|
26
|
XY Planning Network
Bozeman,
Montana
|
$952K
|
+$378K
|
+8,893
|
+70%
|
|
|
27
|
L.K. Benson & Company
Baltimore,
Maryland
|
$885K
|
+$239K
|
+5,624
|
+39%
|
|
|
28
|
Financial Advocates Investment Management
Olympia,
Washington
|
$802K
|
-$79.5K
|
-1,871
|
-9%
|
|
|
29
|
Equitable Holdings
New York
|
$794K
|
+$200K
|
+4,712
|
+35%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$678K
|
+$60.5K
|
+1,425
|
+10%
|
|
|
31
|
Breakwater Capital Group
Paramus,
New Jersey
|
$560K
|
-$213K
|
-5,012
|
-28%
|
|
|
32
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$528K
|
-$193K
|
-4,544
|
-27%
|
|
|
33
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$492K
|
-$19.1K
|
-450
|
-4%
|
|
|
34
|
Aspect Partners
Fairfax,
Virginia
|
$355K
|
–
|
–
|
–
|
|
|
35
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$352K
|
–
|
–
|
–
|
|
|
36
|
AQR Capital Management
Greenwich,
Connecticut
|
$346K
|
-$470K
|
-11,065
|
-58%
|
|
|
37
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$306K
|
-$45.7K
|
-1,077
|
-13%
|
|
|
38
|
GWN Securities
Palm Beach Gardens,
Florida
|
$306K
|
+$10.8K
|
+255
|
+4%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$272K
|
-$80.3K
|
-1,891
|
-23%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$251K
|
+$242K
|
+5,700
|
New
|
|
|
41
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
-$640K
|
-15,074
|
-73%
|
|
|
42
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$241K
|
+$4.5K
|
+106
|
+2%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$232K
|
-$8.49K
|
-200
|
-4%
|
|
|
44
|
Leavell Investment Management
Mobile,
Alabama
|
$220K
|
-$1.74K
|
-41
|
-0.8%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$218K
|
-$478K
|
-11,262
|
-69%
|
|
|
46
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$198K
|
-$7.43K
|
-175
|
-4%
|
|
|
47
|
Centaurus Financial
Anaheim,
California
|
$112K
|
+$108K
|
+2,542
|
New
|
|
|
48
|
SRH Advisors
Salina,
Kansas
|
$106K
|
–
|
–
|
–
|
|
|
49
|
MAI Capital Management
Independence,
Ohio
|
$66K
|
–
|
–
|
–
|
|
|
50
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$47.5K
|
–
|
–
|
–
|
|
