|
76
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.47M
|
-$4.5M
|
-104,895
|
-65%
|
|
|
77
|
William Blair & Company
Chicago,
Illinois
|
$2.43M
|
-$185K
|
-4,316
|
-7%
|
|
|
78
|
Atria Investments
Charlotte,
North Carolina
|
$2.43M
|
+$2.09M
|
+48,633
|
+708%
|
|
|
79
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$2.37M
|
-$10.3K
|
-241
|
-0.4%
|
|
|
80
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.37M
|
-$179K
|
-4,184
|
-7%
|
|
|
81
|
Rockefeller Capital Management
New York
|
$2.35M
|
+$1.24M
|
+28,881
|
+116%
|
|
|
82
|
Cohen Klingenstein
New York
|
$2.34M
|
–
|
–
|
–
|
|
|
83
|
Wealthfront Advisers
Palo Alto,
California
|
$2.34M
|
-$753K
|
-17,572
|
-25%
|
|
|
84
|
Stifel Financial
St. Louis,
Missouri
|
$2.3M
|
-$61.4K
|
-1,431
|
-3%
|
|
|
85
|
Equitable Holdings
New York
|
$2.24M
|
-$1.58M
|
-36,772
|
-42%
|
|
|
86
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2.12M
|
+$1.68M
|
+39,290
|
+426%
|
|
|
87
|
Atria Wealth Solutions
New York
|
$2.01M
|
-$121K
|
-2,829
|
-6%
|
|
|
88
|
Venturi Wealth Management
Austin,
Texas
|
$2M
|
-$1.4M
|
-32,562
|
-42%
|
|
|
89
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.89M
|
-$188K
|
-4,384
|
-9%
|
|
|
90
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$1.81M
|
-$27.9K
|
-651
|
-2%
|
|
|
91
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.78M
|
-$1.43M
|
-33,430
|
-45%
|
|
|
92
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.7M
|
+$1.67M
|
+38,976
|
New
|
|
|
93
|
Millennium Management
New York
|
$1.68M
|
-$118K
|
-2,744
|
-7%
|
|
|
94
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$1.63M
|
+$180K
|
+4,197
|
+13%
|
|
|
95
|
Belpointe Asset Management
Reno,
Nevada
|
$1.61M
|
-$139K
|
-3,251
|
-8%
|
|
|
96
|
Zacks Investment Management
Chicago,
Illinois
|
$1.6M
|
+$112K
|
+2,602
|
+8%
|
|
|
97
|
HSBC Holdings
London,
United Kingdom
|
$1.6M
|
–
|
–
|
–
|
|
|
98
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.54M
|
+$23.5K
|
+549
|
+2%
|
|
|
99
|
Defined Financial Planning
San Rafael,
California
|
$1.53M
|
+$1.51M
|
+35,182
|
New
|
|
|
100
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.53M
|
-$470K
|
-10,952
|
-24%
|
|
