|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$814K
|
+$167K
|
+2,722
|
+25%
|
|
|
27
|
Circle Wealth Management
Summit,
New Jersey
|
$790K
|
+$18.9K
|
+307
|
+2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$699K
|
+$88.8K
|
+1,446
|
+14%
|
|
|
29
|
Summitry LLC
Foster City,
California
|
$690K
|
+$708K
|
+11,518
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$681K
|
-$509K
|
-8,280
|
-42%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$648K
|
+$3.13K
|
+51
|
+0.5%
|
|
|
32
|
Nolet Wealth Management
Fort Worth,
Texas
|
$637K
|
–
|
–
|
–
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$542K
|
+$151K
|
+2,457
|
+37%
|
|
|
34
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$539K
|
-$876K
|
-14,266
|
-61%
|
|
|
35
|
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
$526K
|
-$17.8M
|
-290,000
|
-97%
|
|
|
36
|
Ballentine Partners
Waltham,
Massachusetts
|
$505K
|
+$123K
|
+2,001
|
+31%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$502K
|
+$123K
|
+1,999
|
+31%
|
|
|
38
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$501K
|
+$515K
|
+8,375
|
New
|
|
|
39
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$491K
|
–
|
–
|
–
|
|
|
40
|
Stephens Inc
Little Rock,
Arkansas
|
$466K
|
–
|
–
|
–
|
|
|
41
|
Icon Wealth Advisors
Houston,
Texas
|
$441K
|
+$123
|
+2
|
+0%
|
|
|
42
|
Brown Brothers Harriman & Co
New York
|
$392K
|
–
|
–
|
–
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$383K
|
-$8.42K
|
-137
|
-2%
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
$361K
|
-$860
|
-14
|
-0.2%
|
|
|
45
|
Legacy Wealth Advisors
Miami,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
46
|
Cloud Capital Management
Seattle,
Washington
|
$305K
|
–
|
–
|
–
|
|
|
47
|
IEQ Capital
Foster City,
California
|
$290K
|
+$123
|
+2
|
+0%
|
|
|
48
|
|
$276K
|
-$17K
|
-276
|
-6%
|
|
|
49
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$275K
|
–
|
–
|
–
|
|
|
50
|
Morton Capital Management
Calabasas,
California
|
$241K
|
+$6.33K
|
+103
|
+3%
|
|
