|
501
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$98K
|
+$93K
|
+6,212
|
New
|
|
|
502
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$95K
|
-$38.6K
|
-2,576
|
-30%
|
|
|
503
|
Field & Main Bank
Henderson,
Kentucky
|
$95K
|
+$89.9K
|
+6,000
|
New
|
|
|
504
|
Acadian Asset Management
Boston,
Massachusetts
|
$89K
|
–
|
–
|
–
|
|
|
505
|
|
$88K
|
+$84.3K
|
+5,632
|
New
|
|
|
506
|
NuWave Investment Management
Parsippany,
New Jersey
|
$86K
|
+$81K
|
+5,408
|
New
|
|
|
507
|
Guardian Life Insurance
New York
|
$85K
|
+$24.2K
|
+1,616
|
+43%
|
|
|
508
|
Summit Trail Advisors
New York
|
$83K
|
+$72.7K
|
+4,856
|
New
|
|
|
509
|
Front Row Advisors
Tiburon,
California
|
$82K
|
+$77.6K
|
+5,184
|
New
|
|
|
510
|
Parallel Advisors
San Francisco,
California
|
$76K
|
-$180
|
-12
|
-0.2%
|
|
|
511
|
Regions Financial Corp
Birmingham,
Alabama
|
$73K
|
+$69.2K
|
+4,620
|
New
|
|
|
512
|
Reilly Financial Advisors
La Mesa,
California
|
$72K
|
–
|
–
|
–
|
|
|
513
|
Isthmus Partners
Madison,
Wisconsin
|
$63K
|
–
|
–
|
–
|
|
|
514
|
First Horizon Advisors
Memphis,
Tennessee
|
$63K
|
+$8.09K
|
+540
|
+16%
|
|
|
515
|
FNY Managed Accounts
New York
|
$63K
|
+$59.9K
|
+4,000
|
New
|
|
|
516
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$58K
|
+$25.9K
|
+1,732
|
+90%
|
|
|
517
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$57K
|
-$128K
|
-8,580
|
-70%
|
|
|
518
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
-$8.33K
|
-556
|
-13%
|
|
|
519
|
Wolverine Asset Management
Chicago,
Illinois
|
$56K
|
-$75.5K
|
-5,044
|
-58%
|
|
|
520
|
|
$55K
|
+$1.92K
|
+128
|
+4%
|
|
|
521
|
Advisory Services Network
Atlanta,
Georgia
|
$55K
|
+$17K
|
+1,136
|
+48%
|
|
|
522
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$51K
|
-$32.9K
|
-2,200
|
-41%
|
|
|
523
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$47K
|
–
|
–
|
–
|
|
|
524
|
Fred Alger Management
New York
|
$42K
|
–
|
–
|
–
|
|
|
525
|
Prelude Capital Management
New York
|
$41K
|
-$55.5K
|
-3,704
|
-59%
|
|
