|
201
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$1.16M
|
+$111K
|
+1,585
|
+11%
|
|
|
202
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.15M
|
+$389K
|
+5,545
|
+53%
|
|
|
203
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.15M
|
+$769K
|
+10,954
|
+217%
|
|
|
204
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.14M
|
-$237K
|
-3,380
|
-18%
|
|
|
205
|
Windham Capital Management
Boston,
Massachusetts
|
$1.14M
|
+$1.11M
|
+15,849
|
New
|
|
|
206
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.12M
|
-$55.7K
|
-793
|
-5%
|
|
|
207
|
UMB Bank
Kansas City,
Missouri
|
$1.06M
|
–
|
–
|
–
|
|
|
208
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
209
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1.05M
|
-$1.47K
|
-21
|
-0.1%
|
|
|
210
|
Mercer Investments
Boston,
Massachusetts
|
$1.04M
|
-$15K
|
-214
|
-1%
|
|
|
211
|
Regatta Capital Group
El Segundo,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
212
|
Planning Alternatives
Birmingham,
Michigan
|
$1.02M
|
–
|
–
|
–
|
|
|
213
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.01M
|
+$12.7K
|
+181
|
+1%
|
|
|
214
|
Mendel Capital Management
Little Rock,
Arkansas
|
$999K
|
+$25.6K
|
+365
|
+3%
|
|
|
215
|
Simmons Bank
Pine Bluff,
Arkansas
|
$992K
|
+$7.37K
|
+105
|
+0.8%
|
|
|
216
|
AssetMark Inc
Concord,
California
|
$985K
|
+$204K
|
+2,905
|
+27%
|
|
|
217
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$985K
|
-$14.5K
|
-207
|
-1%
|
|
|
218
|
Pioneer Wealth Management Group
Austin,
Texas
|
$978K
|
+$174K
|
+2,483
|
+22%
|
|
|
219
|
New York Life Investment Management
New York
|
$977K
|
+$47.8K
|
+681
|
+5%
|
|
|
220
|
SigFig Wealth Management
San Francisco,
California
|
$973K
|
+$165K
|
+2,351
|
+21%
|
|
|
221
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$948K
|
+$80.7K
|
+1,150
|
+10%
|
|
|
222
|
GW & Wade
Wellesley,
Massachusetts
|
$944K
|
-$72.3K
|
-1,030
|
-7%
|
|
|
223
|
Centennial Bank
Conway,
Arkansas
|
$941K
|
-$10.5K
|
-150
|
-1%
|
|
|
224
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$933K
|
+$70
|
+1
|
+0%
|
|
|
225
|
Coldstream Capital Management
Bellevue,
Washington
|
$930K
|
-$39K
|
-556
|
-4%
|
|
