|
26
|
Comerica Bank
Dallas,
Texas
|
$678K
|
-$363K
|
-6,467
|
-35%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$658K
|
-$16.4K
|
-292
|
-2%
|
|
|
28
|
Nolet Wealth Management
Fort Worth,
Texas
|
$599K
|
+$598K
|
+10,638
|
New
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$597K
|
-$85.4K
|
-1,520
|
-13%
|
|
|
30
|
Circle Wealth Management
Summit,
New Jersey
|
$594K
|
+$37.7K
|
+671
|
+7%
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$555K
|
+$41.6K
|
+741
|
+8%
|
|
|
32
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$476K
|
+$33K
|
+587
|
+7%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$473K
|
+$61K
|
+1,086
|
+15%
|
|
|
34
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$461K
|
–
|
–
|
–
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$424K
|
+$11.2K
|
+200
|
+3%
|
|
|
36
|
Icon Wealth Advisors
Houston,
Texas
|
$414K
|
+$56
|
+1
|
+0%
|
|
|
37
|
Raymond James Financial
St Petersburg,
Florida
|
$405K
|
+$13.1K
|
+234
|
+3%
|
|
|
38
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
$395K
|
+$394K
|
+7,012
|
New
|
|
|
39
|
Brown Brothers Harriman & Co
New York
|
$369K
|
–
|
–
|
–
|
|
|
40
|
Ballentine Partners
Waltham,
Massachusetts
|
$362K
|
–
|
–
|
–
|
|
|
41
|
Pathstone Holdings
Englewood,
New Jersey
|
$354K
|
+$353K
|
+6,284
|
New
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$350K
|
+$91.9K
|
+1,635
|
+36%
|
|
|
43
|
|
$329K
|
-$165K
|
-2,930
|
-33%
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$310K
|
+$6.24K
|
+111
|
+2%
|
|
|
45
|
Cloud Capital Management
Seattle,
Washington
|
$287K
|
–
|
–
|
–
|
|
|
46
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$258K
|
–
|
–
|
–
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$239K
|
+$32.8K
|
+583
|
+16%
|
|
|
48
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$238K
|
+$25.9K
|
+461
|
+12%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$233K
|
+$21.1K
|
+375
|
+10%
|
|
|
50
|
IEQ Capital
Foster City,
California
|
$230K
|
-$15.3K
|
-272
|
-6%
|
|
