|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.22M
|
-$701K
|
-12,873
|
-36%
|
|
|
27
|
Windham Capital Management
Boston,
Massachusetts
|
$1.03M
|
–
|
–
|
–
|
|
|
28
|
Innealta Capital
Austin,
Texas
|
$986K
|
+$993K
|
+18,218
|
New
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$975K
|
+$982K
|
+18,024
|
New
|
|
|
30
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$975K
|
+$982K
|
+18,024
|
New
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$960K
|
+$92K
|
+1,688
|
+11%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$830K
|
+$227K
|
+4,164
|
+37%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$793K
|
-$41.8K
|
-768
|
-5%
|
|
|
34
|
Aspen Grove Capital
Avon,
Colorado
|
$771K
|
–
|
–
|
–
|
|
|
35
|
Chevy Chase Trust
Bethesda,
Maryland
|
$770K
|
-$207K
|
-3,792
|
-21%
|
|
|
36
|
IHT Wealth Management
Chicago,
Illinois
|
$749K
|
+$88.5K
|
+1,625
|
+13%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$701K
|
-$283K
|
-5,192
|
-29%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$684K
|
+$163
|
+3
|
+0%
|
|
|
39
|
Lake Street Private Wealth
Chicago,
Illinois
|
$635K
|
-$3.54K
|
-65
|
-0.6%
|
|
|
40
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$618K
|
+$623K
|
+11,426
|
New
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$576K
|
+$580K
|
+10,636
|
New
|
|
|
42
|
Icon Wealth Partners
Houston,
Texas
|
$569K
|
-$140K
|
-2,569
|
-20%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$553K
|
+$23.7K
|
+435
|
+4%
|
|
|
44
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$511K
|
-$55.2K
|
-1,013
|
-10%
|
|
|
45
|
Sentinel Trust
Houston,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
46
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$492K
|
–
|
–
|
–
|
|
|
47
|
Curi RMB Capital
Chicago,
Illinois
|
$465K
|
+$468K
|
+8,587
|
New
|
|
|
48
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$461K
|
+$464K
|
+8,523
|
New
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$460K
|
+$206K
|
+3,775
|
+80%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$457K
|
+$50.1K
|
+919
|
+12%
|
|
