|
201
|
Creative Planning
Overland Park,
Kansas
|
$856K
|
-$164K
|
-8,278
|
-15%
|
|
|
202
|
Register Financial Advisors
Atlanta,
Georgia
|
$840K
|
+$12K
|
+604
|
+1%
|
|
|
203
|
Greenland Capital Management
New York
|
$834K
|
-$1.21M
|
-61,000
|
-58%
|
|
|
204
|
MGO One Seven
Beachwood,
Ohio
|
$813K
|
+$84.2K
|
+4,252
|
+11%
|
|
|
205
|
Fidelity Investments
Boston,
Massachusetts
|
$811K
|
+$20.6K
|
+1,042
|
+2%
|
|
|
206
|
Palogic Value Management
Dallas,
Texas
|
$808K
|
+$142K
|
+7,165
|
+20%
|
|
|
207
|
Carson Advisory
Athens,
Georgia
|
$806K
|
-$9.91K
|
-500
|
-1%
|
|
|
208
|
Accel Wealth Management
Waverly,
Iowa
|
$796K
|
+$3.9K
|
+197
|
+0.5%
|
|
|
209
|
Farther Finance Advisors
San Francisco,
California
|
$777K
|
+$3.57K
|
+180
|
+0.4%
|
|
|
210
|
Xponance
Philadelphia,
Pennsylvania
|
$757K
|
+$114K
|
+5,759
|
+17%
|
|
|
211
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$737K
|
-$320K
|
-16,146
|
-29%
|
|
|
212
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$732K
|
+$94.8K
|
+4,783
|
+14%
|
|
|
213
|
Diversify Advisory Services
Sandy,
Utah
|
$717K
|
+$5.33K
|
+269
|
+0.7%
|
|
|
214
|
|
$715K
|
-$15.8K
|
-796
|
-2%
|
|
|
215
|
|
$709K
|
+$425K
|
+21,476
|
+135%
|
|
|
216
|
Grassi Investment Management
Santa Clara,
California
|
$705K
|
–
|
–
|
–
|
|
|
217
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$701K
|
-$131K
|
-6,624
|
-16%
|
|
|
218
|
State of Alaska Department of Revenue
Juneau,
Alaska
|
$692K
|
-$7.03K
|
-355
|
-1%
|
|
|
219
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$674K
|
+$125K
|
+6,288
|
+21%
|
|
|
220
|
Mutual Advisors
Omaha,
Nebraska
|
$671K
|
+$30.9K
|
+1,562
|
+5%
|
|
|
221
|
GFG Capital
Miami,
Florida
|
$667K
|
+$215K
|
+10,854
|
+45%
|
|
|
222
|
Icon Wealth Advisors
Houston,
Texas
|
$663K
|
-$41.6K
|
-2,100
|
-6%
|
|
|
223
|
SG Americas Securities
New York
|
$662K
|
+$111K
|
+5,588
|
+19%
|
|
|
224
|
Red Spruce Capital
Berwyn,
Pennsylvania
|
$659K
|
-$8K
|
-404
|
-1%
|
|
|
225
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$654K
|
+$11.3K
|
+571
|
+2%
|
|
