|
26
|
Platform Technology Partners
New York
|
$212K
|
–
|
–
|
–
|
|
|
27
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$197K
|
+$195K
|
+18,500
|
New
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$191K
|
-$39.6K
|
-3,748
|
-17%
|
|
|
29
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$163K
|
–
|
–
|
–
|
|
|
30
|
Family Management
New York
|
$163K
|
-$123K
|
-11,610
|
-43%
|
|
|
31
|
Klingman & Associates
New York
|
$154K
|
–
|
–
|
–
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$153K
|
+$106
|
+10
|
+0.1%
|
|
|
33
|
Credit Suisse
Zurich,
Switzerland
|
$149K
|
-$1.06K
|
-100
|
-0.7%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$146K
|
+$33K
|
+3,130
|
+30%
|
|
|
35
|
Tompkins Financial
Ithaca,
New York
|
$145K
|
–
|
–
|
–
|
|
|
36
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$139K
|
–
|
–
|
–
|
|
|
37
|
Pinnacle Associates
New York
|
$137K
|
–
|
–
|
–
|
|
|
38
|
Northern Trust
Chicago,
Illinois
|
$119K
|
–
|
–
|
–
|
|
|
39
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$119K
|
-$845
|
-80
|
-0.7%
|
|
|
40
|
Atria Wealth Solutions
New York
|
$113K
|
+$112K
|
+10,600
|
New
|
|
|
41
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$106K
|
–
|
–
|
–
|
|
|
42
|
|
$72K
|
+$71.2K
|
+6,748
|
New
|
|
|
43
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$51.1K
|
+$50.7K
|
+4,800
|
New
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.7K
|
-$6.01K
|
-569
|
-14%
|
|
|
45
|
UMB Bank
Kansas City,
Missouri
|
$26.6K
|
–
|
–
|
–
|
|
|
46
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$25.1K
|
+$24.9K
|
+2,360
|
New
|
|
|
47
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$14.4K
|
–
|
–
|
–
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.2K
|
-$14.4K
|
-1,366
|
-50%
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
$6.38K
|
–
|
–
|
–
|
|
|
50
|
FNY Investment Advisers
New York
|
$1K
|
+$1.06K
|
+100
|
New
|
|
