|
26
|
Rockefeller Capital Management
New York
|
$3.58M
|
+$119K
|
+2,815
|
+3%
|
|
|
27
|
Wharton Business Group
Malvern,
Pennsylvania
|
$3.34M
|
-$40.4K
|
-953
|
-1%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$3.28M
|
-$205K
|
-4,837
|
-5%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.96M
|
-$15.3M
|
-362,047
|
-81%
|
|
|
30
|
Stelac Advisory Services
New York
|
$2.94M
|
+$2.16M
|
+50,905
|
+143%
|
|
|
31
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.3M
|
+$1.52M
|
+35,933
|
+113%
|
|
|
32
|
Israel Discount Bank of New York
New York
|
$2.29M
|
+$172K
|
+4,063
|
+6%
|
|
|
33
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.18M
|
+$8.52K
|
+201
|
+0.3%
|
|
|
34
|
HighTower Advisors
Chicago,
Illinois
|
$2.14M
|
-$387K
|
-9,124
|
-13%
|
|
|
35
|
Barclays
London,
United Kingdom
|
$2.11M
|
+$638K
|
+15,053
|
+32%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$2.06M
|
-$331K
|
-7,817
|
-10%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.98M
|
-$52.7K
|
-1,244
|
-2%
|
|
|
38
|
Eaton Vance Management
Boston,
Massachusetts
|
$1.9M
|
-$12.5K
|
-296
|
-0.5%
|
|
|
39
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$916K
|
+21,611
|
+73%
|
|
|
40
|
Greytown Advisors
Miami,
Florida
|
$1.68M
|
-$141K
|
-3,334
|
-6%
|
|
|
41
|
Circle Wealth Management
Summit,
New Jersey
|
$1.55M
|
+$2.02M
|
+47,561
|
New
|
|
|
42
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.5M
|
+$82.6K
|
+1,949
|
+5%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$1.49M
|
-$405K
|
-9,542
|
-18%
|
|
|
44
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.47M
|
-$11.9K
|
-280
|
-0.6%
|
|
|
45
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.45M
|
+$1.81M
|
+42,624
|
New
|
|
|
46
|
Covington Capital Management
Los Angeles,
California
|
$1.44M
|
-$148K
|
-3,500
|
-8%
|
|
|
47
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.44M
|
–
|
–
|
–
|
|
|
48
|
Foothills Asset Management
Scottsdale,
Arizona
|
$1.42M
|
-$128K
|
-3,015
|
-7%
|
|
|
49
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$1.33M
|
-$339
|
-8
|
-0%
|
|
|
50
|
Kore Private Wealth
New York
|
$1.26M
|
-$249K
|
-5,871
|
-14%
|
|
