|
26
|
Corient Private Wealth
Miami,
Florida
|
$574K
|
-$27.2K
|
-546
|
-4%
|
|
|
27
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$509K
|
–
|
–
|
–
|
|
|
28
|
Circle Wealth Management
Summit,
New Jersey
|
$480K
|
+$491K
|
+9,871
|
New
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$473K
|
+$484K
|
+9,729
|
New
|
|
|
30
|
Ballentine Partners
Waltham,
Massachusetts
|
$396K
|
+$405K
|
+8,136
|
New
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$385K
|
+$4.13K
|
+83
|
+1%
|
|
|
32
|
Icon Wealth Advisors
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
33
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$341K
|
+$70.9K
|
+1,424
|
+25%
|
|
|
34
|
Wealthspire Advisors (New York)
New York
|
$337K
|
-$3.93K
|
-79
|
-1%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$330K
|
-$1.57M
|
-31,615
|
-82%
|
|
|
36
|
Raymond James Financial
St Petersburg,
Florida
|
$296K
|
+$16.5K
|
+331
|
+6%
|
|
|
37
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$284K
|
–
|
–
|
–
|
|
|
38
|
Douglass Winthrop Advisors
New York
|
$273K
|
+$280K
|
+5,618
|
New
|
|
|
39
|
US Bancorp
Minneapolis,
Minnesota
|
$268K
|
+$11.5K
|
+231
|
+4%
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$260K
|
-$54K
|
-1,085
|
-17%
|
|
|
41
|
Cloud Capital Management
Seattle,
Washington
|
$248K
|
+$254K
|
+5,109
|
New
|
|
|
42
|
Inscription Capital
Houston,
Texas
|
$226K
|
+$234K
|
+4,696
|
New
|
|
|
43
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$219K
|
+$100
|
+2
|
+0%
|
|
|
44
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$217K
|
-$498
|
-10
|
-0.2%
|
|
|
45
|
|
$208K
|
+$214K
|
+4,289
|
New
|
|
|
46
|
Fidelity Investments
Boston,
Massachusetts
|
$195K
|
+$76.3K
|
+1,533
|
+62%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$168K
|
–
|
–
|
–
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$146K
|
-$2.49K
|
-50
|
-2%
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$115K
|
-$37.9K
|
-762
|
-24%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$111K
|
-$256K
|
-5,147
|
-69%
|
|
