|
76
|
Wealthspire Advisors (New York)
New York
|
$9.59M
|
+$194K
|
+8,485
|
+2%
|
|
|
77
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$9.47M
|
-$111K
|
-4,840
|
-1%
|
|
|
78
|
|
$9.29M
|
+$9.04M
|
+395,000
|
New
|
|
|
79
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$8.97M
|
+$7.33M
|
+319,960
|
+522%
|
|
|
80
|
Atria Investments
Charlotte,
North Carolina
|
$8.85M
|
-$387K
|
-16,915
|
-4%
|
|
|
81
|
Regions Financial Corp
Birmingham,
Alabama
|
$8.81M
|
-$79.6K
|
-3,475
|
-0.9%
|
|
|
82
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$8.78M
|
-$16.6K
|
-725
|
-0.2%
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.71M
|
-$1.15K
|
-50
|
-0%
|
|
|
84
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8.6M
|
+$373K
|
+16,295
|
+5%
|
|
|
85
|
Corient Private Wealth
Miami,
Florida
|
$8.22M
|
+$5.64M
|
+246,190
|
+239%
|
|
|
86
|
Citizens Financial Group
Providence,
Rhode Island
|
$8.21M
|
+$2.6M
|
+113,655
|
+48%
|
|
|
87
|
Financial Perspectives
Minneapolis,
Minnesota
|
$8.11M
|
+$53.2K
|
+2,325
|
+0.7%
|
|
|
88
|
Allianz Asset Management
Munich,
Germany
|
$7.99M
|
+$7.77M
|
+339,500
|
New
|
|
|
89
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$7.81M
|
-$553K
|
-24,145
|
-7%
|
|
|
90
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7.78M
|
+$670K
|
+29,275
|
+10%
|
|
|
91
|
Franklin Resources
San Mateo,
California
|
$7.29M
|
+$180K
|
+7,880
|
+3%
|
|
|
92
|
Lido Advisors
Los Angeles,
California
|
$7.12M
|
-$337K
|
-14,725
|
-5%
|
|
|
93
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.87M
|
+$752K
|
+32,840
|
+13%
|
|
|
94
|
Level Four Advisory Services
Dallas,
Texas
|
$6.4M
|
-$74.5K
|
-3,255
|
-1%
|
|
|
95
|
Prudential Financial
Newark,
New Jersey
|
$6.27M
|
+$4.62M
|
+201,860
|
+311%
|
|
|
96
|
|
$6.2M
|
-$632K
|
-27,620
|
-9%
|
|
|
97
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$5.92M
|
-$498K
|
-21,745
|
-8%
|
|
|
98
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$5.88M
|
–
|
–
|
–
|
|
|
99
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.75M
|
-$849K
|
-37,065
|
-13%
|
|
|
100
|
Advisor OS
Chicago,
Illinois
|
$5.74M
|
+$155K
|
+6,755
|
+3%
|
|
