|
26
|
Acima Private Wealth
Richmond,
Virginia
|
$2.94M
|
–
|
–
|
–
|
|
|
27
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$2.52M
|
-$583K
|
-13,042
|
-17%
|
|
|
28
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.9M
|
-$22.6K
|
-505
|
-1%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$1.86M
|
-$6.34M
|
-141,828
|
-76%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$1.75M
|
+$21.2K
|
+474
|
+1%
|
|
|
31
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.65M
|
-$80.7K
|
-1,804
|
-4%
|
|
|
32
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.6M
|
+$53.2K
|
+1,191
|
+3%
|
|
|
33
|
FDx Advisors
Chicago,
Illinois
|
$1.56M
|
+$59.5K
|
+1,331
|
+4%
|
|
|
34
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.45M
|
-$7.82K
|
-175
|
-0.5%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$1.42M
|
+$65K
|
+1,454
|
+4%
|
|
|
36
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.34M
|
+$1.46M
|
+32,766
|
New
|
|
|
37
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.09M
|
–
|
–
|
–
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$1.08M
|
+$25.1K
|
+561
|
+2%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.02M
|
+$32.8K
|
+733
|
+3%
|
|
|
40
|
Gilbert & Cook
West Des Moines,
Iowa
|
$980K
|
-$90.5K
|
-2,024
|
-8%
|
|
|
41
|
SWMG LLC
Fort Worth,
Texas
|
$964K
|
+$1.06M
|
+23,616
|
New
|
|
|
42
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$876K
|
+$596K
|
+13,332
|
+164%
|
|
|
43
|
Madison Asset Management
Madison,
Wisconsin
|
$863K
|
+$451K
|
+10,091
|
+91%
|
|
|
44
|
Zurich Insurance Group
Zurich,
Switzerland
|
$823K
|
+$53.2K
|
+1,190
|
+6%
|
|
|
45
|
Atria Wealth Solutions
New York
|
$786K
|
+$6.48K
|
+145
|
+0.8%
|
|
|
46
|
Rockefeller Capital Management
New York
|
$724K
|
-$107K
|
-2,384
|
-12%
|
|
|
47
|
Bank of New York Mellon
New York
|
$661K
|
+$252K
|
+5,632
|
+53%
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$637K
|
+$602K
|
+13,475
|
+640%
|
|
|
49
|
SVB Wealth
Boston,
Massachusetts
|
$635K
|
+$6.66K
|
+149
|
+1%
|
|
|
50
|
Keel Point
Huntsville,
Alabama
|
$624K
|
-$1.57M
|
-35,198
|
-70%
|
|
