|
51
|
Rockefeller Capital Management
New York
|
$2.97M
|
-$362K
|
-3,544
|
-11%
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$2.95M
|
+$1.12K
|
+11
|
+0%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$2.75M
|
+$74K
|
+725
|
+3%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$2.73M
|
-$138K
|
-1,348
|
-5%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.65M
|
+$2.57M
|
+25,119
|
New
|
|
|
56
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.65M
|
+$2.57M
|
+25,119
|
New
|
|
|
57
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2.5M
|
-$1.62M
|
-15,855
|
-40%
|
|
|
58
|
EQ LLC
Bellevue,
Washington
|
$2.25M
|
+$249K
|
+2,435
|
+13%
|
|
|
59
|
Waverly Advisors
Birmingham,
Alabama
|
$2.25M
|
–
|
–
|
–
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$2.19M
|
+$208K
|
+2,041
|
+11%
|
|
|
61
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.19M
|
–
|
–
|
–
|
|
|
62
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.09M
|
–
|
–
|
–
|
|
|
63
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.92M
|
–
|
–
|
–
|
|
|
64
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$1.87M
|
+$18.3K
|
+179
|
+1%
|
|
|
65
|
Edge Financial Advisors
Wheaton,
Illinois
|
$1.69M
|
+$216K
|
+2,114
|
+15%
|
|
|
66
|
Klingman & Associates
New York
|
$1.57M
|
–
|
–
|
–
|
|
|
67
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.52M
|
-$347K
|
-3,397
|
-19%
|
|
|
68
|
Warwick Investment Management
Bryan,
Texas
|
$1.49M
|
+$137K
|
+1,337
|
+10%
|
|
|
69
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.48M
|
-$21.4K
|
-210
|
-1%
|
|
|
70
|
Miller Equity Capital Advisors
Irving,
Texas
|
$1.47M
|
–
|
–
|
–
|
|
|
71
|
Fairway Wealth
Independence,
Ohio
|
$1.46M
|
+$29K
|
+284
|
+2%
|
|
|
72
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.4M
|
+$19.9K
|
+195
|
+1%
|
|
|
73
|
Huntington National Bank
Columbus,
Ohio
|
$1.35M
|
–
|
–
|
–
|
|
|
74
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.34M
|
+$290K
|
+2,835
|
+29%
|
|
|
75
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.32M
|
-$22.9K
|
-224
|
-2%
|
|
