|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.62M
|
+$1.6M
|
+28,111
|
+145%
|
|
|
27
|
Prudential Financial
Newark,
New Jersey
|
$2.44M
|
+$2.53M
|
+44,357
|
New
|
|
|
28
|
Keel Point
Huntsville,
Alabama
|
$2.44M
|
-$1.31M
|
-22,883
|
-34%
|
|
|
29
|
Zurich Insurance Group
Zurich,
Switzerland
|
$2.27M
|
+$1.43M
|
+25,080
|
+156%
|
|
|
30
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.09M
|
+$29.3K
|
+514
|
+1%
|
|
|
31
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.87M
|
+$1.31M
|
+22,983
|
+210%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
+$774K
|
+13,573
|
+74%
|
|
|
33
|
SWMG LLC
Fort Worth,
Texas
|
$1.62M
|
-$43.6K
|
-765
|
-3%
|
|
|
34
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.6M
|
+$1.66M
|
+29,140
|
New
|
|
|
35
|
VanEck Associates
New York
|
$1.59M
|
+$344K
|
+6,026
|
+26%
|
|
|
36
|
Gilbert & Cook
West Des Moines,
Iowa
|
$1.58M
|
-$108K
|
-1,901
|
-6%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$1.57M
|
+$428K
|
+7,500
|
+36%
|
|
|
38
|
HB Wealth Management
Atlanta,
Georgia
|
$1.35M
|
+$1.39M
|
+24,441
|
New
|
|
|
39
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.3M
|
-$43.9K
|
-769
|
-3%
|
|
|
40
|
Wealthspire Advisors (New York)
New York
|
$1.16M
|
-$14K
|
-245
|
-1%
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.1M
|
+$108K
|
+1,894
|
+10%
|
|
|
42
|
FDx Advisors
Chicago,
Illinois
|
$1.1M
|
+$1.14M
|
+19,939
|
New
|
|
|
43
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.06M
|
+$1.1M
|
+19,339
|
New
|
|
|
44
|
Rockefeller Capital Management
New York
|
$938K
|
+$34.6K
|
+607
|
+4%
|
|
|
45
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$937K
|
-$85.7K
|
-1,503
|
-8%
|
|
|
46
|
SVB Wealth
Boston,
Massachusetts
|
$802K
|
+$830K
|
+14,559
|
New
|
|
|
47
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$721K
|
–
|
–
|
–
|
|
|
48
|
M&T Bank
Buffalo,
New York
|
$719K
|
+$745K
|
+13,053
|
New
|
|
|
49
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$687K
|
+$49.2K
|
+863
|
+7%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$671K
|
+$3.08K
|
+54
|
+0.4%
|
|
