|
501
|
Whittier Trust
South Pasadena,
California
|
$67.6K
|
–
|
–
|
–
|
|
|
502
|
Arax Advisory Partners
Denver,
Colorado
|
$62.2K
|
+$36.5K
|
+200
|
+153%
|
|
|
503
|
MAI Capital Management
Independence,
Ohio
|
$62K
|
-$1.46K
|
-8
|
-2%
|
|
|
504
|
GeoWealth Management
Chicago,
Illinois
|
$56.2K
|
-$6.75K
|
-37
|
-11%
|
|
|
505
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$56.2K
|
+$38.7K
|
+212
|
+244%
|
|
|
506
|
Clearstead Advisors
Cleveland,
Ohio
|
$54.5K
|
+$31.2K
|
+171
|
+144%
|
|
|
507
|
Farther Finance Advisors
San Francisco,
California
|
$54.1K
|
+$6.2K
|
+34
|
+13%
|
|
|
508
|
Montag & Associates
Atlanta,
Georgia
|
$53.7K
|
–
|
–
|
–
|
|
|
509
|
Sunbelt Securities
Houston,
Texas
|
$51.3K
|
-$3.83K
|
-21
|
-7%
|
|
|
510
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$48.5K
|
+$22.3K
|
+122
|
+90%
|
|
|
511
|
Campbell Capital Management
Miami,
Florida
|
$47.7K
|
–
|
–
|
–
|
|
|
512
|
True Wealth Design
Akron,
Ohio
|
$44.7K
|
+$8.94K
|
+49
|
+26%
|
|
|
513
|
Jones Financial Companies
Des Peres,
Missouri
|
$44.7K
|
-$6.93K
|
-38
|
-14%
|
|
|
514
|
WealthCollab
Bellevue,
Washington
|
$40.4K
|
+$1.09K
|
+6
|
+3%
|
|
|
515
|
Manchester Capital Management
Manchester,
Vermont
|
$40.4K
|
+$1.64K
|
+9
|
+4%
|
|
|
516
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$39.3K
|
–
|
–
|
–
|
|
|
517
|
UMB Bank
Kansas City,
Missouri
|
$38.1K
|
+$12.2K
|
+67
|
+49%
|
|
|
518
|
Cromwell Holdings
Jackson,
Wyoming
|
$37.8K
|
+$730
|
+4
|
+2%
|
|
|
519
|
Mather Group
Chicago,
Illinois
|
$35.1K
|
-$11.5K
|
-63
|
-25%
|
|
|
520
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$35K
|
+$37K
|
+203
|
New
|
|
|
521
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34K
|
-$16.6K
|
-91
|
-33%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
523
|
|
$30.3K
|
-$3.28K
|
-18
|
-10%
|
|
|
524
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$29.9K
|
+$29K
|
+159
|
New
|
|
|
525
|
Geneos Wealth Management
Englewood,
Colorado
|
$26.3K
|
+$5.65K
|
+31
|
+119%
|
|
