|
26
|
Investment Research Partners
Lemont,
Pennsylvania
|
$616K
|
+$37.7K
|
+444
|
+6%
|
|
|
27
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$583K
|
-$1.78K
|
-21
|
-0.3%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$580K
|
-$5.27K
|
-62
|
-0.9%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$543K
|
-$24.6K
|
-290
|
-4%
|
|
|
30
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$535K
|
-$334K
|
-3,937
|
-38%
|
|
|
31
|
Perigon Wealth Management
San Francisco,
California
|
$490K
|
-$7.73K
|
-91
|
-2%
|
|
|
32
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$487K
|
-$56.6K
|
-666
|
-10%
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$475K
|
-$10K
|
-118
|
-2%
|
|
|
34
|
GTS Securities
Miami,
Florida
|
$458K
|
+$55K
|
+648
|
+13%
|
|
|
35
|
KilterHowling LLC
Boulder,
Colorado
|
$446K
|
+$67.8K
|
+798
|
+18%
|
|
|
36
|
Invested Advisors
State College,
Pennsylvania
|
$425K
|
+$3.23K
|
+38
|
+0.8%
|
|
|
37
|
Plum Street Advisors
New Orleans,
Louisiana
|
$423K
|
–
|
–
|
–
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$420K
|
-$2.29K
|
-27
|
-0.5%
|
|
|
39
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$419K
|
+$25.4K
|
+299
|
+6%
|
|
|
40
|
Claro Advisors
Boston,
Massachusetts
|
$412K
|
-$1.36K
|
-16
|
-0.3%
|
|
|
41
|
Tradition Wealth Management
Edina,
Minnesota
|
$396K
|
-$3.99K
|
-47
|
-1%
|
|
|
42
|
Allworth Financial
Folsom,
California
|
$381K
|
-$30K
|
-353
|
-7%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$373K
|
-$63.5K
|
-748
|
-14%
|
|
|
44
|
AQR Capital Management
Greenwich,
Connecticut
|
$364K
|
-$28.3K
|
-333
|
-7%
|
|
|
45
|
Modera Wealth Management
Westwood,
New Jersey
|
$359K
|
-$419K
|
-4,928
|
-54%
|
|
|
46
|
Farther Finance Advisors
San Francisco,
California
|
$356K
|
-$5.61K
|
-66
|
-2%
|
|
|
47
|
Oppenheimer Asset Management
New York
|
$338K
|
+$5.86K
|
+69
|
+2%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$312K
|
+$8.41K
|
+99
|
+3%
|
|
|
49
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$299K
|
-$1.7K
|
-20
|
-0.6%
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$271K
|
-$36.9K
|
-434
|
-12%
|
|
