|
26
|
Wells Fargo
San Francisco,
California
|
$384K
|
-$44.5K
|
-5,463
|
-10%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$377K
|
-$4.76K
|
-585
|
-1%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$361K
|
+$350K
|
+43,029
|
New
|
|
|
29
|
Kestra Private Wealth Services
Austin,
Texas
|
$356K
|
-$17K
|
-2,088
|
-4%
|
|
|
30
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
$348K
|
-$37.3K
|
-4,582
|
-9%
|
|
|
31
|
Avalon Investment & Advisory
Houston,
Texas
|
$323K
|
–
|
–
|
–
|
|
|
32
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$312K
|
-$73K
|
-8,975
|
-18%
|
|
|
33
|
Guggenheim Capital
Chicago,
Illinois
|
$299K
|
-$4.48K
|
-551
|
-1%
|
|
|
34
|
|
$290K
|
-$262K
|
-32,200
|
-46%
|
|
|
35
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$282K
|
+$1.63K
|
+200
|
+0.6%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$240K
|
+$895
|
+110
|
+0.4%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$228K
|
+$142K
|
+17,425
|
+142%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$212K
|
+$30.6K
|
+3,764
|
+16%
|
|
|
39
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$209K
|
-$57.6K
|
-7,077
|
-20%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$206K
|
-$3.31K
|
-407
|
-1%
|
|
|
41
|
Smith, Moore & Co
Clayton,
Missouri
|
$187K
|
–
|
–
|
–
|
|
|
42
|
Oppenheimer & Co
New York
|
$185K
|
+$22K
|
+2,700
|
+13%
|
|
|
43
|
Avantax Advisory Services
Dallas,
Texas
|
$181K
|
+$3.54K
|
+435
|
+2%
|
|
|
44
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$179K
|
–
|
–
|
–
|
|
|
45
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$178K
|
+$94.2K
|
+11,574
|
+100%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$173K
|
+$7.21K
|
+886
|
+4%
|
|
|
47
|
Moors & Cabot
Boston,
Massachusetts
|
$171K
|
–
|
–
|
–
|
|
|
48
|
|
$152K
|
+$161K
|
+19,735
|
New
|
|
|
49
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$140K
|
-$12.2K
|
-1,500
|
-8%
|
|
|
50
|
Prospera Financial Services
Dallas,
Texas
|
$134K
|
–
|
–
|
–
|
|
