|
26
|
Parsons Capital Management
Providence,
Rhode Island
|
$2.49M
|
-$24.8K
|
-451
|
-1%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$2.43M
|
-$40.8K
|
-743
|
-2%
|
|
|
28
|
ERn Financial LLC
Middleton,
Wisconsin
|
$2.4M
|
-$34.5K
|
-627
|
-2%
|
|
|
29
|
|
$1.96M
|
-$1.98K
|
-36
|
-0.1%
|
|
|
30
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.78M
|
+$103K
|
+1,866
|
+7%
|
|
|
31
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.78M
|
+$103K
|
+1,866
|
+7%
|
|
|
32
|
Atria Investments
Charlotte,
North Carolina
|
$1.65M
|
+$354K
|
+6,441
|
+30%
|
|
|
33
|
Columbia Advisory Partners
Spokane,
Washington
|
$1.6M
|
-$392K
|
-7,136
|
-21%
|
|
|
34
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.51M
|
+$55K
|
+1,000
|
+4%
|
|
|
35
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.42M
|
-$10.7K
|
-195
|
-0.8%
|
|
|
36
|
SigFig Wealth Management
San Francisco,
California
|
$1.37M
|
+$34.1K
|
+621
|
+3%
|
|
|
37
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$1.36M
|
-$58.7K
|
-1,068
|
-4%
|
|
|
38
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.18M
|
-$13.7K
|
-250
|
-1%
|
|
|
39
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.17M
|
+$2.2K
|
+40
|
+0.2%
|
|
|
40
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.13M
|
-$79.8K
|
-1,452
|
-7%
|
|
|
41
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.12M
|
+$499K
|
+9,073
|
+91%
|
|
|
42
|
Chilton Capital Management
Houston,
Texas
|
$1.11M
|
-$14.5K
|
-263
|
-1%
|
|
|
43
|
Institute for Wealth Management
Denver,
Colorado
|
$927K
|
+$275
|
+5
|
+0%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$900K
|
-$1.22M
|
-22,210
|
-59%
|
|
|
45
|
|
$857K
|
+$308K
|
+5,606
|
+65%
|
|
|
46
|
Oppenheimer & Co
New York
|
$774K
|
+$42.7K
|
+777
|
+6%
|
|
|
47
|
GeoWealth Management
Chicago,
Illinois
|
$772K
|
+$722K
|
+13,133
|
New
|
|
|
48
|
Transcend Capital Advisors
Madison,
New Jersey
|
$702K
|
–
|
–
|
–
|
|
|
49
|
|
$681K
|
+$637K
|
+11,585
|
New
|
|
|
50
|
Raymond James & Associates
St Petersburg,
Florida
|
$664K
|
+$85.2K
|
+1,550
|
+16%
|
|
