|
301
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.68M
|
-$4.82M
|
-62,668
|
-64%
|
|
|
302
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.65M
|
-$6.92K
|
-90
|
-0.3%
|
|
|
303
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.64M
|
-$300K
|
-3,902
|
-10%
|
|
|
304
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.57M
|
+$1.61M
|
+20,914
|
+171%
|
|
|
305
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$2.49M
|
-$104K
|
-1,357
|
-4%
|
|
|
306
|
|
$2.49M
|
+$531K
|
+6,906
|
+27%
|
|
|
307
|
Zacks Investment Management
Chicago,
Illinois
|
$2.46M
|
-$70.7K
|
-920
|
-3%
|
|
|
308
|
CGN Advisors
Manhattan,
Kansas
|
$2.4M
|
+$178K
|
+2,311
|
+8%
|
|
|
309
|
German American Bancorp
Jasper,
Indiana
|
$2.37M
|
+$163K
|
+2,121
|
+7%
|
|
|
310
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$2.35M
|
+$2.33M
|
+30,300
|
New
|
|
|
311
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2.34M
|
+$2.32M
|
+30,159
|
New
|
|
|
312
|
Columbus Macro
New Castle,
Pennsylvania
|
$2.33M
|
+$807K
|
+10,501
|
+54%
|
|
|
313
|
360 Financial
Wayzata,
Minnesota
|
$2.31M
|
–
|
–
|
–
|
|
|
314
|
|
$2.3M
|
-$3.2M
|
-41,566
|
-58%
|
|
|
315
|
Regis Management Company
Menlo Park,
California
|
$2.25M
|
-$346K
|
-4,499
|
-13%
|
|
|
316
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.24M
|
–
|
–
|
–
|
|
|
317
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.23M
|
+$1.19M
|
+15,474
|
+116%
|
|
|
318
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$2.23M
|
-$63K
|
-820
|
-3%
|
|
|
319
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.23M
|
+$2.21M
|
+28,748
|
New
|
|
|
320
|
Avantax Advisory Services
Dallas,
Texas
|
$2.21M
|
+$113K
|
+1,474
|
+5%
|
|
|
321
|
Dearborn Partners
Chicago,
Illinois
|
$2.2M
|
-$31.9K
|
-415
|
-1%
|
|
|
322
|
Private Advisor Group
Morristown,
New Jersey
|
$2.19M
|
+$2.28M
|
+29,625
|
+25%
|
|
|
323
|
Perennial Advisors
New York
|
$2.16M
|
-$18.8K
|
-244
|
-0.9%
|
|
|
324
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.11M
|
-$202K
|
-2,627
|
-9%
|
|
|
325
|
Jones Financial Companies
Des Peres,
Missouri
|
$2.1M
|
+$1.83M
|
+23,838
|
+733%
|
|
