|
51
|
Whittier Trust
South Pasadena,
California
|
$1.37M
|
+$1.01M
|
+24,769
|
+315%
|
|
|
52
|
|
$1.15M
|
+$16.4K
|
+402
|
+1%
|
|
|
53
|
Avantax Advisory Services
Dallas,
Texas
|
$1.13M
|
+$96.7K
|
+2,367
|
+10%
|
|
|
54
|
WhitTier Trust Company
Reno,
Nevada
|
$1.12M
|
+$246K
|
+6,013
|
+29%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$1.11M
|
+$633K
|
+15,506
|
+140%
|
|
|
56
|
Independent Financial Group
San Diego,
California
|
$1.1M
|
+$682K
|
+16,705
|
+175%
|
|
|
57
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$981K
|
-$1.2M
|
-29,412
|
-56%
|
|
|
58
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$921K
|
+$87.7K
|
+2,147
|
+11%
|
|
|
59
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$860K
|
-$39.7K
|
-972
|
-5%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$831K
|
+$55.6K
|
+1,362
|
+7%
|
|
|
61
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$813K
|
+$288K
|
+7,052
|
+57%
|
|
|
62
|
BNP Paribas Financial Markets
Paris,
France
|
$750K
|
+$98K
|
+2,400
|
+15%
|
|
|
63
|
Tidal Investments
Milwaukee,
Wisconsin
|
$708K
|
+$690K
|
+16,908
|
New
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$691K
|
+$16.6K
|
+406
|
+3%
|
|
|
65
|
|
$660K
|
+$293K
|
+7,182
|
+84%
|
|
|
66
|
Brighton Jones LLC
Seattle,
Washington
|
$634K
|
–
|
–
|
–
|
|
|
67
|
Oak Family Advisors
Chicago,
Illinois
|
$550K
|
+$136K
|
+3,331
|
+34%
|
|
|
68
|
Equitable Holdings
New York
|
$536K
|
+$12.3K
|
+301
|
+2%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$497K
|
+$70.4K
|
+1,724
|
+17%
|
|
|
70
|
Montag & Caldwell
Atlanta,
Georgia
|
$489K
|
+$123K
|
+3,016
|
+35%
|
|
|
71
|
KWB Wealth
Redlands,
California
|
$462K
|
+$27.9K
|
+684
|
+6%
|
|
|
72
|
Oppenheimer & Co
New York
|
$458K
|
+$126K
|
+3,097
|
+40%
|
|
|
73
|
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
$457K
|
+$445K
|
+10,900
|
New
|
|
|
74
|
Rede Wealth
Charlottesville,
Virginia
|
$426K
|
+$415K
|
+10,163
|
New
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$396K
|
+$105K
|
+2,567
|
+38%
|
|
