|
201
|
Creative Planning
Overland Park,
Kansas
|
$579K
|
+$40.6K
|
+1,634
|
+8%
|
|
|
202
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$572K
|
+$3.65K
|
+147
|
+0.7%
|
|
|
203
|
Beacon Pointe Advisors
Newport Beach,
California
|
$547K
|
-$620
|
-25
|
-0.1%
|
|
|
204
|
Versor Investments
New York
|
$537K
|
+$501K
|
+20,200
|
New
|
|
|
205
|
Greenland Capital Management
New York
|
$531K
|
-$3.23M
|
-130,000
|
-87%
|
|
|
206
|
SouthState Corp
Winter Haven,
Florida
|
$528K
|
-$37.2K
|
-1,500
|
-7%
|
|
|
207
|
Martingale Asset Management
Boston,
Massachusetts
|
$516K
|
+$149K
|
+6,000
|
+45%
|
|
|
208
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$509K
|
+$22.5K
|
+906
|
+5%
|
|
|
209
|
Inspire Investing
Meridian,
Idaho
|
$497K
|
+$71.7K
|
+2,889
|
+18%
|
|
|
210
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$477K
|
-$17.7K
|
-712
|
-4%
|
|
|
211
|
IHT Wealth Management
Chicago,
Illinois
|
$475K
|
+$48.5K
|
+1,954
|
+12%
|
|
|
212
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$467K
|
+$27.6K
|
+1,114
|
+7%
|
|
|
213
|
MAI Capital Management
Independence,
Ohio
|
$460K
|
–
|
–
|
–
|
|
|
214
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$459K
|
-$1.5M
|
-60,481
|
-78%
|
|
|
215
|
Securian Asset Management
St Paul,
Minnesota
|
$454K
|
-$10.8K
|
-435
|
-2%
|
|
|
216
|
Sapient Capital
Indianapolis,
Indiana
|
$415K
|
–
|
–
|
–
|
|
|
217
|
Crossmark Global Holdings
Houston,
Texas
|
$412K
|
–
|
–
|
–
|
|
|
218
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$402K
|
-$17.1K
|
-688
|
-4%
|
|
|
219
|
Vanderbilt University
Nashville,
Tennessee
|
$400K
|
-$3.72K
|
-150
|
-1%
|
|
|
220
|
United Services Automobile Association
San Antonio,
Texas
|
$384K
|
-$82.6K
|
-3,328
|
-19%
|
|
|
221
|
KeyBank National Association
Cleveland,
Ohio
|
$381K
|
+$1.59K
|
+64
|
+0.4%
|
|
|
222
|
Weaver Consulting Group
Huntington Beach,
California
|
$380K
|
–
|
–
|
–
|
|
|
223
|
Arete Wealth Advisors
Chicago,
Illinois
|
$377K
|
-$6.55K
|
-264
|
-2%
|
|
|
224
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$369K
|
-$27.4K
|
-1,104
|
-7%
|
|
|
225
|
Bridgefront Capital
Austin,
Texas
|
$366K
|
+$342K
|
+13,765
|
New
|
|
