|
26
|
Rockefeller Capital Management
New York
|
$1.78M
|
-$1.17M
|
-43,048
|
-39%
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.61M
|
-$158K
|
-5,815
|
-9%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$1.29M
|
+$393K
|
+14,475
|
+43%
|
|
|
29
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.26M
|
-$10.6K
|
-391
|
-0.8%
|
|
|
30
|
Master's Wealth Management
Lancaster,
Pennsylvania
|
$1.24M
|
-$255K
|
-9,403
|
-17%
|
|
|
31
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$818K
|
+$24.6K
|
+905
|
+3%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$799K
|
-$150K
|
-5,522
|
-16%
|
|
|
33
|
Cerity Partners OCIO
New York
|
$705K
|
-$163K
|
-5,995
|
-19%
|
|
|
34
|
Belpointe Asset Management
Reno,
Nevada
|
$698K
|
-$48K
|
-1,769
|
-6%
|
|
|
35
|
NerdWallet Wealth Partners
New York
|
$627K
|
+$86.4K
|
+3,185
|
+16%
|
|
|
36
|
Lunt Capital Management
Holladay,
Utah
|
$616K
|
+$5.83K
|
+215
|
+0.9%
|
|
|
37
|
DF Dent & Co
Baltimore,
Maryland
|
$597K
|
–
|
–
|
–
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$579K
|
-$408K
|
-15,027
|
-41%
|
|
|
39
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$569K
|
+$31K
|
+1,144
|
+6%
|
|
|
40
|
Satovsky Asset Management
New York
|
$544K
|
+$2.93K
|
+108
|
+0.5%
|
|
|
41
|
Leavell Investment Management
Mobile,
Alabama
|
$499K
|
+$75.5K
|
+2,784
|
+18%
|
|
|
42
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$493K
|
–
|
–
|
–
|
|
|
43
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$492K
|
+$99.2K
|
+3,654
|
+25%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$468K
|
+$474K
|
+17,477
|
New
|
|
|
45
|
Mercer Global Advisors
Denver,
Colorado
|
$464K
|
-$48.3K
|
-1,779
|
-9%
|
|
|
46
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$425K
|
–
|
–
|
–
|
|
|
47
|
Financial Management Professionals
Austin,
Texas
|
$394K
|
-$24.5M
|
-901,144
|
-98%
|
|
|
48
|
Purpose Unlimited Inc
Toronto,
|
$367K
|
-$15.4K
|
-568
|
-4%
|
|
|
49
|
Fiduciary Financial Group
San Rafael,
California
|
$329K
|
–
|
–
|
–
|
|
|
50
|
Csenge Advisory Group
Clearwater,
Florida
|
$296K
|
+$90K
|
+3,316
|
+43%
|
|
