|
26
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.2M
|
-$150K
|
-7,111
|
-6%
|
|
|
27
|
Stelac Advisory Services
New York
|
$2.19M
|
–
|
–
|
–
|
|
|
28
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.07M
|
-$265K
|
-12,600
|
-10%
|
|
|
29
|
Atria Wealth Solutions
New York
|
$1.98M
|
+$333K
|
+15,835
|
+18%
|
|
|
30
|
Peak Asset Management
Louisville,
Colorado
|
$1.97M
|
+$130K
|
+6,154
|
+6%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$1.8M
|
–
|
–
|
–
|
|
|
32
|
New England Asset Management
Farmington,
Connecticut
|
$1.76M
|
–
|
–
|
–
|
|
|
33
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.68M
|
-$126K
|
-6,003
|
-6%
|
|
|
34
|
Arrow Investment Advisors
Laurel,
Maryland
|
$1.63M
|
+$1.81M
|
+85,779
|
New
|
|
|
35
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.6M
|
-$10K
|
-477
|
-0.6%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$1.53M
|
-$60K
|
-2,848
|
-3%
|
|
|
37
|
Everett Harris & Co
Los Angeles,
California
|
$1.49M
|
+$884K
|
+41,995
|
+114%
|
|
|
38
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.47M
|
+$1.38M
|
+65,669
|
+546%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$1.44M
|
+$230K
|
+10,942
|
+17%
|
|
|
40
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.42M
|
+$48.1K
|
+2,285
|
+3%
|
|
|
41
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.4M
|
–
|
–
|
–
|
|
|
42
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.39M
|
-$17.5K
|
-829
|
-1%
|
|
|
43
|
Greytown Advisors
Miami,
Florida
|
$1.36M
|
–
|
–
|
–
|
|
|
44
|
Keel Point
Huntsville,
Alabama
|
$1.35M
|
+$451K
|
+21,423
|
+51%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$1.28M
|
–
|
–
|
–
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$1.22M
|
-$223K
|
-10,570
|
-14%
|
|
|
47
|
Stone Summit Wealth
Miami,
Florida
|
$1.12M
|
-$5.52K
|
-262
|
-0.4%
|
|
|
48
|
Citadel Advisors
Miami,
Florida
|
$1.09M
|
+$732K
|
+34,735
|
+152%
|
|
|
49
|
Veritable
Wilmington,
Delaware
|
$1.03M
|
-$57.5K
|
-2,730
|
-5%
|
|
|
50
|
Perella Weinberg Partners Capital Management
New York
|
$911K
|
–
|
–
|
–
|
|
