|
51
|
GeoWealth Management
Chicago,
Illinois
|
$649K
|
+$20.6K
|
+339
|
+3%
|
|
|
52
|
Source Financial Advisors
New York
|
$649K
|
+$20.6K
|
+339
|
+3%
|
|
|
53
|
|
$630K
|
+$657K
|
+10,836
|
New
|
|
|
54
|
Wells Fargo
San Francisco,
California
|
$629K
|
-$213K
|
-3,518
|
-25%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$607K
|
-$39K
|
-644
|
-6%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$494K
|
+$290K
|
+4,780
|
+129%
|
|
|
57
|
Koshinski Asset Management
Decatur,
Illinois
|
$490K
|
+$3.58K
|
+59
|
+0.7%
|
|
|
58
|
Transcend Capital Advisors
Madison,
New Jersey
|
$487K
|
+$508K
|
+8,379
|
New
|
|
|
59
|
Atria Wealth Solutions
New York
|
$439K
|
-$2.85K
|
-47
|
-0.6%
|
|
|
60
|
CVA Family Office
Denver,
Colorado
|
$431K
|
–
|
–
|
–
|
|
|
61
|
Fidelity Investments
Boston,
Massachusetts
|
$417K
|
+$91.4K
|
+1,507
|
+27%
|
|
|
62
|
Inscription Capital
Houston,
Texas
|
$405K
|
-$8.37K
|
-138
|
-2%
|
|
|
63
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$401K
|
+$1.64K
|
+27
|
+0.4%
|
|
|
64
|
Cetera Advisors
Denver,
Colorado
|
$395K
|
+$13.4K
|
+221
|
+3%
|
|
|
65
|
Navalign LLC
Encino,
California
|
$392K
|
+$408K
|
+6,737
|
New
|
|
|
66
|
Marcum Wealth
Cleveland,
Ohio
|
$377K
|
-$26.1K
|
-430
|
-6%
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$375K
|
-$590K
|
-9,728
|
-60%
|
|
|
68
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
69
|
Icon Wealth Partners
Houston,
Texas
|
$366K
|
-$31.4K
|
-518
|
-8%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$359K
|
+$121K
|
+1,990
|
+48%
|
|
|
71
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$356K
|
+$371K
|
+6,122
|
New
|
|
|
72
|
Aspen Grove Capital
Avon,
Colorado
|
$356K
|
–
|
–
|
–
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$343K
|
-$350K
|
-5,773
|
-51%
|
|
|
74
|
Custos Family Office
Austin,
Texas
|
$327K
|
-$55.3K
|
-913
|
-14%
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$327K
|
-$23.8K
|
-392
|
-7%
|
|
