|
26
|
Stockman Wealth Management
Billings,
Montana
|
$497K
|
–
|
–
|
–
|
|
|
27
|
Rockefeller Capital Management
New York
|
$473K
|
–
|
–
|
–
|
|
|
28
|
Wealth Effects
Boston,
Massachusetts
|
$468K
|
+$122K
|
+9,795
|
+32%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$443K
|
-$3.74K
|
-300
|
-0.8%
|
|
|
30
|
Alteri Wealth
Westlake Village,
California
|
$436K
|
-$935
|
-75
|
-0.2%
|
|
|
31
|
Bank of America
Charlotte,
North Carolina
|
$407K
|
+$19.9K
|
+1,595
|
+5%
|
|
|
32
|
Kestra Private Wealth Services
Austin,
Texas
|
$360K
|
–
|
–
|
–
|
|
|
33
|
Triumph Capital Management
Denver,
Colorado
|
$355K
|
+$31.8K
|
+2,550
|
+9%
|
|
|
34
|
Private Advisor Group
Morristown,
New Jersey
|
$343K
|
+$4.66K
|
+374
|
+1%
|
|
|
35
|
PMG Family Office
Plano,
Texas
|
$320K
|
+$46K
|
+3,690
|
+16%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$315K
|
+$15.2K
|
+1,221
|
+5%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$309K
|
+$19.5K
|
+1,561
|
+6%
|
|
|
38
|
XTX Topco
George Town,
Cayman Islands
|
$241K
|
+$257K
|
+20,643
|
New
|
|
|
39
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$233K
|
–
|
–
|
–
|
|
|
40
|
Tradition Wealth Management
Edina,
Minnesota
|
$224K
|
-$26.8K
|
-2,147
|
-10%
|
|
|
41
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
$222K
|
–
|
–
|
–
|
|
|
42
|
|
$214K
|
+$229K
|
+18,396
|
New
|
|
|
43
|
Concurrent Investment Advisors
Tampa,
Florida
|
$214K
|
+$228K
|
+18,329
|
New
|
|
|
44
|
Oppenheimer & Co
New York
|
$195K
|
-$24.4K
|
-1,961
|
-11%
|
|
|
45
|
|
$193K
|
-$244K
|
-19,569
|
-54%
|
|
|
46
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$179K
|
–
|
–
|
–
|
|
|
47
|
Institute for Wealth Management
Denver,
Colorado
|
$167K
|
–
|
–
|
–
|
|
|
48
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$166K
|
–
|
–
|
–
|
|
|
49
|
SeaCrest Wealth Management
Purchase,
New York
|
$166K
|
-$7.64K
|
-613
|
-4%
|
|
|
50
|
|
$165K
|
+$176K
|
+14,160
|
New
|
|
