|
26
|
Avantax Planning Partners
Dubuque,
Iowa
|
$844K
|
-$136K
|
-5,041
|
-14%
|
|
|
27
|
UMB Bank
Kansas City,
Missouri
|
$819K
|
-$6.53K
|
-243
|
-0.8%
|
|
|
28
|
Choreo LLC
Rockford,
Illinois
|
$763K
|
–
|
–
|
–
|
|
|
29
|
Pioneer Wealth Management Group
Austin,
Texas
|
$757K
|
+$45.2K
|
+1,681
|
+6%
|
|
|
30
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$609K
|
-$25.4K
|
-945
|
-4%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$609K
|
+$599K
|
+22,284
|
New
|
|
|
32
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$587K
|
–
|
–
|
–
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$568K
|
+$128K
|
+4,764
|
+30%
|
|
|
34
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$567K
|
-$129K
|
-4,795
|
-19%
|
|
|
35
|
|
$544K
|
+$536K
|
+19,917
|
New
|
|
|
36
|
CX Institutional
Auburn,
Indiana
|
$512K
|
+$30.2K
|
+1,122
|
+6%
|
|
|
37
|
One Capital Management
Westlake Village,
California
|
$499K
|
-$94.5K
|
-3,513
|
-16%
|
|
|
38
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$433K
|
+$180K
|
+6,706
|
+73%
|
|
|
39
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$401K
|
+$87.8K
|
+3,264
|
+29%
|
|
|
40
|
Citizens Financial Group
Providence,
Rhode Island
|
$386K
|
+$60.5K
|
+2,252
|
+19%
|
|
|
41
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$380K
|
-$64.2K
|
-2,388
|
-15%
|
|
|
42
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$376K
|
-$67.2K
|
-2,500
|
-15%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$375K
|
+$369K
|
+13,719
|
New
|
|
|
44
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$371K
|
+$366K
|
+13,598
|
New
|
|
|
45
|
Carson Advisory
Athens,
Georgia
|
$370K
|
-$45.7K
|
-1,700
|
-11%
|
|
|
46
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$352K
|
-$661K
|
-24,591
|
-66%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$330K
|
–
|
–
|
–
|
|
|
48
|
Whittier Trust
South Pasadena,
California
|
$321K
|
–
|
–
|
–
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$320K
|
+$50.5K
|
+1,880
|
+19%
|
|
|
50
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$318K
|
-$1.21M
|
-45,175
|
-80%
|
|
