|
1901
|
Vista Investment Partners II
Richmond,
Indiana
|
$1.68M
|
-$1.36M
|
2
|
0.66%
|
Reduced
|
|
|
1902
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$1.68M
|
+$1.67M
|
1
|
0.25%
|
New
|
|
|
1903
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.67M
|
-$1.55M
|
2
|
0.1%
|
Reduced
|
|
|
1904
|
Kessler Investment Group
Columbus,
Indiana
|
$1.67M
|
-$8.3K
|
1
|
0.71%
|
Reduced
|
|
|
1905
|
Alchemi Wealth
Essex,
Connecticut
|
$1.67M
|
-$281K
|
2
|
0.78%
|
Reduced
|
|
|
1906
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.67M
|
-$2.43M
|
2
|
0.36%
|
Reduced
|
|
|
1907
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.67M
|
-$507K
|
3
|
0.08%
|
Reduced
|
|
|
1908
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.66M
|
-$809K
|
2
|
0.21%
|
Reduced
|
|
|
1909
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1.66M
|
+$1.5M
|
4
|
0.06%
|
New
|
|
|
1910
|
Quantum Financial Advisors
El Segundo,
California
|
$1.65M
|
+$161K
|
4
|
0.16%
|
Increased
|
|
|
1911
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.65M
|
-$371K
|
4
|
0.54%
|
Reduced
|
|
|
1912
|
Tectonic Advisors
Frisco,
Texas
|
$1.65M
|
-$355K
|
3
|
0.08%
|
Reduced
|
|
|
1913
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.64M
|
-$387K
|
4
|
0.16%
|
Reduced
|
|
|
1914
|
Veracity Capital
Atlanta,
Georgia
|
$1.64M
|
-$1.57M
|
1
|
0.44%
|
Reduced
|
|
|
1915
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.64M
|
-$31.3K
|
2
|
0.4%
|
Reduced
|
|
|
1916
|
|
$1.62M
|
+$1.43M
|
1
|
0.38%
|
New
|
|
|
1917
|
Northwest Bancshares
Warren,
Pennsylvania
|
$1.62M
|
-$785K
|
2
|
0.29%
|
Reduced
|
|
|
1918
|
Capital Management Associates Inc
Minneapolis,
Minnesota
|
$1.62M
|
-$236K
|
1
|
0.33%
|
Reduced
|
|
|
1919
|
TownSquare Capital
Provo,
Utah
|
$1.62M
|
-$434K
|
3
|
0.3%
|
Reduced
|
|
|
1920
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.61M
|
+$35.1K
|
4
|
0.23%
|
Increased
|
|
|
1921
|
1900 Wealth Management
San Antonio,
Texas
|
$1.61M
|
-$145K
|
4
|
0.09%
|
Reduced
|
|
|
1922
|
Neo Ivy Capital Management
New York
|
$1.61M
|
-$1.1M
|
3
|
0.37%
|
Reduced
|
|
|
1923
|
SageView Advisory Group
Newport Beach,
California
|
$1.6M
|
-$518K
|
3
|
0.05%
|
Reduced
|
|
|
1924
|
|
$1.6M
|
-$374K
|
6
|
0.1%
|
Reduced
|
|
|
1925
|
Bridgewater Advisors
New York
|
$1.6M
|
+$177K
|
3
|
0.09%
|
Increased
|
|