|
26
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$292K
|
+$280K
|
+36,421
|
New
|
|
|
27
|
|
$287K
|
-$1.36K
|
-177
|
-0.5%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$257K
|
+$21.7K
|
+2,825
|
+10%
|
|
|
29
|
Claybrook Capital
Wellesley,
Massachusetts
|
$245K
|
–
|
–
|
–
|
|
|
30
|
Virtus ETF Advisers
New York
|
$205K
|
-$40.2K
|
-5,229
|
-17%
|
|
|
31
|
Rockefeller Capital Management
New York
|
$200K
|
-$42K
|
-5,460
|
-18%
|
|
|
32
|
|
$193K
|
-$28.3K
|
-3,675
|
-13%
|
|
|
33
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$175K
|
+$168K
|
+21,800
|
New
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$174K
|
-$48.9K
|
-6,347
|
-23%
|
|
|
35
|
Lindbrook Capital
Calabasas,
California
|
$161K
|
+$154K
|
+20,000
|
New
|
|
|
36
|
UBS Group
Zurich,
Switzerland
|
$155K
|
-$317K
|
-41,135
|
-68%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$155K
|
-$23.1K
|
-3,000
|
-13%
|
|
|
38
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$142K
|
–
|
–
|
–
|
|
|
39
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$140K
|
-$25.2K
|
-3,275
|
-17%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$137K
|
-$3.2K
|
-416
|
-2%
|
|
|
41
|
Centric Wealth Management
Chicago,
Illinois
|
$137K
|
+$131K
|
+17,000
|
New
|
|
|
42
|
Freestone Capital Holdings
Seattle,
Washington
|
$133K
|
+$4.29K
|
+557
|
+3%
|
|
|
43
|
Alera Investment Advisors
Deerfield,
Illinois
|
$129K
|
–
|
–
|
–
|
|
|
44
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$128K
|
–
|
–
|
–
|
|
|
45
|
LPL Financial
San Diego,
California
|
$122K
|
-$4.43K
|
-575
|
-4%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$113K
|
+$109K
|
+14,117
|
New
|
|
|
47
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$109K
|
–
|
–
|
–
|
|
|
48
|
Creative Financial Designs
Kokomo,
Indiana
|
$109K
|
+$2.33K
|
+303
|
+2%
|
|
|
49
|
Acadian Asset Management
Boston,
Massachusetts
|
$108K
|
–
|
–
|
–
|
|
|
50
|
Citadel Advisors
Miami,
Florida
|
$107K
|
-$25.8K
|
-3,358
|
-20%
|
|
