|
26
|
Kestra Advisory Services
Austin,
Texas
|
$204K
|
+$15.8K
|
+1,522
|
+8%
|
|
|
27
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$194K
|
–
|
–
|
–
|
|
|
28
|
Fort Point Capital Partners
San Francisco,
California
|
$187K
|
+$185K
|
+17,846
|
New
|
|
|
29
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$160K
|
–
|
–
|
–
|
|
|
30
|
Platform Technology Partners
New York
|
$157K
|
-$49.5K
|
-4,780
|
-24%
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$156K
|
+$5.33K
|
+515
|
+4%
|
|
|
32
|
Klingman & Associates
New York
|
$152K
|
–
|
–
|
–
|
|
|
33
|
Credit Suisse
Zurich,
Switzerland
|
$147K
|
–
|
–
|
–
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$143K
|
–
|
–
|
–
|
|
|
35
|
Tompkins Financial
Ithaca,
New York
|
$143K
|
–
|
–
|
–
|
|
|
36
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
37
|
Pinnacle Associates
New York
|
$135K
|
–
|
–
|
–
|
|
|
38
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$123K
|
+$5.61K
|
+542
|
+5%
|
|
|
39
|
Northern Trust
Chicago,
Illinois
|
$117K
|
–
|
–
|
–
|
|
|
40
|
Summit Trail Advisors
New York
|
$115K
|
+$113K
|
+10,926
|
New
|
|
|
41
|
Atria Wealth Solutions
New York
|
$111K
|
–
|
–
|
–
|
|
|
42
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$52.1K
|
+$14.7K
|
+1,424
|
+40%
|
|
|
44
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$50.3K
|
–
|
–
|
–
|
|
|
45
|
UMB Bank
Kansas City,
Missouri
|
$26.2K
|
–
|
–
|
–
|
|
|
46
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$24.7K
|
–
|
–
|
–
|
|
|
47
|
|
$21.7K
|
-$48.4K
|
-4,677
|
-69%
|
|
|
48
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$14.1K
|
–
|
–
|
–
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
50
|
FNY Investment Advisers
New York
|
$1K
|
–
|
–
|
–
|
|
