|
26
|
Rockefeller Capital Management
New York
|
$903K
|
-$10.7K
|
-234
|
-1%
|
|
|
27
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$899K
|
+$634K
|
+13,810
|
+318%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$788K
|
+$121K
|
+2,641
|
+20%
|
|
|
29
|
Keel Point
Huntsville,
Alabama
|
$676K
|
–
|
–
|
–
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$580K
|
+$299K
|
+6,506
|
+125%
|
|
|
31
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$528K
|
-$382K
|
-8,320
|
-44%
|
|
|
32
|
Crabel Capital Management
Los Angeles,
California
|
$492K
|
+$456K
|
+9,935
|
New
|
|
|
33
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$485K
|
-$45.1K
|
-984
|
-9%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$441K
|
-$17.4K
|
-380
|
-4%
|
|
|
35
|
Icon Wealth Advisors
Houston,
Texas
|
$371K
|
+$344K
|
+7,489
|
New
|
|
|
36
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$366K
|
+$339K
|
+7,385
|
New
|
|
|
37
|
Sapient Capital
Indianapolis,
Indiana
|
$260K
|
+$241K
|
+5,251
|
New
|
|
|
38
|
Atria Wealth Solutions
New York
|
$260K
|
-$9.09K
|
-198
|
-4%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$248K
|
+$230K
|
+5,019
|
New
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$248K
|
-$54.9K
|
-1,197
|
-19%
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$239K
|
–
|
–
|
–
|
|
|
42
|
Inscription Capital
Houston,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$212K
|
+$1.7K
|
+37
|
+0.9%
|
|
|
44
|
Seven Mile Advisory
Ewing,
New Jersey
|
$210K
|
+$194K
|
+4,233
|
New
|
|
|
45
|
Raymond James Trust
St. Petersburg,
Florida
|
$203K
|
+$188K
|
+4,092
|
New
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
$135K
|
-$398K
|
-8,682
|
-76%
|
|
|
47
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$132K
|
+$123K
|
+2,670
|
New
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$92.2K
|
-$21K
|
-458
|
-20%
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
$90.6K
|
+$7.34K
|
+160
|
+10%
|
|
|
50
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$87K
|
-$21.1K
|
-459
|
-21%
|
|
