|
26
|
Rockefeller Capital Management
New York
|
$364K
|
+$356K
|
+9,064
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$302K
|
-$2.44M
|
-62,076
|
-89%
|
|
|
28
|
Mills Wealth Advisors
Southlake,
Texas
|
$225K
|
-$510
|
-13
|
-0.2%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$207K
|
+$202K
|
+5,158
|
New
|
|
|
30
|
Manchester Financial
Westlake Village,
California
|
$206K
|
+$202K
|
+5,141
|
New
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$151K
|
+$147K
|
+3,751
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$108K
|
–
|
–
|
–
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$92K
|
+$89.7K
|
+2,287
|
New
|
|
|
34
|
Huntington National Bank
Columbus,
Ohio
|
$15.7K
|
–
|
–
|
–
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$13.3K
|
-$4.39K
|
-112
|
-25%
|
|
|
36
|
Principia Wealth Advisory
Dallas,
Texas
|
$12.1K
|
+$2.98K
|
+76
|
+33%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.26K
|
+$8.04K
|
+205
|
New
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
-$5.3K
|
-135
|
-85%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
–
|
-$3.71M
|
-96,576
|
Closed
|
|
|
40
|
Flow Traders U.S.
New York
|
–
|
-$3.38M
|
-87,952
|
Closed
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$2.06M
|
-53,681
|
Closed
|
|
|
42
|
|
–
|
-$25.7K
|
-668
|
Closed
|
|
|
43
|
UBS Group
Zurich,
Switzerland
|
–
|
-$17.7K
|
-461
|
Closed
|
|
