|
26
|
Trace Wealth Advisors
Los Angeles,
California
|
$1.29M
|
-$28K
|
-282
|
-2%
|
|
|
27
|
Indivisible Partners
Clearwater,
Florida
|
$1.13M
|
+$1.14M
|
+11,508
|
New
|
|
|
28
|
Victory Financial Group
Austin,
Texas
|
$1.09M
|
+$241K
|
+2,424
|
+28%
|
|
|
29
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$964K
|
-$54K
|
-544
|
-5%
|
|
|
30
|
Vise Technologies
New York
|
$864K
|
+$154K
|
+1,553
|
+21%
|
|
|
31
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$817K
|
-$596
|
-6
|
-0.1%
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$805K
|
–
|
–
|
–
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$801K
|
–
|
–
|
–
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$794K
|
–
|
–
|
–
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$745K
|
+$44.9K
|
+452
|
+6%
|
|
|
36
|
VestGen Advisors
Inverness,
Illinois
|
$738K
|
-$57.8K
|
-582
|
-7%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$718K
|
–
|
–
|
–
|
|
|
38
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$683K
|
+$535K
|
+5,389
|
+233%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$672K
|
+$148K
|
+1,493
|
+28%
|
|
|
40
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$628K
|
-$47.8K
|
-481
|
-7%
|
|
|
41
|
Park National Corp
Newark,
Ohio
|
$606K
|
-$497
|
-5
|
-0.1%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$565K
|
-$1.99K
|
-20
|
-0.3%
|
|
|
43
|
Wealth Architects
Mountain View,
California
|
$497K
|
-$14.4K
|
-145
|
-3%
|
|
|
44
|
SeaCrest Wealth Management
Purchase,
New York
|
$489K
|
+$62.4K
|
+628
|
+14%
|
|
|
45
|
BOK Financial
Tulsa,
Oklahoma
|
$487K
|
-$37.2K
|
-375
|
-7%
|
|
|
46
|
EJMK Ventures
Itasca,
Illinois
|
$477K
|
-$233K
|
-2,348
|
-33%
|
|
|
47
|
MAI Capital Management
Independence,
Ohio
|
$462K
|
+$468K
|
+4,712
|
New
|
|
|
48
|
Angeles Wealth Management
Santa Monica,
California
|
$436K
|
+$441K
|
+4,442
|
New
|
|
|
49
|
Hudson Portfolio Management
Garrison,
New York
|
$418K
|
+$19.9K
|
+200
|
+5%
|
|
|
50
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$416K
|
–
|
–
|
–
|
|
