|
26
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.67M
|
-$9.59K
|
-185
|
-0.3%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.48M
|
-$347K
|
-6,685
|
-11%
|
|
|
28
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.27M
|
+$218K
|
+4,204
|
+10%
|
|
|
29
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$1.95M
|
+$179K
|
+3,455
|
+9%
|
|
|
30
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.87M
|
+$113K
|
+2,174
|
+6%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$1.75M
|
-$10.4K
|
-201
|
-0.5%
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$1.65M
|
-$110K
|
-2,123
|
-6%
|
|
|
33
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.49M
|
-$162K
|
-3,129
|
-9%
|
|
|
34
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.44M
|
-$184K
|
-3,544
|
-10%
|
|
|
35
|
|
$1.35M
|
+$112K
|
+2,162
|
+8%
|
|
|
36
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.3M
|
–
|
–
|
–
|
|
|
37
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.27M
|
-$126K
|
-2,429
|
-8%
|
|
|
38
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.19M
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.1M
|
-$69.2K
|
-1,335
|
-5%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$1.09M
|
+$6.95K
|
+134
|
+0.6%
|
|
|
41
|
Chilton Capital Management
Houston,
Texas
|
$871K
|
-$1.24K
|
-24
|
-0.1%
|
|
|
42
|
SigFig Wealth Management
San Francisco,
California
|
$689K
|
+$174K
|
+3,347
|
+34%
|
|
|
43
|
Oppenheimer & Co
New York
|
$578K
|
+$34.8K
|
+672
|
+6%
|
|
|
44
|
Transcend Capital Advisors
Madison,
New Jersey
|
$574K
|
–
|
–
|
–
|
|
|
45
|
Park Avenue Securities
New York
|
$534K
|
+$61K
|
+1,176
|
+12%
|
|
|
46
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$438K
|
–
|
–
|
–
|
|
|
47
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$385K
|
+$1.24K
|
+24
|
+0.3%
|
|
|
48
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$384K
|
+$27.3K
|
+527
|
+7%
|
|
|
49
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$372K
|
-$519
|
-10
|
-0.1%
|
|
|
50
|
IHT Wealth Management
Chicago,
Illinois
|
$369K
|
+$7.73K
|
+149
|
+2%
|
|
