|
26
|
Wealthspire Advisors (New York)
New York
|
$435K
|
–
|
–
|
–
|
|
|
27
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$416K
|
+$158K
|
+1,934
|
+62%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$378K
|
–
|
–
|
–
|
|
|
29
|
Rathbones Group
Liverpool,
United Kingdom
|
$378K
|
–
|
–
|
–
|
|
|
30
|
GAMCO Investors
Greenwich,
Connecticut
|
$370K
|
–
|
–
|
–
|
|
|
31
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$329K
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$290K
|
+$6.86K
|
+84
|
+2%
|
|
|
33
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$275K
|
–
|
–
|
–
|
|
|
34
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$271K
|
–
|
–
|
–
|
|
|
35
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$260K
|
+$14.4K
|
+177
|
+6%
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$247K
|
–
|
–
|
–
|
|
|
37
|
Kestra Advisory Services
Austin,
Texas
|
$234K
|
+$233K
|
+2,853
|
New
|
|
|
38
|
D.A. Davidson & Co
Great Falls,
Montana
|
$233K
|
–
|
–
|
–
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$222K
|
+$219K
|
+2,683
|
New
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$216K
|
-$14K
|
-172
|
-6%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$163K
|
–
|
–
|
–
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$160K
|
–
|
–
|
–
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$138K
|
+$82
|
+1
|
+0.1%
|
|
|
44
|
Coppell Advisory Solutions
Coppell,
Texas
|
$35.3K
|
+$35K
|
+429
|
New
|
|
|
45
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
$35.3K
|
+$35K
|
+429
|
New
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$32.8K
|
–
|
–
|
–
|
|
|
47
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$27.7K
|
+$27.5K
|
+337
|
New
|
|
|
48
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$26.1K
|
–
|
–
|
–
|
|
|
49
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$20.4K
|
–
|
–
|
–
|
|
|
50
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$13.8K
|
–
|
–
|
–
|
|
