|
51
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$300K
|
-$4.02K
|
-77
|
-1%
|
|
|
52
|
McCollum Christoferson Group
Amherst,
New York
|
$295K
|
+$20.6K
|
+395
|
+7%
|
|
|
53
|
Evanson Asset Management
Carmel,
California
|
$290K
|
+$105
|
+2
|
+0%
|
|
|
54
|
Old National Bancorp
Evansville,
Indiana
|
$274K
|
–
|
–
|
–
|
|
|
55
|
OneAscent Financial Services
Birmingham,
Alabama
|
$253K
|
+$256K
|
+4,898
|
New
|
|
|
56
|
Planning Alternatives
Birmingham,
Michigan
|
$252K
|
-$11.2K
|
-215
|
-4%
|
|
|
57
|
Columbus Macro
New Castle,
Pennsylvania
|
$249K
|
–
|
–
|
–
|
|
|
58
|
Excalibur Management
Waltham,
Massachusetts
|
$247K
|
-$5.75K
|
-110
|
-2%
|
|
|
59
|
Valmark Advisers
Akron,
Ohio
|
$238K
|
+$2.77K
|
+53
|
+1%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$236K
|
+$239K
|
+4,569
|
New
|
|
|
61
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$226K
|
–
|
–
|
–
|
|
|
62
|
Morningstar Investment Services
Chicago,
Illinois
|
$225K
|
+$227K
|
+4,342
|
New
|
|
|
63
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$190K
|
+$192K
|
+3,682
|
New
|
|
|
64
|
PrairieView Partners
St. Paul,
Minnesota
|
$174K
|
+$176K
|
+3,358
|
New
|
|
|
65
|
Darwin Wealth Management
Tampa,
Florida
|
$152K
|
+$155K
|
+2,971
|
New
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$137K
|
–
|
–
|
–
|
|
|
67
|
Disciplined Investments
Tulsa,
Oklahoma
|
$128K
|
-$23.6K
|
-452
|
-15%
|
|
|
68
|
Covington Capital Management
Los Angeles,
California
|
$127K
|
–
|
–
|
–
|
|
|
69
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$127K
|
+$128K
|
+2,450
|
New
|
|
|
70
|
William Blair & Company
Chicago,
Illinois
|
$105K
|
–
|
–
|
–
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$99K
|
+$22.8K
|
+436
|
+30%
|
|
|
72
|
Financial Enhancement Group
Anderson,
Indiana
|
$97K
|
–
|
–
|
–
|
|
|
73
|
New Capital Management
Houston,
Texas
|
$84K
|
+$314
|
+6
|
+0.4%
|
|
|
74
|
TrueWealth LLC
Atlanta,
Georgia
|
$78K
|
–
|
–
|
–
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$72K
|
-$1.1K
|
-21
|
-1%
|
|
