|
51
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$771K
|
–
|
–
|
–
|
|
|
52
|
Roosevelt Investment Group
New York
|
$707K
|
–
|
–
|
–
|
|
|
53
|
|
$651K
|
+$291K
|
+11,648
|
+80%
|
|
|
54
|
Grimes & Company
Westborough,
Massachusetts
|
$565K
|
–
|
–
|
–
|
|
|
55
|
TAP Consulting
Kirkwood,
Missouri
|
$540K
|
+$542K
|
+21,679
|
New
|
|
|
56
|
Bison Wealth
Atlanta,
Georgia
|
$537K
|
+$47.8K
|
+1,910
|
+10%
|
|
|
57
|
Raymond James & Associates
St Petersburg,
Florida
|
$525K
|
-$77.3K
|
-3,090
|
-13%
|
|
|
58
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$487K
|
+$488K
|
+19,520
|
New
|
|
|
59
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$445K
|
–
|
–
|
–
|
|
|
60
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$430K
|
-$47.5K
|
-1,900
|
-10%
|
|
|
61
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$415K
|
-$63.6K
|
-2,544
|
-13%
|
|
|
62
|
WealthPLAN Partners
Omaha,
Nebraska
|
$404K
|
–
|
–
|
–
|
|
|
63
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$404K
|
+$405K
|
+16,209
|
New
|
|
|
64
|
Blue Edge Capital
Richmond,
Virginia
|
$372K
|
+$373K
|
+14,925
|
New
|
|
|
65
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$341K
|
+$342K
|
+13,678
|
New
|
|
|
66
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$340K
|
–
|
–
|
–
|
|
|
67
|
Tortoise Investment Management
White Plains,
New York
|
$274K
|
-$118K
|
-4,700
|
-30%
|
|
|
68
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$261K
|
-$7.23K
|
-289
|
-3%
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
$250K
|
-$390K
|
-15,597
|
-61%
|
|
|
70
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$232K
|
+$30K
|
+1,200
|
+15%
|
|
|
71
|
Northern Trust
Chicago,
Illinois
|
$232K
|
+$233K
|
+9,309
|
New
|
|
|
72
|
J.W. Cole Advisors
Tampa,
Florida
|
$229K
|
+$230K
|
+9,204
|
New
|
|
|
73
|
ProVise Management Group
Clearwater,
Florida
|
$221K
|
+$222K
|
+8,876
|
New
|
|
|
74
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$220K
|
-$12.8K
|
-510
|
-5%
|
|
|
75
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$216K
|
–
|
–
|
–
|
|
