|
26
|
Corient Private Wealth
Miami,
Florida
|
$1.19M
|
+$120K
|
+723
|
+11%
|
|
|
27
|
Stifel Financial
St. Louis,
Missouri
|
$1.19M
|
–
|
–
|
–
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.07M
|
-$132K
|
-800
|
-11%
|
|
|
29
|
|
$997K
|
+$105K
|
+636
|
+11%
|
|
|
30
|
Pacific Sun Financial
Los Angeles,
California
|
$992K
|
-$11.6K
|
-70
|
-1%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$957K
|
+$953K
|
+5,756
|
New
|
|
|
32
|
Kestra Advisory Services
Austin,
Texas
|
$901K
|
+$1.49K
|
+9
|
+0.2%
|
|
|
33
|
Cetera Advisor Networks
El Segundo,
California
|
$893K
|
+$17.6K
|
+106
|
+2%
|
|
|
34
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$823K
|
+$248K
|
+1,500
|
+43%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$807K
|
-$258K
|
-1,557
|
-24%
|
|
|
36
|
Aspiriant LLC
Los Angeles,
California
|
$733K
|
-$489K
|
-2,955
|
-40%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$714K
|
+$416K
|
+2,514
|
+141%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$709K
|
-$24.8K
|
-150
|
-3%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$665K
|
–
|
–
|
–
|
|
|
40
|
Quintet Private Bank (Europe)
Luxembourg
|
$662K
|
+$572K
|
+3,452
|
New
|
|
|
41
|
Navis Wealth Advisors
Rye Brook,
New York
|
$657K
|
–
|
–
|
–
|
|
|
42
|
Wealthfront Advisers
Palo Alto,
California
|
$576K
|
+$87.1K
|
+526
|
+18%
|
|
|
43
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$506K
|
+$504K
|
+3,045
|
New
|
|
|
44
|
Pursue Wealth Partners
Clayton,
California
|
$499K
|
–
|
–
|
–
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$433K
|
-$49.8K
|
-301
|
-10%
|
|
|
46
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$409K
|
+$65.9K
|
+398
|
+19%
|
|
|
47
|
Equitable Holdings
New York
|
$391K
|
+$144K
|
+870
|
+59%
|
|
|
48
|
Williams Jones Wealth Management
New York
|
$366K
|
-$34.8K
|
-210
|
-9%
|
|
|
49
|
Pine Valley Investments
Marlton,
New Jersey
|
$358K
|
–
|
–
|
–
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$333K
|
-$40.6K
|
-245
|
-11%
|
|
