|
101
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.48M
|
+$1.19M
|
+21,591
|
+28%
|
|
|
102
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$5.37M
|
+$5.32M
|
+96,838
|
New
|
|
|
103
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$4.99M
|
–
|
–
|
–
|
|
|
104
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.98M
|
+$3.48M
|
+63,406
|
+240%
|
|
|
105
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$4.98M
|
+$16.8K
|
+306
|
+0.3%
|
|
|
106
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$4.94M
|
-$768K
|
-13,981
|
-14%
|
|
|
107
|
St Louis Trust
Saint Louis,
Missouri
|
$4.92M
|
-$523K
|
-9,528
|
-10%
|
|
|
108
|
Allspring Global Investments
Charlotte,
North Carolina
|
$4.86M
|
–
|
–
|
–
|
|
|
109
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$4.79M
|
-$43.6K
|
-794
|
-0.9%
|
|
|
110
|
Hancock Whitney
Gulfport,
Mississippi
|
$4.75M
|
+$132K
|
+2,404
|
+3%
|
|
|
111
|
Dentgroup
Baton Rouge,
Louisiana
|
$4.58M
|
-$444K
|
-8,088
|
-9%
|
|
|
112
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.4M
|
–
|
–
|
–
|
|
|
113
|
Atlas Legacy Advisors
Los Angeles,
California
|
$4.35M
|
+$4.2M
|
+76,407
|
New
|
|
|
114
|
Bank of New York Mellon
New York
|
$4.34M
|
+$396K
|
+7,217
|
+10%
|
|
|
115
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.26M
|
-$89.6K
|
-1,632
|
-2%
|
|
|
116
|
Advisory Services Network
Atlanta,
Georgia
|
$4.16M
|
-$348K
|
-6,347
|
-8%
|
|
|
117
|
SignatureFD
Atlanta,
Georgia
|
$4M
|
-$77.5K
|
-1,411
|
-2%
|
|
|
118
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$3.98M
|
+$129K
|
+2,342
|
+3%
|
|
|
119
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.97M
|
-$58.3K
|
-1,062
|
-1%
|
|
|
120
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.95M
|
+$304K
|
+5,529
|
+8%
|
|
|
121
|
Syntax Research
Boca Raton,
Florida
|
$3.85M
|
-$2.14M
|
-38,947
|
-36%
|
|
|
122
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3.84M
|
–
|
–
|
–
|
|
|
123
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3.83M
|
+$3.77M
|
+68,602
|
+13,585%
|
|
|
124
|
Mission Wealth Management
Santa Barbara,
California
|
$3.75M
|
–
|
–
|
–
|
|
|
125
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.7M
|
+$255K
|
+4,636
|
+7%
|
|
