|
201
|
Glenview Trust
Louisville,
Kentucky
|
$697K
|
+$116K
|
+2,368
|
+20%
|
|
|
202
|
Steward Partners Investment Advisory
New York
|
$683K
|
-$2.99K
|
-61
|
-0.4%
|
|
|
203
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$683K
|
–
|
–
|
–
|
|
|
204
|
Ackerman Capital Advisors
Dallas,
Texas
|
$678K
|
-$64.9K
|
-1,323
|
-9%
|
|
|
205
|
Mattern Wealth Management
Lawrence,
Kansas
|
$642K
|
+$641K
|
+13,073
|
New
|
|
|
206
|
Principal Financial Group
Des Moines,
Iowa
|
$640K
|
-$9.95K
|
-203
|
-2%
|
|
|
207
|
Arete Wealth Advisors
Chicago,
Illinois
|
$626K
|
+$294
|
+6
|
+0%
|
|
|
208
|
Fiduciary Group
Savannah,
Georgia
|
$616K
|
–
|
–
|
–
|
|
|
209
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$606K
|
-$38.3K
|
-782
|
-6%
|
|
|
210
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$605K
|
–
|
–
|
–
|
|
|
211
|
One Capital Management
Westlake Village,
California
|
$604K
|
-$169K
|
-3,450
|
-22%
|
|
|
212
|
Fidelity Investments
Boston,
Massachusetts
|
$597K
|
+$170K
|
+3,464
|
+40%
|
|
|
213
|
RFG Advisory
Birmingham,
Alabama
|
$596K
|
-$4.51K
|
-92
|
-0.8%
|
|
|
214
|
Geneos Wealth Management
Englewood,
Colorado
|
$590K
|
-$99.3K
|
-2,026
|
-14%
|
|
|
215
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$587K
|
-$66.1K
|
-1,349
|
-10%
|
|
|
216
|
MGO One Seven
Beachwood,
Ohio
|
$587K
|
+$587K
|
+11,967
|
New
|
|
|
217
|
William Blair & Company
Chicago,
Illinois
|
$586K
|
+$102K
|
+2,077
|
+21%
|
|
|
218
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$580K
|
-$411K
|
-8,382
|
-42%
|
|
|
219
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$580K
|
–
|
–
|
–
|
|
|
220
|
Wedbush Securities
Los Angeles,
California
|
$578K
|
+$5K
|
+102
|
+0.9%
|
|
|
221
|
Naples Global Advisors
Naples,
Florida
|
$572K
|
-$47.8K
|
-975
|
-8%
|
|
|
222
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$567K
|
+$3.48K
|
+71
|
+0.6%
|
|
|
223
|
D.J. St. Germain
Springfield,
Massachusetts
|
$566K
|
+$16.4K
|
+335
|
+3%
|
|
|
224
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$560K
|
+$47.4K
|
+967
|
+9%
|
|
|
225
|
BFSG LLC
Irvine,
California
|
$553K
|
-$19.6K
|
-400
|
-3%
|
|
