|
26
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$802K
|
-$1.54M
|
-30,380
|
-65%
|
|
|
27
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$783K
|
+$3.55K
|
+70
|
+0.4%
|
|
|
28
|
MML Investors Services
Springfield,
Massachusetts
|
$714K
|
-$58.8K
|
-1,160
|
-7%
|
|
|
29
|
Cresset Asset Management
Chicago,
Illinois
|
$674K
|
+$39.8K
|
+785
|
+6%
|
|
|
30
|
Keel Point
Huntsville,
Alabama
|
$671K
|
–
|
–
|
–
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$606K
|
+$139K
|
+2,735
|
+29%
|
|
|
32
|
Brown Advisory
Baltimore,
Maryland
|
$602K
|
+$620K
|
+12,248
|
New
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$501K
|
-$12K
|
-236
|
-2%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$466K
|
+$174K
|
+3,425
|
+57%
|
|
|
35
|
CVA Family Office
Denver,
Colorado
|
$405K
|
–
|
–
|
–
|
|
|
36
|
Aspen Grove Capital
Avon,
Colorado
|
$371K
|
–
|
–
|
–
|
|
|
37
|
Icon Wealth Partners
Houston,
Texas
|
$359K
|
+$370K
|
+7,296
|
New
|
|
|
38
|
Crewe Advisors
Salt Lake City,
Utah
|
$307K
|
+$268K
|
+5,300
|
+566%
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$299K
|
+$35.7K
|
+704
|
+13%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$280K
|
-$11.2K
|
-221
|
-4%
|
|
|
41
|
Wealthspire Advisors (New York)
New York
|
$239K
|
-$3.5K
|
-69
|
-1%
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$237K
|
-$47.2K
|
-931
|
-16%
|
|
|
43
|
Inscription Capital
Houston,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
44
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$224K
|
–
|
–
|
–
|
|
|
45
|
Bank of New York Mellon
New York
|
$219K
|
+$226K
|
+4,461
|
New
|
|
|
46
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$205K
|
+$211K
|
+4,167
|
New
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$186K
|
+$13.7K
|
+270
|
+8%
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$147K
|
+$113K
|
+2,236
|
+295%
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$145K
|
-$7.85K
|
-155
|
-5%
|
|
|
50
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$124K
|
+$128K
|
+2,518
|
New
|
|
