|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.45M
|
-$95.9K
|
-1,998
|
-4%
|
|
|
27
|
C-J Advisory
San Jose,
California
|
$2.31M
|
+$30.5K
|
+636
|
+1%
|
|
|
28
|
Cribstone Capital Management
Augusta,
Maine
|
$2.25M
|
+$93.4K
|
+1,946
|
+4%
|
|
|
29
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.16M
|
–
|
–
|
–
|
|
|
30
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.13M
|
–
|
–
|
–
|
|
|
31
|
Manchester Capital Management
Manchester,
Vermont
|
$2.1M
|
+$304K
|
+6,332
|
+17%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.07M
|
+$24K
|
+500
|
+1%
|
|
|
33
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$2M
|
-$24.2K
|
-504
|
-1%
|
|
|
34
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.79M
|
-$57.6K
|
-1,200
|
-3%
|
|
|
35
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.77M
|
-$4.7K
|
-98
|
-0.3%
|
|
|
36
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.71M
|
-$57.3K
|
-1,194
|
-3%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$1.59M
|
+$1.34K
|
+28
|
+0.1%
|
|
|
38
|
Destination Wealth Management
Walnut Creek,
California
|
$1.56M
|
+$90.1K
|
+1,878
|
+6%
|
|
|
39
|
Evercore Wealth Management
New York
|
$1.56M
|
+$1.41M
|
+29,400
|
+1,243%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$1.52M
|
+$9.89K
|
+206
|
+0.7%
|
|
|
41
|
|
$1.49M
|
-$2.44M
|
-50,846
|
-63%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$1.37M
|
+$288
|
+6
|
+0%
|
|
|
43
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.33M
|
-$10.9K
|
-228
|
-0.8%
|
|
|
44
|
|
$1.29M
|
-$14.8K
|
-308
|
-1%
|
|
|
45
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.27M
|
-$3.89M
|
-81,116
|
-76%
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$1.24M
|
+$19.2K
|
+400
|
+2%
|
|
|
47
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.2M
|
+$12.3K
|
+256
|
+1%
|
|
|
48
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.13M
|
+$127K
|
+2,644
|
+13%
|
|
|
49
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.12M
|
+$56.2K
|
+1,170
|
+5%
|
|
|
50
|
Advisor Group
Phoenix,
Arizona
|
$1M
|
+$34.7K
|
+722
|
+4%
|
|
