|
76
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.04M
|
+$1.07M
|
+20,736
|
New
|
|
|
77
|
CVA Family Office
Denver,
Colorado
|
$976K
|
+$154K
|
+3,000
|
+18%
|
|
|
78
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$926K
|
-$58.7K
|
-1,141
|
-6%
|
|
|
79
|
Merriman Wealth Management
Seattle,
Washington
|
$913K
|
+$934K
|
+18,163
|
New
|
|
|
80
|
Private Advisor Group
Morristown,
New Jersey
|
$866K
|
+$34.6K
|
+672
|
+4%
|
|
|
81
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$794K
|
+$686K
|
+13,341
|
+543%
|
|
|
82
|
Cetera Advisors
Denver,
Colorado
|
$761K
|
-$263K
|
-5,103
|
-25%
|
|
|
83
|
Atria Wealth Solutions
New York
|
$760K
|
-$73.5K
|
-1,429
|
-9%
|
|
|
84
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$734K
|
+$751K
|
+14,603
|
New
|
|
|
85
|
Rockefeller Capital Management
New York
|
$728K
|
-$38.6K
|
-751
|
-5%
|
|
|
86
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$679K
|
-$76K
|
-1,477
|
-10%
|
|
|
87
|
Raymond James & Associates
St Petersburg,
Florida
|
$661K
|
-$13.2K
|
-257
|
-2%
|
|
|
88
|
Truist Financial
Charlotte,
North Carolina
|
$661K
|
-$91K
|
-1,769
|
-12%
|
|
|
89
|
Ameriprise
Minneapolis,
Minnesota
|
$634K
|
+$179K
|
+3,475
|
+38%
|
|
|
90
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$616K
|
–
|
–
|
–
|
|
|
91
|
Creative Planning
Overland Park,
Kansas
|
$612K
|
+$418K
|
+8,126
|
+200%
|
|
|
92
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$607K
|
-$206K
|
-3,997
|
-25%
|
|
|
93
|
Aspen Grove Capital
Avon,
Colorado
|
$600K
|
–
|
–
|
–
|
|
|
94
|
Perigon Wealth Management
San Francisco,
California
|
$558K
|
+$206K
|
+4,010
|
+56%
|
|
|
95
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$551K
|
-$21.3K
|
-414
|
-4%
|
|
|
96
|
Icon Wealth Partners
Houston,
Texas
|
$547K
|
–
|
–
|
–
|
|
|
97
|
SVB Wealth
Boston,
Massachusetts
|
$524K
|
-$281K
|
-5,463
|
-34%
|
|
|
98
|
Gilbert & Cook
West Des Moines,
Iowa
|
$502K
|
-$207K
|
-4,027
|
-29%
|
|
|
99
|
Inscription Capital
Houston,
Texas
|
$488K
|
–
|
–
|
–
|
|
|
100
|
Patron Partners
Houston,
Texas
|
$470K
|
-$36.3K
|
-706
|
-7%
|
|
