|
401
|
TCI Wealth Advisors
Tucson,
Arizona
|
$40K
|
–
|
–
|
–
|
|
|
402
|
SignatureFD
Atlanta,
Georgia
|
$39K
|
+$37.4K
|
+127
|
New
|
|
|
403
|
First Personal Financial Services
Charlotte,
North Carolina
|
$35K
|
–
|
–
|
–
|
|
|
404
|
Guardian Life Insurance
New York
|
$34K
|
-$13.3K
|
-45
|
-29%
|
|
|
405
|
Acadian Asset Management
Boston,
Massachusetts
|
$33K
|
–
|
–
|
–
|
|
|
406
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$25.2K
|
–
|
–
|
–
|
|
|
407
|
Valeo Financial Advisors
Carmel,
Indiana
|
$25K
|
–
|
–
|
–
|
|
|
408
|
American Portfolios Advisors
Holbrook,
New York
|
$24.6K
|
+$15.6K
|
+53
|
+196%
|
|
|
409
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
410
|
|
$22K
|
–
|
–
|
–
|
|
|
411
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
412
|
Proficio Capital Partners
Newton,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
413
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15K
|
-$5.89K
|
-20
|
-29%
|
|
|
414
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$15K
|
–
|
–
|
–
|
|
|
415
|
Huntington National Bank
Columbus,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
416
|
Perigon Wealth Management
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
417
|
Kaizen Advisory
Wheaton,
Illinois
|
$14K
|
–
|
–
|
–
|
|
|
418
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
419
|
Legacy Financial Advisors
Covington,
Kentucky
|
$13K
|
–
|
–
|
–
|
|
|
420
|
IHT Wealth Management
Chicago,
Illinois
|
$13K
|
+$13K
|
+44
|
New
|
|
|
421
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$12K
|
+$11.8K
|
+40
|
New
|
|
|
422
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
423
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
–
|
–
|
–
|
|
|
424
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
425
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$11K
|
+$10.3K
|
+35
|
New
|
|
