|
101
|
Horan Securities
Cincinnati,
United States
|
$870K
|
-$360K
|
-7,095
|
-29%
|
|
|
102
|
Westover Capital Advisors
Wilmington,
Delaware
|
$846K
|
-$11.1K
|
-218
|
-1%
|
|
|
103
|
EPG Wealth Management
Atlanta,
Georgia
|
$843K
|
+$856K
|
+16,859
|
New
|
|
|
104
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$826K
|
+$839K
|
+16,526
|
New
|
|
|
105
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$804K
|
-$11.1K
|
-219
|
-1%
|
|
|
106
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$764K
|
–
|
–
|
–
|
|
|
107
|
Prelude Capital Management
New York
|
$763K
|
-$823K
|
-16,197
|
-51%
|
|
|
108
|
Boothbay Fund Management
New York
|
$763K
|
-$264K
|
-5,189
|
-25%
|
|
|
109
|
BBVA USA Bancshares
Houston,
Texas
|
$758K
|
+$235K
|
+4,634
|
+44%
|
|
|
110
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$746K
|
-$91K
|
-1,792
|
-11%
|
|
|
111
|
Creative Planning
Overland Park,
Kansas
|
$743K
|
-$75.4K
|
-1,484
|
-9%
|
|
|
112
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$740K
|
–
|
–
|
–
|
|
|
113
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$740K
|
–
|
–
|
–
|
|
|
114
|
Charles Schwab Trust
Henderson,
Nevada
|
$737K
|
+$748K
|
+14,735
|
New
|
|
|
115
|
OTA Financial Group
Purchase,
New York
|
$709K
|
+$721K
|
+14,194
|
New
|
|
|
116
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$708K
|
-$16.2K
|
-319
|
-2%
|
|
|
117
|
C-J Advisory
San Jose,
California
|
$695K
|
-$116K
|
-2,282
|
-14%
|
|
|
118
|
Valmark Advisers
Akron,
Ohio
|
$685K
|
-$48.9K
|
-963
|
-7%
|
|
|
119
|
Baker Avenue Asset Management
San Francisco,
California
|
$660K
|
+$16K
|
+316
|
+2%
|
|
|
120
|
Tortoise Investment Management
White Plains,
New York
|
$650K
|
–
|
–
|
–
|
|
|
121
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$649K
|
-$541K
|
-10,646
|
-45%
|
|
|
122
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$643K
|
-$176K
|
-3,475
|
-21%
|
|
|
123
|
RWA Wealth Partners
Newton,
Massachusetts
|
$628K
|
+$29.6K
|
+583
|
+5%
|
|
|
124
|
Procyon Advisors
Shelton,
Connecticut
|
$618K
|
+$628K
|
+12,366
|
New
|
|
|
125
|
Bruderman Asset Management
Locust Valley,
New York
|
$598K
|
+$624K
|
+12,289
|
New
|
|
