|
26
|
Keel Point
Huntsville,
Alabama
|
$653K
|
–
|
–
|
–
|
|
|
27
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$510K
|
-$498K
|
-10,185
|
-49%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$485K
|
-$107K
|
-2,187
|
-18%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$475K
|
-$12.1K
|
-247
|
-2%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$469K
|
+$16.6K
|
+339
|
+4%
|
|
|
31
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$459K
|
-$489K
|
-10,001
|
-51%
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$414K
|
+$280K
|
+5,715
|
+194%
|
|
|
33
|
CVA Family Office
Denver,
Colorado
|
$395K
|
–
|
–
|
–
|
|
|
34
|
Aspen Grove Capital
Avon,
Colorado
|
$361K
|
–
|
–
|
–
|
|
|
35
|
Icon Wealth Partners
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$312K
|
+$82.7K
|
+1,690
|
+35%
|
|
|
37
|
Custos Family Office
Austin,
Texas
|
$269K
|
+$275K
|
+5,618
|
New
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$268K
|
-$24.1K
|
-493
|
-8%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$259K
|
-$13.9K
|
-285
|
-5%
|
|
|
40
|
Wealthspire Advisors (New York)
New York
|
$233K
|
–
|
–
|
–
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$231K
|
+$12.7K
|
+260
|
+6%
|
|
|
42
|
Arlington Partners
Birmingham,
Alabama
|
$226K
|
+$232K
|
+4,734
|
New
|
|
|
43
|
Inscription Capital
Houston,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
44
|
NEPC LLC
Boston,
Massachusetts
|
$196K
|
+$201K
|
+4,104
|
New
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$144K
|
+$121K
|
+2,470
|
+451%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$136K
|
-$46.4K
|
-949
|
-25%
|
|
|
47
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$85.7K
|
-$28.2K
|
-576
|
-24%
|
|
|
49
|
NewEdge Advisors
New Orleans,
Louisiana
|
$62.6K
|
–
|
–
|
–
|
|
|
50
|
Parallel Advisors
San Francisco,
California
|
$60K
|
-$85.1K
|
-1,739
|
-58%
|
|
