|
51
|
Red Tortoise LLC
Atlanta,
Georgia
|
$579K
|
-$19K
|
-852
|
-3%
|
|
|
52
|
Legacy Private Trust
Neenah,
Wisconsin
|
$566K
|
+$2.57K
|
+115
|
+0.4%
|
|
|
53
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$548K
|
+$559K
|
+25,017
|
New
|
|
|
54
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$544K
|
+$1.19K
|
+53
|
+0.2%
|
|
|
55
|
CIBC World Market
Toronto,
Ontario, Canada
|
$502K
|
+$11.8K
|
+527
|
+2%
|
|
|
56
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$502K
|
+$47.2K
|
+2,110
|
+10%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$500K
|
+$61K
|
+2,729
|
+14%
|
|
|
58
|
Summit Financial
Parsippany,
New Jersey
|
$471K
|
–
|
–
|
–
|
|
|
59
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$459K
|
-$33.9K
|
-1,516
|
-7%
|
|
|
60
|
IFG Advisory
Atlanta,
Georgia
|
$448K
|
+$22
|
+1
|
+0%
|
|
|
61
|
Mariner
Overland Park,
Kansas
|
$434K
|
+$75.2K
|
+3,362
|
+20%
|
|
|
62
|
|
$378K
|
-$1.6M
|
-71,469
|
-81%
|
|
|
63
|
Renaissance Technologies
New York
|
$376K
|
+$384K
|
+17,195
|
New
|
|
|
64
|
Empirical Wealth Management
Seattle,
Washington
|
$364K
|
+$110K
|
+4,910
|
+42%
|
|
|
65
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$363K
|
+$4.05K
|
+181
|
+1%
|
|
|
66
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$343K
|
-$17.8K
|
-796
|
-5%
|
|
|
67
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$336K
|
+$344K
|
+15,372
|
New
|
|
|
68
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$321K
|
+$62.7K
|
+2,806
|
+24%
|
|
|
69
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$301K
|
-$29.8K
|
-1,331
|
-9%
|
|
|
70
|
Wade Financial Advisory
Campbell,
California
|
$274K
|
–
|
–
|
–
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$245K
|
+$145K
|
+6,471
|
+137%
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
$219K
|
-$1.03M
|
-46,175
|
-82%
|
|
|
73
|
Welch Group
Birmingham,
Alabama
|
$218K
|
–
|
–
|
–
|
|
|
74
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$203K
|
+$207K
|
+9,261
|
New
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$200K
|
+$18.7K
|
+836
|
+10%
|
|
