|
26
|
Bank of New York Mellon
New York
|
$3.19M
|
+$642K
|
+11,230
|
+28%
|
|
|
27
|
DeDora Capital
Napa,
California
|
$2.87M
|
+$504K
|
+8,821
|
+24%
|
|
|
28
|
UMB Bank
Kansas City,
Missouri
|
$2.64M
|
-$42.3K
|
-740
|
-2%
|
|
|
29
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.56M
|
+$2.35M
|
+41,184
|
New
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$2.53M
|
-$423K
|
-7,400
|
-15%
|
|
|
31
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2.48M
|
+$2.28M
|
+39,833
|
New
|
|
|
32
|
Evolution Advisers
Richmond,
Virginia
|
$2.29M
|
+$7.54K
|
+132
|
+0.4%
|
|
|
33
|
Laurel Wealth Planning
Edina,
Minnesota
|
$2.1M
|
+$375K
|
+6,566
|
+24%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$244K
|
+4,265
|
+15%
|
|
|
35
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
+$1.8M
|
+31,455
|
New
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$1.94M
|
+$418K
|
+7,308
|
+31%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.92M
|
-$972
|
-17
|
-0.1%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.81M
|
-$80.2K
|
-1,404
|
-5%
|
|
|
39
|
CX Institutional
Auburn,
Indiana
|
$1.73M
|
+$64.1K
|
+1,122
|
+4%
|
|
|
40
|
Equitable Holdings
New York
|
$1.68M
|
+$251K
|
+4,394
|
+19%
|
|
|
41
|
BOK Financial
Tulsa,
Oklahoma
|
$1.61M
|
-$340K
|
-5,949
|
-19%
|
|
|
42
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.6M
|
-$53.6K
|
-938
|
-4%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$1.58M
|
+$92.3K
|
+1,615
|
+7%
|
|
|
44
|
|
$1.57M
|
-$2.45M
|
-42,858
|
-63%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.53M
|
-$124K
|
-2,164
|
-8%
|
|
|
46
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.48M
|
+$137K
|
+2,394
|
+11%
|
|
|
47
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$1.46M
|
+$1.03M
|
+18,019
|
+343%
|
|
|
48
|
Park Avenue Securities
New York
|
$1.46M
|
-$30.9K
|
-540
|
-2%
|
|
|
49
|
WealthShield Partners
Cary,
North Carolina
|
$1.35M
|
+$45.7K
|
+799
|
+4%
|
|
|
50
|
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
|
$1.3M
|
+$1.2M
|
+20,954
|
New
|
|
