|
126
|
Independent Wealth Network
Urbandale,
Iowa
|
$582K
|
-$11.5K
|
-10
|
-2%
|
|
|
127
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$558K
|
–
|
–
|
–
|
|
|
128
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$511K
|
–
|
–
|
–
|
|
|
129
|
HUB Investment Partners
Austin,
Texas
|
$506K
|
–
|
–
|
–
|
|
|
130
|
Crew Capital Management
Cincinnati,
Ohio
|
$492K
|
–
|
–
|
–
|
|
|
131
|
Graypoint LLC
Albany,
New York
|
$488K
|
–
|
–
|
–
|
|
|
132
|
D.A. Davidson & Co
Great Falls,
Montana
|
$487K
|
-$11.5K
|
-10
|
-2%
|
|
|
133
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$482K
|
+$2.31K
|
+2
|
+0.5%
|
|
|
134
|
Smith, Moore & Co
Clayton,
Missouri
|
$467K
|
+$138K
|
+120
|
+42%
|
|
|
135
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$464K
|
–
|
–
|
–
|
|
|
136
|
WFA of San Diego
San Diego,
California
|
$463K
|
+$464K
|
+402
|
New
|
|
|
137
|
Ameriprise
Minneapolis,
Minnesota
|
$462K
|
-$871K
|
-755
|
-65%
|
|
|
138
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$458K
|
-$25.4K
|
-22
|
-5%
|
|
|
139
|
Creative Planning
Overland Park,
Kansas
|
$458K
|
-$137K
|
-119
|
-23%
|
|
|
140
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$454K
|
-$24.2K
|
-21
|
-5%
|
|
|
141
|
William Blair & Company
Chicago,
Illinois
|
$446K
|
-$57.7K
|
-50
|
-11%
|
|
|
142
|
Nuveen
Charlotte,
North Carolina
|
$441K
|
+$44.1M
|
+38,247
|
New
|
|
|
143
|
Bank of Marin
Novato,
California
|
$437K
|
–
|
–
|
–
|
|
|
144
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$423K
|
–
|
–
|
–
|
|
|
145
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$422K
|
–
|
–
|
–
|
|
|
146
|
|
$407K
|
+$3.46K
|
+3
|
+0.9%
|
|
|
147
|
Savant Capital
Rockford,
Illinois
|
$403K
|
–
|
–
|
–
|
|
|
148
|
|
$399K
|
+$400K
|
+347
|
New
|
|
|
149
|
Farther Finance Advisors
San Francisco,
California
|
$387K
|
+$388K
|
+336
|
New
|
|
|
150
|
Wolverine Asset Management
Chicago,
Illinois
|
$366K
|
+$255K
|
+221
|
+230%
|
|
