|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$352K
|
+$50.2K
|
+623
|
+18%
|
|
|
27
|
Kennedy Investment Group
West Depford,
New Jersey
|
$351K
|
–
|
–
|
–
|
|
|
28
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
29
|
Wealthspire Advisors (New York)
New York
|
$325K
|
-$16.4K
|
-204
|
-5%
|
|
|
30
|
Summit Trail Advisors
New York
|
$310K
|
–
|
–
|
–
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$306K
|
–
|
–
|
–
|
|
|
32
|
Lido Advisors
Los Angeles,
California
|
$302K
|
–
|
–
|
–
|
|
|
33
|
Lazari Capital Management
Woodland Hills,
California
|
$300K
|
–
|
–
|
–
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$279K
|
–
|
–
|
–
|
|
|
35
|
Lowery Thomas LLC
Pebble Beach,
California
|
$277K
|
+$261K
|
+3,242
|
New
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$262K
|
–
|
–
|
–
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$257K
|
–
|
–
|
–
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$234K
|
+$221K
|
+2,736
|
New
|
|
|
39
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$225K
|
-$32.2K
|
-399
|
-13%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$224K
|
+$211K
|
+2,620
|
New
|
|
|
41
|
|
$217K
|
+$205K
|
+2,538
|
New
|
|
|
42
|
Diversify Advisory Services
Sandy,
Utah
|
$212K
|
+$179K
|
+2,215
|
New
|
|
|
43
|
Diversify Wealth Management
Sandy,
Utah
|
$212K
|
+$179K
|
+2,215
|
New
|
|
|
44
|
United Advisor Group
Cincinnati,
Ohio
|
$211K
|
+$199K
|
+2,470
|
New
|
|
|
45
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$211K
|
+$199K
|
+2,465
|
New
|
|
|
46
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$211K
|
+$199K
|
+2,463
|
New
|
|
|
47
|
Sollinda Capital Management
Miami,
Florida
|
$210K
|
+$198K
|
+2,454
|
New
|
|
|
48
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$202K
|
+$190K
|
+2,357
|
New
|
|
|
49
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$202K
|
+$190K
|
+2,356
|
New
|
|
|
50
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$191K
|
+$180K
|
+2,229
|
New
|
|
