|
51
|
Sargent Investment Group
Bethesda,
Maryland
|
$307K
|
–
|
–
|
–
|
|
|
52
|
International Assets Investment Management
Orlando,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
53
|
Brighton Jones LLC
Seattle,
Washington
|
$286K
|
+$1.14K
|
+7
|
+0.4%
|
|
|
54
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$279K
|
-$894K
|
-5,466
|
-77%
|
|
|
55
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$270K
|
–
|
–
|
–
|
|
|
56
|
AE Wealth Management
Topeka,
Kansas
|
$268K
|
+$10.5K
|
+64
|
+4%
|
|
|
57
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$268K
|
+$18.6K
|
+114
|
+8%
|
|
|
58
|
Prospera Financial Services
Dallas,
Texas
|
$255K
|
+$240K
|
+1,467
|
New
|
|
|
59
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$234K
|
–
|
–
|
–
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$232K
|
+$490
|
+3
|
+0.2%
|
|
|
61
|
Snowden Capital Advisors
New York
|
$230K
|
–
|
–
|
–
|
|
|
62
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$229K
|
–
|
–
|
–
|
|
|
63
|
Eudaimonia Partners
Winchester,
Tennessee
|
$226K
|
+$213K
|
+1,300
|
New
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$219K
|
+$206K
|
+1,258
|
New
|
|
|
65
|
Plancorp LLC
Saint Louis,
Missouri
|
$211K
|
+$198K
|
+1,210
|
New
|
|
|
66
|
Belpointe Asset Management
Reno,
Nevada
|
$197K
|
–
|
–
|
–
|
|
|
67
|
Firestone Capital Management
Coral Gables,
Florida
|
$188K
|
–
|
–
|
–
|
|
|
68
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$116K
|
–
|
–
|
–
|
|
|
69
|
Tacita Capital
Toronto,
Ontario, Canada
|
$109K
|
+$102K
|
+625
|
New
|
|
|
70
|
Asset Dedication LLC
San Francisco,
California
|
$105K
|
–
|
–
|
–
|
|
|
71
|
Howe & Rusling
Rochester,
New York
|
$80K
|
-$6.87K
|
-42
|
-8%
|
|
|
72
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
–
|
–
|
–
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$43K
|
–
|
–
|
–
|
|
|
74
|
|
$42K
|
–
|
–
|
–
|
|
|
75
|
FourThought Financial
Venice,
Florida
|
$39K
|
+$37.4K
|
+229
|
New
|
|
