|
26
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.99M
|
+$495K
|
+10,877
|
+34%
|
|
|
27
|
Oppenheimer & Co
New York
|
$1.71M
|
-$309K
|
-6,781
|
-15%
|
|
|
28
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$1.65M
|
+$505K
|
+11,100
|
+47%
|
|
|
29
|
Tectonic Advisors
Frisco,
Texas
|
$1.36M
|
+$14.4K
|
+317
|
+1%
|
|
|
30
|
Quantinno Capital Management
New York
|
$1.17M
|
-$115K
|
-2,517
|
-9%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
+$132K
|
+2,897
|
+14%
|
|
|
32
|
BankPlus Trust Department
Jackson,
Mississippi
|
$933K
|
–
|
–
|
–
|
|
|
33
|
OneAscent Family Office
Birmingham,
Alabama
|
$878K
|
-$117K
|
-2,580
|
-12%
|
|
|
34
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$782K
|
+$45.7K
|
+1,004
|
+6%
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$738K
|
–
|
–
|
–
|
|
|
36
|
InTrack Investment Management
South Burlington,
Vermont
|
$663K
|
-$122K
|
-2,688
|
-16%
|
|
|
37
|
|
$622K
|
+$613K
|
+13,462
|
New
|
|
|
38
|
CIBC World Market
Toronto,
Ontario, Canada
|
$560K
|
-$9.11K
|
-200
|
-2%
|
|
|
39
|
GTS Securities
Miami,
Florida
|
$531K
|
+$523K
|
+11,476
|
New
|
|
|
40
|
MGO One Seven
Beachwood,
Ohio
|
$457K
|
+$23.7K
|
+521
|
+6%
|
|
|
41
|
Brown Brothers Harriman & Co
New York
|
$409K
|
+$403K
|
+8,847
|
New
|
|
|
42
|
Plan A Wealth
Lincoln,
Nebraska
|
$367K
|
-$7.2K
|
-158
|
-2%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$365K
|
+$455
|
+10
|
+0.1%
|
|
|
44
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$328K
|
+$323K
|
+7,093
|
New
|
|
|
45
|
|
$302K
|
+$297K
|
+6,532
|
New
|
|
|
46
|
|
$285K
|
+$281K
|
+6,161
|
New
|
|
|
47
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$273K
|
–
|
–
|
–
|
|
|
48
|
Auxano Advisors
Bellevue,
Washington
|
$250K
|
–
|
–
|
–
|
|
|
49
|
J.P. Marvel Investment Advisors
Boston,
Massachusetts
|
$233K
|
+$229K
|
+5,038
|
New
|
|
|
50
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$208K
|
+$205K
|
+4,498
|
New
|
|
