|
51
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$421K
|
-$115K
|
-4,677
|
-23%
|
|
|
52
|
Fiducient Advisors
Chicago,
Illinois
|
$421K
|
+$5K
|
+203
|
+1%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$410K
|
+$370K
|
+15,036
|
New
|
|
|
54
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$405K
|
+$31.1K
|
+1,261
|
+9%
|
|
|
55
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$403K
|
-$30.7K
|
-1,245
|
-8%
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$401K
|
+$34.2K
|
+1,389
|
+10%
|
|
|
57
|
Comerica Bank
Dallas,
Texas
|
$378K
|
-$1.6K
|
-65
|
-0.5%
|
|
|
58
|
Empirical Wealth Management
Seattle,
Washington
|
$373K
|
+$4.29K
|
+174
|
+1%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$359K
|
+$4.51K
|
+183
|
+1%
|
|
|
60
|
|
$336K
|
+$303K
|
+12,303
|
New
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$327K
|
+$3.97K
|
+161
|
+1%
|
|
|
62
|
SVB Wealth
Boston,
Massachusetts
|
$323K
|
-$27.1K
|
-1,098
|
-8%
|
|
|
63
|
|
$316K
|
+$262K
|
+10,632
|
+1,129%
|
|
|
64
|
Park Avenue Securities
New York
|
$307K
|
+$690
|
+28
|
+0.2%
|
|
|
65
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$297K
|
+$15.1K
|
+612
|
+6%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$285K
|
-$34.9K
|
-1,415
|
-12%
|
|
|
67
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$266K
|
-$23.7K
|
-964
|
-9%
|
|
|
68
|
Raymond James & Associates
St Petersburg,
Florida
|
$250K
|
+$226K
|
+9,176
|
New
|
|
|
69
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$232K
|
–
|
–
|
–
|
|
|
70
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$226K
|
+$204K
|
+8,281
|
New
|
|
|
71
|
Bear Mountain Capital
Seattle,
Washington
|
$224K
|
+$211K
|
+8,555
|
New
|
|
|
72
|
Old Port Advisors
Portland,
Maine
|
$221K
|
-$23.2K
|
-943
|
-10%
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$216K
|
-$212K
|
-8,623
|
-52%
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$215K
|
-$27.3K
|
-1,107
|
-12%
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$147K
|
–
|
–
|
–
|
|
