|
26
|
|
$633K
|
-$28.7K
|
-394
|
-4%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$611K
|
–
|
–
|
–
|
|
|
28
|
Kestra Advisory Services
Austin,
Texas
|
$604K
|
-$54K
|
-740
|
-8%
|
|
|
29
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$586K
|
+$572K
|
+7,838
|
New
|
|
|
30
|
Comerica Bank
Dallas,
Texas
|
$550K
|
-$6.13K
|
-84
|
-1%
|
|
|
31
|
Park National Corp
Newark,
Ohio
|
$538K
|
-$17.3K
|
-237
|
-3%
|
|
|
32
|
Wealth Architects
Mountain View,
California
|
$530K
|
-$18.3K
|
-251
|
-3%
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$519K
|
–
|
–
|
–
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$491K
|
+$9.7K
|
+133
|
+2%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$462K
|
-$69.5K
|
-952
|
-13%
|
|
|
36
|
Horizon Family Wealth
Chicago,
Illinois
|
$416K
|
+$32.3K
|
+443
|
+9%
|
|
|
37
|
William Blair & Company
Chicago,
Illinois
|
$399K
|
–
|
–
|
–
|
|
|
38
|
TFB Advisors
Overland Park,
Kansas
|
$361K
|
+$21.8K
|
+299
|
+7%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$328K
|
+$140K
|
+1,925
|
+78%
|
|
|
40
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$318K
|
–
|
–
|
–
|
|
|
41
|
Forum Financial Management
Lombard,
Illinois
|
$305K
|
–
|
–
|
–
|
|
|
42
|
Callan Capital
La Jolla,
California
|
$297K
|
+$584
|
+8
|
+0.2%
|
|
|
43
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$277K
|
-$36.5K
|
-500
|
-12%
|
|
|
44
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$275K
|
+$268K
|
+3,676
|
New
|
|
|
45
|
Wealthstream Advisors
New York
|
$270K
|
+$6.71K
|
+92
|
+3%
|
|
|
46
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$269K
|
-$103K
|
-1,406
|
-28%
|
|
|
47
|
Strategic Blueprint
Atlanta,
Georgia
|
$259K
|
–
|
–
|
–
|
|
|
48
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$252K
|
+$246K
|
+3,373
|
New
|
|
|
49
|
Financial Harvest
Winter Park,
Florida
|
$243K
|
+$84.8K
|
+1,162
|
New
|
|
|
50
|
Sonoma Private Wealth
Sonoma,
California
|
$204K
|
-$12.7K
|
-174
|
-6%
|
|
