|
101
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.01M
|
+$657K
|
+26,902
|
+187%
|
|
|
102
|
William Blair & Company
Chicago,
Illinois
|
$1M
|
+$95.1K
|
+3,893
|
+11%
|
|
|
103
|
Aprio Wealth Management
Atlanta,
Georgia
|
$981K
|
-$553K
|
-22,642
|
-36%
|
|
|
104
|
Valeo Financial Advisors
Carmel,
Indiana
|
$977K
|
+$29.2K
|
+1,193
|
+3%
|
|
|
105
|
iA Global Asset Management
Quebec,
Quebec, Canada
|
$911K
|
+$909K
|
+37,200
|
New
|
|
|
106
|
CGN Advisors
Manhattan,
Kansas
|
$907K
|
+$709
|
+29
|
+0.1%
|
|
|
107
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$895K
|
+$27K
|
+1,106
|
+3%
|
|
|
108
|
Albion Financial Group
Salt Lake City,
Utah
|
$872K
|
+$320K
|
+13,106
|
+58%
|
|
|
109
|
Opal Wealth Advisors
Jericho,
New York
|
$863K
|
-$553K
|
-22,643
|
-39%
|
|
|
110
|
Cetera Advisor Networks
El Segundo,
California
|
$831K
|
-$346K
|
-14,177
|
-29%
|
|
|
111
|
Boston Financial Management
Boston,
Massachusetts
|
$824K
|
+$26.4K
|
+1,080
|
+3%
|
|
|
112
|
Litman Gregory Wealth Management
Larkspur,
California
|
$793K
|
–
|
–
|
–
|
|
|
113
|
Fairview Capital Investment Management
Greenbrae,
California
|
$778K
|
+$4.89K
|
+200
|
+0.6%
|
|
|
114
|
Davenport & Co
Richmond,
Virginia
|
$757K
|
–
|
–
|
–
|
|
|
115
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$740K
|
-$91.5K
|
-3,746
|
-11%
|
|
|
116
|
Level Financial Advisors
East Amherst,
New York
|
$732K
|
+$30.1K
|
+1,232
|
+4%
|
|
|
117
|
Rockefeller Capital Management
New York
|
$721K
|
-$13.4K
|
-550
|
-2%
|
|
|
118
|
PrairieView Partners
St. Paul,
Minnesota
|
$718K
|
-$2.03K
|
-83
|
-0.3%
|
|
|
119
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$705K
|
-$3.25K
|
-133
|
-0.5%
|
|
|
120
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$695K
|
+$115K
|
+4,708
|
+20%
|
|
|
121
|
UMB Bank
Kansas City,
Missouri
|
$680K
|
–
|
–
|
–
|
|
|
122
|
Westfuller Advisors
New York
|
$672K
|
+$671K
|
+27,444
|
New
|
|
|
123
|
Whittier Trust
South Pasadena,
California
|
$634K
|
–
|
–
|
–
|
|
|
124
|
VERITY Wealth Advisors
Sausalito,
United States
|
$630K
|
–
|
–
|
–
|
|
|
125
|
One Day In July LLC
Burlington,
Vermont
|
$629K
|
–
|
–
|
–
|
|
