|
-6,688
|
-13%
|
|
|
55
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$982K
|
+$983K
|
+42,345
|
New
|
|
|
56
|
UBS Group
Zurich,
Switzerland
|
$977K
|
+$724K
|
+31,190
|
+285%
|
|
|
57
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$966K
|
+$7.82K
|
+337
|
+0.8%
|
|
|
58
|
Steele Capital Management
Dubuque,
Iowa
|
$950K
|
-$179K
|
-7,706
|
-16%
|
|
|
59
|
Delta Wealth Advisors
Indianapolis,
Indiana
|
$920K
|
+$920K
|
+39,648
|
New
|
|
|
60
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$916K
|
+$114K
|
+4,911
|
+14%
|
|
|
61
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$845K
|
+$845K
|
+36,416
|
New
|
|
|
62
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$845K
|
+$845K
|
+36,416
|
New
|
|
|
63
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$836K
|
+$12.7K
|
+546
|
+2%
|
|
|
64
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$778K
|
+$778K
|
+33,540
|
New
|
|
|
65
|
Howland Capital Management
Boston,
Massachusetts
|
$748K
|
–
|
–
|
–
|
|
|
66
|
Richard P. Slaughter Associates
Austin,
Texas
|
$728K
|
-$175K
|
-7,528
|
-19%
|
|
|
67
|
10Elms LLP
Tulsa,
Oklahoma
|
$657K
|
+$657K
|
+28,318
|
New
|
|
|
68
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$648K
|
+$65K
|
+2,801
|
+11%
|
|
|
69
|
Two Sigma Securities
New York
|
$629K
|
+$630K
|
+27,132
|
New
|
|
|
70
|
Diversify Advisory Services
Sandy,
Utah
|
$596K
|
-$1.32K
|
-57
|
-0.2%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$565K
|
+$1.09K
|
+47
|
+0.2%
|
|
|
72
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$550K
|
+$550K
|
+23,702
|
New
|
|
|
73
|
Savant Capital
Rockford,
Illinois
|
$545K
|
+$55.9K
|
+2,407
|
+11%
|
|
|
74
|
Summit Wealth Partners
Orlando,
Florida
|
$544K
|
-$9.82K
|
-423
|
-2%
|
|
|
75
|
Rialto Wealth Management
Syracuse,
New York
|
$506K
|
+$506K
|
+21,803
|
New
|
|
