|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
27
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.02M
|
–
|
–
|
–
|
|
|
28
|
Tolleson Wealth Management
Dallas,
Texas
|
$763K
|
+$735K
|
+12,000
|
New
|
|
|
29
|
Kestra Advisory Services
Austin,
Texas
|
$694K
|
+$30.5K
|
+498
|
+5%
|
|
|
30
|
Breakwater Investment Management
Seattle,
Washington
|
$688K
|
+$3K
|
+49
|
+0.5%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$666K
|
+$610K
|
+9,971
|
+1,955%
|
|
|
32
|
|
$665K
|
+$341K
|
+5,573
|
+114%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$661K
|
+$62.6K
|
+1,022
|
+11%
|
|
|
34
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$658K
|
+$171K
|
+2,801
|
+37%
|
|
|
35
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$658K
|
+$171K
|
+2,801
|
+37%
|
|
|
36
|
Valeo Financial Advisors
Carmel,
Indiana
|
$652K
|
-$5.69K
|
-93
|
-0.9%
|
|
|
37
|
Sage Advisory Services
Austin,
Texas
|
$606K
|
-$119K
|
-1,941
|
-17%
|
|
|
38
|
Fiduciary Trust
Boston,
Massachusetts
|
$512K
|
–
|
–
|
–
|
|
|
39
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$499K
|
+$253K
|
+4,140
|
+112%
|
|
|
40
|
Portland Global Advisors
Portland,
Maine
|
$462K
|
-$98.2K
|
-1,605
|
-18%
|
|
|
41
|
Citadel Advisors
Miami,
Florida
|
$442K
|
+$425K
|
+6,949
|
New
|
|
|
42
|
Per Stirling Capital Management
Austin,
Texas
|
$422K
|
+$306
|
+5
|
+0.1%
|
|
|
43
|
Stephens Consulting
Flint,
Michigan
|
$397K
|
-$15.4K
|
-251
|
-4%
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$387K
|
–
|
–
|
–
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
$366K
|
-$7.34K
|
-120
|
-2%
|
|
|
46
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$359K
|
+$6.86K
|
+112
|
+2%
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
$334K
|
+$6.49K
|
+106
|
+2%
|
|
|
48
|
JMG Financial Group
Downers Grove,
Illinois
|
$305K
|
-$11.5K
|
-188
|
-4%
|
|
|
49
|
Caprock Group
Boise,
Idaho
|
$300K
|
+$918
|
+15
|
+0.3%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$290K
|
-$5.75K
|
-94
|
-2%
|
|
