|
51
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$403K
|
–
|
–
|
–
|
|
|
52
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$402K
|
–
|
–
|
–
|
|
|
53
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$397K
|
+$411K
|
+5,043
|
New
|
|
|
54
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$390K
|
-$15.2K
|
-187
|
-4%
|
|
|
55
|
Spire Wealth Management
Mclean,
Virginia
|
$384K
|
+$114K
|
+1,403
|
+40%
|
|
|
56
|
Level Four Advisory Services
Dallas,
Texas
|
$379K
|
+$393K
|
+4,822
|
New
|
|
|
57
|
James Investment Research
Alpha,
Ohio
|
$349K
|
+$109K
|
+1,334
|
+43%
|
|
|
58
|
BHK Investment Advisors
Birmingham,
Alabama
|
$346K
|
+$358K
|
+4,400
|
New
|
|
|
59
|
Tower Research Capital (TRC)
New York
|
$346K
|
-$168K
|
-2,062
|
-32%
|
|
|
60
|
Atria Wealth Solutions
New York
|
$317K
|
-$6.27K
|
-77
|
-2%
|
|
|
61
|
FirstPurpose Wealth
Orem,
Utah
|
$315K
|
–
|
–
|
–
|
|
|
62
|
Manchester Capital Management
Manchester,
Vermont
|
$314K
|
–
|
–
|
–
|
|
|
63
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$306K
|
–
|
–
|
–
|
|
|
64
|
Asset Dedication LLC
San Francisco,
California
|
$303K
|
-$6.51K
|
-80
|
-2%
|
|
|
65
|
360 Financial
Wayzata,
Minnesota
|
$302K
|
-$31.7K
|
-389
|
-9%
|
|
|
66
|
Valmark Advisers
Akron,
Ohio
|
$301K
|
+$20K
|
+246
|
+7%
|
|
|
67
|
IHT Wealth Management
Chicago,
Illinois
|
$298K
|
+$81
|
+1
|
+0%
|
|
|
68
|
Fifth Third Securities
Cincinnati,
Ohio
|
$282K
|
-$43.7K
|
-536
|
-13%
|
|
|
69
|
Wealthquest
Cincinnati,
Ohio
|
$278K
|
–
|
–
|
–
|
|
|
70
|
Comerica Securities
Detroit,
Michigan
|
$266K
|
-$489
|
-6
|
-0.2%
|
|
|
71
|
|
$262K
|
–
|
–
|
–
|
|
|
72
|
Meridian Wealth Management
Lexington,
Kentucky
|
$259K
|
+$1.63K
|
+20
|
+0.6%
|
|
|
73
|
EP Wealth Advisors
Torrance,
California
|
$238K
|
-$224K
|
-2,752
|
-51%
|
|
|
74
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$234K
|
–
|
–
|
–
|
|
|
75
|
Western Wealth Management
Golden,
Colorado
|
$222K
|
–
|
–
|
–
|
|
