|
26
|
Stelac Advisory Services
New York
|
$2.52M
|
–
|
–
|
–
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$2.5M
|
+$711K
|
+32,392
|
+39%
|
|
|
28
|
Lake Street Private Wealth
Chicago,
Illinois
|
$2.43M
|
+$173K
|
+7,900
|
+8%
|
|
|
29
|
Peak Asset Management
Louisville,
Colorado
|
$2.35M
|
+$47.5K
|
+2,162
|
+2%
|
|
|
30
|
Atria Wealth Solutions
New York
|
$2.29M
|
+$193K
|
+8,795
|
+9%
|
|
|
31
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.21M
|
-$59.4K
|
-2,708
|
-3%
|
|
|
32
|
United Capital Financial Advisors
Irving,
Texas
|
$2.06M
|
-$25.2K
|
-1,150
|
-1%
|
|
|
33
|
New England Asset Management
Farmington,
Connecticut
|
$2.02M
|
–
|
–
|
–
|
|
|
34
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.95M
|
-$220K
|
-10,021
|
-10%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9M
|
+$255K
|
+11,630
|
+15%
|
|
|
36
|
Everett Harris & Co
Los Angeles,
California
|
$1.88M
|
+$117K
|
+5,340
|
+7%
|
|
|
37
|
|
$1.85M
|
+$1.14M
|
+52,157
|
+160%
|
|
|
38
|
My Personal CFO LLC
Vancouver,
Washington
|
$1.84M
|
-$22
|
-1
|
-0%
|
|
|
39
|
Arrow Investment Advisors
Laurel,
Maryland
|
$1.82M
|
-$94.2K
|
-4,290
|
-5%
|
|
|
40
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.63M
|
-$1.32M
|
-60,000
|
-44%
|
|
|
41
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.63M
|
-$33K
|
-1,504
|
-2%
|
|
|
42
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$1.6M
|
–
|
–
|
–
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$1.59M
|
-$64.7K
|
-2,945
|
-4%
|
|
|
44
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.48M
|
+$1.5M
|
+68,262
|
New
|
|
|
45
|
Rockefeller Capital Management
New York
|
$1.45M
|
–
|
–
|
–
|
|
|
46
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.37M
|
-$339K
|
-15,436
|
-20%
|
|
|
47
|
Kestra Advisory Services
Austin,
Texas
|
$1.33M
|
-$664K
|
-30,269
|
-33%
|
|
|
48
|
Stone Summit Wealth
Miami,
Florida
|
$1.32M
|
+$3.12K
|
+142
|
+0.2%
|
|
|
49
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.27M
|
-$178K
|
-8,091
|
-12%
|
|
|
50
|
Veritable
Wilmington,
Delaware
|
$1.18M
|
–
|
–
|
–
|
|
