|
51
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$890K
|
-$45.2K
|
-1,402
|
-5%
|
|
|
52
|
Slow Capital
Greenbrae,
California
|
$864K
|
-$52.8K
|
-1,640
|
-6%
|
|
|
53
|
Unique Wealth
Clearwater,
Florida
|
$846K
|
+$634K
|
+19,690
|
+297%
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$766K
|
-$29.5K
|
-917
|
-4%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$750K
|
-$157K
|
-4,875
|
-17%
|
|
|
56
|
AllianceBernstein
Nashville,
Tennessee
|
$749K
|
-$13.9K
|
-430
|
-2%
|
|
|
57
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$730K
|
–
|
–
|
–
|
|
|
58
|
Bailard
Foster City,
California
|
$707K
|
–
|
–
|
–
|
|
|
59
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$703K
|
–
|
–
|
–
|
|
|
60
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$670K
|
+$659K
|
+20,460
|
+6,200%
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$633K
|
+$10.3K
|
+321
|
+2%
|
|
|
62
|
Vontobel Holding
Zurich,
Switzerland
|
$625K
|
-$332K
|
-10,294
|
-35%
|
|
|
63
|
EP Wealth Advisors
Torrance,
California
|
$613K
|
-$856K
|
-26,572
|
-58%
|
|
|
64
|
Baker Avenue Asset Management
San Francisco,
California
|
$612K
|
–
|
–
|
–
|
|
|
65
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$596K
|
+$36.2K
|
+1,123
|
+6%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$595K
|
+$597K
|
+18,519
|
+1,851,900%
|
|
|
67
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$565K
|
–
|
–
|
–
|
|
|
68
|
Evanson Asset Management
Carmel,
California
|
$508K
|
–
|
–
|
–
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$474K
|
-$33.1K
|
-1,028
|
-7%
|
|
|
70
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$428K
|
–
|
–
|
–
|
|
|
71
|
Coldstream Capital Management
Bellevue,
Washington
|
$417K
|
–
|
–
|
–
|
|
|
72
|
Osaic Holdings
Scottsdale,
Arizona
|
$415K
|
+$165K
|
+5,124
|
+66%
|
|
|
73
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$410K
|
-$74.3K
|
-2,306
|
-15%
|
|
|
74
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$387K
|
-$8.86K
|
-275
|
-2%
|
|
|
75
|
Cetera Advisor Networks
El Segundo,
California
|
$382K
|
-$12.7K
|
-395
|
-3%
|
|
