|
26
|
Icon Wealth Partners
Houston,
Texas
|
$361K
|
–
|
–
|
–
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$348K
|
-$104K
|
-1,940
|
-24%
|
|
|
28
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
29
|
Crabel Capital Management
Los Angeles,
California
|
$300K
|
+$288K
|
+5,384
|
New
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$270K
|
–
|
–
|
–
|
|
|
31
|
Custos Family Office
Austin,
Texas
|
$251K
|
+$242K
|
+4,511
|
New
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$248K
|
+$140K
|
+2,619
|
+142%
|
|
|
33
|
Bank of New York Mellon
New York
|
$205K
|
+$197K
|
+3,679
|
New
|
|
|
34
|
WhitTier Trust Company
Reno,
Nevada
|
$169K
|
–
|
–
|
–
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$164K
|
-$49.3K
|
-920
|
-24%
|
|
|
36
|
Huntington National Bank
Columbus,
Ohio
|
$159K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$141K
|
-$61.9K
|
-1,156
|
-31%
|
|
|
38
|
Choate Investment Advisors
Boston,
Massachusetts
|
$129K
|
-$643
|
-12
|
-0.5%
|
|
|
39
|
Sierra Capital
Miami,
Florida
|
$118K
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$109K
|
-$50.4K
|
-942
|
-32%
|
|
|
41
|
Matrix Private Capital Group
New York
|
$82K
|
+$30.4K
|
+567
|
+63%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$62K
|
-$1.87K
|
-35
|
-3%
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$45K
|
+$20.3K
|
+380
|
+98%
|
|
|
44
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$42K
|
–
|
–
|
–
|
|
|
45
|
|
$39K
|
–
|
–
|
–
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$37K
|
-$13.5K
|
-252
|
-28%
|
|
|
47
|
Parallel Advisors
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
48
|
Newton One Investments
Newark,
Delaware
|
$20K
|
–
|
–
|
–
|
|
|
49
|
|
$20K
|
+$7.12K
|
+133
|
+59%
|
|
|
50
|
Whittier Trust
South Pasadena,
California
|
$17K
|
–
|
–
|
–
|
|
