|
26
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.89M
|
-$10.2M
|
-204,407
|
-84%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$1.73M
|
+$46K
|
+921
|
+3%
|
|
|
28
|
55I LLC
Boston,
Massachusetts
|
$1.7M
|
-$475K
|
-9,511
|
-22%
|
|
|
29
|
Graypoint LLC
Albany,
New York
|
$1.65M
|
-$343K
|
-6,872
|
-17%
|
|
|
30
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.59M
|
+$1.2K
|
+24
|
+0.1%
|
|
|
31
|
Insight Inv LLC
El Segundo,
California
|
$1.54M
|
+$74.9K
|
+1,500
|
+5%
|
|
|
32
|
Horizon Family Wealth
Chicago,
Illinois
|
$1.49M
|
+$50.5K
|
+1,012
|
+3%
|
|
|
33
|
KWMG LLC
Overland Park,
Kansas
|
$1.48M
|
+$343K
|
+6,869
|
+30%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$1.32M
|
-$147K
|
-2,950
|
-10%
|
|
|
35
|
Gries Financial
Cleveland,
Ohio
|
$1.27M
|
–
|
–
|
–
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$1.19M
|
-$188K
|
-3,772
|
-14%
|
|
|
37
|
4J Wealth Management
Alexandria,
Virginia
|
$1.19M
|
-$24.3K
|
-487
|
-2%
|
|
|
38
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.08M
|
+$394K
|
+7,895
|
+57%
|
|
|
39
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.05M
|
+$79.8K
|
+1,599
|
+8%
|
|
|
40
|
Professional Financial Advisors
North Platte,
Nebraska
|
$962K
|
+$250
|
+5
|
+0%
|
|
|
41
|
Atria Wealth Solutions
New York
|
$909K
|
+$912K
|
+18,271
|
New
|
|
|
42
|
Mercer Global Advisors
Denver,
Colorado
|
$819K
|
-$117K
|
-2,338
|
-12%
|
|
|
43
|
Evergreen Capital Management
Bellevue,
Washington
|
$751K
|
–
|
–
|
–
|
|
|
44
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$738K
|
+$513K
|
+10,280
|
+226%
|
|
|
45
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$732K
|
-$533K
|
-10,688
|
-42%
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
$706K
|
+$708K
|
+14,181
|
New
|
|
|
47
|
Synovus Financial
Columbus,
Georgia
|
$690K
|
-$81.2K
|
-1,627
|
-10%
|
|
|
48
|
TD Capital Management
Memphis,
Tennessee
|
$629K
|
-$575K
|
-11,516
|
-48%
|
|
|
49
|
Client 1st Advisory Group
Dunedin,
Florida
|
$629K
|
–
|
–
|
–
|
|
|
50
|
AE Wealth Management
Topeka,
Kansas
|
$599K
|
+$337K
|
+6,759
|
+128%
|
|
