|
26
|
Regis Management Company
Menlo Park,
California
|
$898K
|
–
|
–
|
–
|
|
|
27
|
Koshinski Asset Management
Decatur,
Illinois
|
$876K
|
+$841K
|
+36,207
|
New
|
|
|
28
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$862K
|
–
|
–
|
–
|
|
|
29
|
CVA Family Office
Denver,
Colorado
|
$849K
|
+$812K
|
+34,949
|
New
|
|
|
30
|
NBT Bank
Norwich,
New York
|
$759K
|
+$117K
|
+5,025
|
+19%
|
|
|
31
|
Gilbert & Cook
West Des Moines,
Iowa
|
$565K
|
-$298K
|
-12,824
|
-36%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$528K
|
-$27.2K
|
-1,172
|
-5%
|
|
|
33
|
Cetera Advisor Networks
El Segundo,
California
|
$482K
|
+$32.9K
|
+1,417
|
+8%
|
|
|
34
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$476K
|
+$14K
|
+603
|
+3%
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$444K
|
-$111K
|
-4,760
|
-21%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$427K
|
-$57.4K
|
-2,472
|
-12%
|
|
|
37
|
Atria Investments
Charlotte,
North Carolina
|
$407K
|
-$118K
|
-5,085
|
-23%
|
|
|
38
|
Private Vista
Chicago,
Illinois
|
$406K
|
–
|
–
|
–
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$381K
|
+$364K
|
+15,676
|
New
|
|
|
40
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$347K
|
–
|
–
|
–
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$313K
|
+$299K
|
+12,876
|
New
|
|
|
43
|
BBVA USA Bancshares
Houston,
Texas
|
$308K
|
-$124K
|
-5,352
|
-30%
|
|
|
44
|
Well Done LLC
Holland,
Michigan
|
$305K
|
–
|
–
|
–
|
|
|
45
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$288K
|
-$697
|
-30
|
-0.3%
|
|
|
46
|
Country Club Trust
Kansas City,
Missouri
|
$255K
|
–
|
–
|
–
|
|
|
47
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$251K
|
+$23.2K
|
+1,000
|
+11%
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$246K
|
+$235K
|
+10,132
|
New
|
|
|
49
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$223K
|
+$213K
|
+9,162
|
New
|
|
|
50
|
Raymond James & Associates
St Petersburg,
Florida
|
$209K
|
-$20.1K
|
-865
|
-9%
|
|
