|
51
|
Elevation Capital Advisory
Bend,
Oregon
|
$3.36M
|
+$3.3M
|
+122,805
|
New
|
|
|
52
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$3.24M
|
-$153K
|
-5,709
|
-5%
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3.24M
|
-$153K
|
-5,709
|
-5%
|
|
|
54
|
Bank of New York Mellon
New York
|
$3.11M
|
+$471K
|
+17,543
|
+18%
|
|
|
55
|
|
$3.08M
|
-$25.5K
|
-950
|
-0.8%
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$3.03M
|
-$112K
|
-4,183
|
-4%
|
|
|
57
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$2.98M
|
+$82.6K
|
+3,076
|
+3%
|
|
|
58
|
Manning & Napier Advisors
Fairport,
New York
|
$2.96M
|
-$94.4K
|
-3,513
|
-3%
|
|
|
59
|
|
$2.96M
|
+$748K
|
+27,849
|
+35%
|
|
|
60
|
Insight Wealth Partners
Plano,
Texas
|
$2.94M
|
+$150K
|
+5,583
|
+5%
|
|
|
61
|
Park Avenue Securities
New York
|
$2.93M
|
-$534K
|
-19,900
|
-16%
|
|
|
62
|
Ignite Planners
San Clemente,
California
|
$2.84M
|
+$496K
|
+18,462
|
+22%
|
|
|
63
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2.46M
|
+$90.1K
|
+3,356
|
+4%
|
|
|
64
|
Impact Partnership Wealth
Marietta,
Georgia
|
$2.4M
|
+$948K
|
+35,305
|
+67%
|
|
|
65
|
Renaissance Technologies
New York
|
$2.36M
|
+$2.32M
|
+86,300
|
New
|
|
|
66
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$2.31M
|
+$104K
|
+3,879
|
+5%
|
|
|
67
|
World Investment Advisors
Santa Barbara,
California
|
$2.25M
|
+$637K
|
+23,733
|
+40%
|
|
|
68
|
US Financial Advisors
Braintree,
Massachusetts
|
$2.18M
|
-$34K
|
-1,266
|
-2%
|
|
|
69
|
Forte Asset Management
Bedford,
New York
|
$2.13M
|
–
|
–
|
–
|
|
|
70
|
Donoghue Forlines
Boston,
Massachusetts
|
$2.01M
|
+$6.26K
|
+233
|
+0.3%
|
|
|
71
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.92M
|
+$10.8K
|
+401
|
+0.6%
|
|
|
72
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.88M
|
-$45.4K
|
-1,689
|
-2%
|
|
|
73
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.87M
|
-$138K
|
-5,123
|
-7%
|
|
|
74
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.86M
|
+$198K
|
+7,375
|
+12%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$1.85M
|
+$60K
|
+2,233
|
+3%
|
|
