|
26
|
William Blair & Company
Chicago,
Illinois
|
$645K
|
-$23K
|
-505
|
-3%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$619K
|
-$187K
|
-4,105
|
-21%
|
|
|
28
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$586K
|
-$20.9K
|
-460
|
-3%
|
|
|
29
|
Sentinel Trust
Houston,
Texas
|
$531K
|
–
|
–
|
–
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$474K
|
+$535K
|
+11,752
|
New
|
|
|
31
|
Portfolio Solutions
Royal Oak,
Michigan
|
$453K
|
–
|
–
|
–
|
|
|
32
|
Lake Street Private Wealth
Chicago,
Illinois
|
$439K
|
+$496K
|
+10,893
|
New
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$357K
|
-$42.7K
|
-938
|
-10%
|
|
|
34
|
Naviter Wealth
Little Rock,
Arkansas
|
$349K
|
+$11.2K
|
+245
|
+3%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$345K
|
-$2.5K
|
-55
|
-0.6%
|
|
|
36
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$312K
|
–
|
–
|
–
|
|
|
37
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$304K
|
+$343K
|
+7,532
|
New
|
|
|
38
|
Howard Financial Services
Dallas,
Texas
|
$300K
|
-$65K
|
-1,427
|
-16%
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$299K
|
+$285K
|
+6,248
|
+525%
|
|
|
40
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$287K
|
-$19.4K
|
-426
|
-6%
|
|
|
41
|
Inscription Capital
Houston,
Texas
|
$275K
|
–
|
–
|
–
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$272K
|
+$4.14K
|
+91
|
+1%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$265K
|
-$90.8K
|
-1,993
|
-23%
|
|
|
44
|
MONECO Advisors
Fairfield,
Connecticut
|
$243K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$237K
|
-$44.5K
|
-977
|
-14%
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$229K
|
-$92.6K
|
-2,033
|
-26%
|
|
|
47
|
Truepoint Inc
Cincinnati,
Ohio
|
$202K
|
+$228K
|
+5,016
|
New
|
|
|
48
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$190K
|
-$1.81M
|
-39,807
|
-89%
|
|
|
49
|
Icon Wealth Advisors
Houston,
Texas
|
$183K
|
+$207K
|
+4,547
|
New
|
|
|
50
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$113K
|
+$128K
|
+2,812
|
New
|
|
