|
51
|
Sonoma Allocations
Santa Rosa,
California
|
$883K
|
+$854K
|
+14,837
|
New
|
|
|
52
|
Renaissance Technologies
New York
|
$858K
|
+$823K
|
+14,300
|
New
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$851K
|
-$415K
|
-7,201
|
-34%
|
|
|
54
|
Kestra Advisory Services
Austin,
Texas
|
$795K
|
-$48.7K
|
-846
|
-6%
|
|
|
55
|
Goldstein Advisors
Madison,
Wisconsin
|
$621K
|
-$27.6K
|
-480
|
-4%
|
|
|
56
|
Private Trust Company
Cleveland,
Ohio
|
$603K
|
-$8.46K
|
-147
|
-1%
|
|
|
57
|
NEPC LLC
Boston,
Massachusetts
|
$555K
|
–
|
–
|
–
|
|
|
58
|
Clearstead Advisors
Cleveland,
Ohio
|
$529K
|
-$65.9K
|
-1,144
|
-11%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$522K
|
-$48.8K
|
-847
|
-9%
|
|
|
60
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$499K
|
+$70.6K
|
+1,226
|
+17%
|
|
|
61
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$498K
|
+$3.34K
|
+58
|
+0.7%
|
|
|
62
|
Veridan Wealth
West Linn,
Oregon
|
$470K
|
+$451K
|
+7,828
|
New
|
|
|
63
|
Fidelity Investments
Boston,
Massachusetts
|
$461K
|
+$148K
|
+2,575
|
+51%
|
|
|
64
|
Potomac Fund Management
Miami,
Florida
|
$454K
|
-$14.2K
|
-246
|
-3%
|
|
|
65
|
GSB Wealth Management
Guilford,
Connecticut
|
$412K
|
-$9.04K
|
-157
|
-2%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$365K
|
+$67.2K
|
+1,168
|
+24%
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$315K
|
+$1.78K
|
+31
|
+0.6%
|
|
|
68
|
LJI Wealth Management
Indianapolis,
Indiana
|
$284K
|
+$5.3K
|
+92
|
+2%
|
|
|
69
|
RF&L Wealth Management
Acton,
Massachusetts
|
$282K
|
–
|
–
|
–
|
|
|
70
|
Citizens Financial Group
Providence,
Rhode Island
|
$274K
|
–
|
–
|
–
|
|
|
71
|
PFG Investments
Woodbury,
New York
|
$270K
|
-$20.4K
|
-355
|
-7%
|
|
|
72
|
Abound Financial
Granite Bay,
California
|
$270K
|
+$58
|
+1
|
+0%
|
|
|
73
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$263K
|
-$5.01K
|
-87
|
-2%
|
|
|
74
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$255K
|
–
|
–
|
–
|
|
|
75
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$244K
|
-$28.4K
|
-494
|
-11%
|
|
