|
51
|
Seed Wealth Management
Evanston,
Illinois
|
$485K
|
–
|
–
|
–
|
|
|
52
|
United Advisor Group
Cincinnati,
Ohio
|
$484K
|
–
|
–
|
–
|
|
|
53
|
Waverly Advisors
Birmingham,
Alabama
|
$478K
|
+$14.8K
|
+100
|
+3%
|
|
|
54
|
Principal Securities
Des Moines,
Iowa
|
$468K
|
-$740
|
-5
|
-0.2%
|
|
|
55
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$463K
|
+$456K
|
+3,080
|
New
|
|
|
56
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$408K
|
-$54.9K
|
-371
|
-12%
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$377K
|
+$371K
|
+2,507
|
New
|
|
|
58
|
Davidson Trust Company
Seattle,
Washington
|
$369K
|
+$363K
|
+2,456
|
New
|
|
|
59
|
Graypoint LLC
Albany,
New York
|
$366K
|
-$174K
|
-1,175
|
-33%
|
|
|
60
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$365K
|
–
|
–
|
–
|
|
|
61
|
Clear Creek Financial Management
Silverdale,
Washington
|
$355K
|
-$39.5K
|
-267
|
-10%
|
|
|
62
|
Avantax Advisory Services
Dallas,
Texas
|
$328K
|
+$43.5K
|
+294
|
+16%
|
|
|
63
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$315K
|
-$24K
|
-162
|
-7%
|
|
|
64
|
Advisornet Financial
Minnetonka,
Minnesota
|
$282K
|
+$224K
|
+1,513
|
+415%
|
|
|
65
|
GSG Advisors
Mount Laurel,
New Jersey
|
$276K
|
–
|
–
|
–
|
|
|
66
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$264K
|
+$260K
|
+1,756
|
New
|
|
|
67
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$259K
|
+$255K
|
+1,727
|
New
|
|
|
68
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$247K
|
-$10.8K
|
-73
|
-4%
|
|
|
69
|
TFB Advisors
Overland Park,
Kansas
|
$231K
|
+$227K
|
+1,535
|
New
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$230K
|
+$124K
|
+837
|
+121%
|
|
|
71
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$220K
|
+$216K
|
+1,462
|
New
|
|
|
72
|
International Assets Investment Management
Orlando,
Florida
|
$203K
|
+$200K
|
+1,349
|
New
|
|
|
73
|
|
$128K
|
+$11.1K
|
+75
|
+10%
|
|
|
74
|
Mather Group
Chicago,
Illinois
|
$74.6K
|
+$72.9K
|
+493
|
New
|
|
|
75
|
First Horizon Advisors
Memphis,
Tennessee
|
$68.2K
|
-$17K
|
-115
|
-20%
|
|
