|
26
|
Windham Capital Management
Boston,
Massachusetts
|
$1.02M
|
+$992K
|
+19,025
|
New
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$968K
|
+$325K
|
+6,234
|
+52%
|
|
|
28
|
Chevy Chase Trust
Bethesda,
Maryland
|
$962K
|
+$940K
|
+18,017
|
New
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$857K
|
-$1.3K
|
-25
|
-0.2%
|
|
|
30
|
Crewe Advisors
Salt Lake City,
Utah
|
$836K
|
+$803K
|
+15,386
|
+5,495%
|
|
|
31
|
Atria Wealth Solutions
New York
|
$823K
|
-$38K
|
-728
|
-5%
|
|
|
32
|
|
$804K
|
-$883K
|
-16,930
|
-53%
|
|
|
33
|
Aspen Grove Capital
Avon,
Colorado
|
$761K
|
+$743K
|
+14,247
|
New
|
|
|
34
|
Y-Intercept (HK)
Hong Kong
|
$717K
|
+$700K
|
+13,423
|
New
|
|
|
35
|
Icon Wealth Partners
Houston,
Texas
|
$698K
|
+$682K
|
+13,078
|
New
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$674K
|
+$7.88K
|
+151
|
+1%
|
|
|
37
|
IHT Wealth Management
Chicago,
Illinois
|
$652K
|
+$637K
|
+12,214
|
New
|
|
|
38
|
Lake Street Private Wealth
Chicago,
Illinois
|
$629K
|
+$17.2K
|
+329
|
+3%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$597K
|
+$583K
|
+11,179
|
New
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$558K
|
+$83.6K
|
+1,603
|
+18%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$543K
|
-$358K
|
-6,855
|
-40%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$533K
|
+$37.5K
|
+719
|
+8%
|
|
|
43
|
Sentinel Trust
Houston,
Texas
|
$494K
|
-$205K
|
-3,925
|
-30%
|
|
|
44
|
Two Sigma Securities
New York
|
$488K
|
+$477K
|
+9,143
|
New
|
|
|
45
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$486K
|
+$475K
|
+9,097
|
New
|
|
|
46
|
Prelude Capital Management
New York
|
$447K
|
+$437K
|
+8,380
|
New
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$417K
|
+$47.9K
|
+919
|
+13%
|
|
|
48
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$414K
|
–
|
–
|
–
|
|
|
49
|
Howard Financial Services
Dallas,
Texas
|
$408K
|
+$93.8K
|
+1,799
|
+31%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$400K
|
+$574
|
+11
|
+0.1%
|
|
