|
26
|
Wells Fargo
San Francisco,
California
|
$514K
|
+$130K
|
+2,750
|
+32%
|
|
|
27
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$485K
|
-$904K
|
-19,203
|
-64%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$419K
|
-$39.7K
|
-843
|
-8%
|
|
|
29
|
Aspen Grove Capital
Avon,
Colorado
|
$340K
|
–
|
–
|
–
|
|
|
30
|
Icon Wealth Partners
Houston,
Texas
|
$329K
|
–
|
–
|
–
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$280K
|
+$28.8K
|
+611
|
+11%
|
|
|
32
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$246K
|
+$257K
|
+5,464
|
New
|
|
|
33
|
Atria Wealth Solutions
New York
|
$245K
|
+$1.55K
|
+33
|
+0.6%
|
|
|
34
|
Wealthspire Advisors (New York)
New York
|
$235K
|
+$16.7K
|
+355
|
+7%
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$234K
|
+$245K
|
+5,194
|
New
|
|
|
36
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$217K
|
–
|
–
|
–
|
|
|
37
|
Arlington Partners
Birmingham,
Alabama
|
$213K
|
–
|
–
|
–
|
|
|
38
|
Arlington Trust
Birmingham,
Alabama
|
$213K
|
+$223K
|
+4,734
|
New
|
|
|
39
|
Inscription Capital
Houston,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$203K
|
+$213K
|
+4,513
|
New
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$195K
|
-$2.66M
|
-56,418
|
-93%
|
|
|
42
|
Operose Advisors
Milwaukee,
Wisconsin
|
$192K
|
+$200K
|
+4,254
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$191K
|
-$107K
|
-2,264
|
-35%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$121K
|
-$6.88K
|
-146
|
-5%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$120K
|
+$99.5K
|
+2,112
|
+383%
|
|
|
46
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
-$32.9K
|
-698
|
-23%
|
|
|
47
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$99.8K
|
-$348K
|
-7,386
|
-77%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$75.2K
|
-$5.7K
|
-121
|
-7%
|
|
|
49
|
Central Bank & Trust
Lexington,
Kentucky
|
$73.4K
|
+$76.8K
|
+1,630
|
New
|
|
|
50
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$70.5K
|
+$73.7K
|
+1,565
|
New
|
|
