|
26
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.58M
|
–
|
–
|
–
|
|
|
27
|
One Plus One Wealth Management
Jupiter,
Florida
|
$5.26M
|
-$61.5K
|
-2,706
|
-1%
|
|
|
28
|
Chilton Capital Management
Houston,
Texas
|
$4.73M
|
+$880K
|
+38,693
|
+22%
|
|
|
29
|
Foster & Motley
Cincinnati,
Ohio
|
$4.2M
|
-$67.3K
|
-2,958
|
-2%
|
|
|
30
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4.15M
|
+$162K
|
+7,118
|
+4%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.71M
|
-$79.5K
|
-3,496
|
-2%
|
|
|
32
|
Charles Schwab Trust
Henderson,
Nevada
|
$3.59M
|
+$603K
|
+26,526
|
+20%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$3.31M
|
-$1.98M
|
-87,003
|
-37%
|
|
|
34
|
Old Mission Capital
Chicago,
Illinois
|
$2.79M
|
+$2.47M
|
+108,579
|
+667%
|
|
|
35
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.59M
|
-$725K
|
-31,886
|
-22%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$2.42M
|
+$44.5K
|
+1,958
|
+2%
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.23M
|
-$205K
|
-9,027
|
-8%
|
|
|
38
|
|
$1.98M
|
-$2.78M
|
-122,061
|
-58%
|
|
|
39
|
Sepio Capital
Salt Lake City,
Utah
|
$1.7M
|
-$926K
|
-40,710
|
-35%
|
|
|
40
|
SigFig Wealth Management
San Francisco,
California
|
$1.63M
|
+$491K
|
+21,593
|
+42%
|
|
|
41
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$1.44M
|
+$113K
|
+4,985
|
+8%
|
|
|
42
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.41M
|
-$277K
|
-12,163
|
-16%
|
|
|
43
|
Aviance Capital Partners
Naples,
Florida
|
$1.37M
|
+$195K
|
+8,568
|
+16%
|
|
|
44
|
Relative Value Partners Group
|
$1.27M
|
+$481K
|
+21,154
|
+59%
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
$1.25M
|
+$695K
|
+30,573
|
+119%
|
|
|
46
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.17M
|
+$1.18M
|
+51,819
|
New
|
|
|
47
|
Rockefeller Capital Management
New York
|
$1.16M
|
+$76.5K
|
+3,365
|
+7%
|
|
|
48
|
|
$1.11M
|
-$24.2K
|
-1,064
|
-2%
|
|
|
49
|
Oppenheimer & Co
New York
|
$1.11M
|
+$121K
|
+5,300
|
+12%
|
|
|
50
|
Prairiewood Capital
Fargo,
North Dakota
|
$808K
|
–
|
–
|
–
|
|
