|
51
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$3.51M
|
-$203K
|
-1,866
|
-5%
|
|
|
52
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$3.09M
|
-$15.5K
|
-143
|
-0.5%
|
|
|
53
|
Coastline Trust
Providence,
Rhode Island
|
$3.05M
|
+$65.8K
|
+606
|
+2%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$3.01M
|
+$58.9K
|
+542
|
+2%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$2.82M
|
+$648K
|
+5,963
|
+29%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$52.5K
|
+483
|
+2%
|
|
|
57
|
MML Investors Services
Springfield,
Massachusetts
|
$2.73M
|
-$109
|
-1
|
-0%
|
|
|
58
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$2.71M
|
+$2.79M
|
+25,675
|
New
|
|
|
59
|
SpringVest Wealth Management
Dallas,
Texas
|
$2.44M
|
+$2.51M
|
+23,101
|
New
|
|
|
60
|
EQ LLC
Bellevue,
Washington
|
$2.36M
|
+$114K
|
+1,050
|
+5%
|
|
|
61
|
Waverly Advisors
Birmingham,
Alabama
|
$2.25M
|
–
|
–
|
–
|
|
|
62
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
|
63
|
SoundView Advisors
Olympia,
Washington
|
$2.11M
|
+$2.18M
|
+20,034
|
New
|
|
|
64
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.09M
|
–
|
–
|
–
|
|
|
65
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.93M
|
-$585K
|
-5,382
|
-23%
|
|
|
66
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.92M
|
–
|
–
|
–
|
|
|
67
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.85M
|
-$5.87K
|
-54
|
-0.3%
|
|
|
68
|
Fairway Wealth
Independence,
Ohio
|
$1.85M
|
+$401K
|
+3,690
|
+27%
|
|
|
69
|
Warwick Investment Management
Bryan,
Texas
|
$1.77M
|
+$282K
|
+2,591
|
+18%
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.74M
|
-$935K
|
-8,608
|
-34%
|
|
|
71
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.74M
|
-$935K
|
-8,608
|
-34%
|
|
|
72
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.7M
|
+$12.4K
|
+114
|
+0.7%
|
|
|
73
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.68M
|
+$1.73M
|
+15,905
|
New
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.6M
|
+$1.2M
|
+11,086
|
+273%
|
|
|
75
|
Klingman & Associates
New York
|
$1.57M
|
-$1.41K
|
-13
|
-0.1%
|
|
