|
1301
|
Equitable Trust
Nashville,
Tennessee
|
$1.3M
|
–
|
–
|
–
|
|
|
1302
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.3M
|
+$177K
|
+316
|
+14%
|
|
|
1303
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.29M
|
+$22.4K
|
+40
|
+2%
|
|
|
1304
|
Integrated Advisors Network
Dallas,
Texas
|
$1.29M
|
-$195K
|
-349
|
-12%
|
|
|
1305
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.29M
|
-$112K
|
-200
|
-7%
|
|
|
1306
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.28M
|
-$118K
|
-211
|
-8%
|
|
|
1307
|
Doliver Advisors
Houston,
Texas
|
$1.28M
|
+$94K
|
+168
|
+7%
|
|
|
1308
|
Mission Wealth Management
Santa Barbara,
California
|
$1.28M
|
+$126K
|
+225
|
+10%
|
|
|
1309
|
Horizon Investments
Charlotte,
North Carolina
|
$1.28M
|
-$1.09M
|
-1,946
|
-44%
|
|
|
1310
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.28M
|
-$51.5K
|
-92
|
-3%
|
|
|
1311
|
Advisor OS
Chicago,
Illinois
|
$1.27M
|
-$127K
|
-227
|
-8%
|
|
|
1312
|
Lumina Fund Management
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
1313
|
Cypress Asset Management
Houston,
Texas
|
$1.26M
|
–
|
–
|
–
|
|
|
1314
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.26M
|
-$349K
|
-623
|
-20%
|
|
|
1315
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.26M
|
+$208K
|
+372
|
+18%
|
|
|
1316
|
J.W. Coons Advisors
Columbus,
Ohio
|
$1.26M
|
+$112K
|
+200
|
+9%
|
|
|
1317
|
Shelton Capital Management
Denver,
Colorado
|
$1.25M
|
-$14K
|
-25
|
-1%
|
|
|
1318
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.25M
|
-$19.6K
|
-35
|
-1%
|
|
|
1319
|
Bard Financial Services
Branford,
Connecticut
|
$1.24M
|
–
|
–
|
–
|
|
|
1320
|
Altman Advisors
Chicago,
Illinois
|
$1.24M
|
-$529K
|
-945
|
-28%
|
|
|
1321
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.23M
|
+$560
|
+1
|
+0%
|
|
|
1322
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.23M
|
+$2.24K
|
+4
|
+0.2%
|
|
|
1323
|
Financial Network Wealth Management
Draper,
Utah
|
$1.23M
|
–
|
–
|
–
|
|
|
1324
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.22M
|
-$50.4K
|
-90
|
-4%
|
|
|
1325
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.22M
|
+$560
|
+1
|
+0%
|
|
