|
26
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$2.03M
|
–
|
–
|
–
|
|
|
27
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.92M
|
+$385K
|
+22,691
|
+24%
|
|
|
28
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.74M
|
-$198K
|
-11,673
|
-10%
|
|
|
29
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.67M
|
-$5.39K
|
-318
|
-0.3%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$1.66M
|
+$780
|
+46
|
+0%
|
|
|
31
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
32
|
IMPACTfolio
Denver,
Colorado
|
$1.58M
|
+$72.3K
|
+4,262
|
+5%
|
|
|
33
|
SWMG LLC
Fort Worth,
Texas
|
$1.56M
|
+$1.59M
|
+93,896
|
New
|
|
|
34
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.42M
|
-$14.8K
|
-875
|
-1%
|
|
|
35
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$1.36M
|
–
|
–
|
–
|
|
|
36
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.23M
|
-$140K
|
-8,249
|
-10%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
–
|
–
|
–
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.15M
|
-$242K
|
-14,245
|
-17%
|
|
|
39
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.12M
|
-$123K
|
-7,244
|
-10%
|
|
|
40
|
Cerity Partners OCIO
New York
|
$1.1M
|
-$116K
|
-6,834
|
-9%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$868K
|
+$104K
|
+6,145
|
+13%
|
|
|
42
|
Karpus Investment Management
Pittsford,
New York
|
$830K
|
–
|
–
|
–
|
|
|
43
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$718K
|
-$828K
|
-48,814
|
-53%
|
|
|
44
|
HighTower Advisors
Chicago,
Illinois
|
$677K
|
+$339
|
+20
|
+0%
|
|
|
45
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$638K
|
-$182K
|
-10,747
|
-22%
|
|
|
46
|
Hill Island Financial
Grand Rapids,
Michigan
|
$598K
|
+$2.14K
|
+126
|
+0.4%
|
|
|
47
|
GeoWealth Management
Chicago,
Illinois
|
$547K
|
+$163K
|
+9,587
|
+41%
|
|
|
48
|
VanEck Associates
New York
|
$527K
|
+$268K
|
+15,796
|
+99%
|
|
|
49
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$487K
|
+$497K
|
+29,270
|
New
|
|
|
50
|
DOHJ LLC
Seattle,
Washington
|
$465K
|
+$474K
|
+27,965
|
New
|
|
