|
51
|
Vise Technologies
New York
|
$1.36M
|
+$113K
|
+1,744
|
+8%
|
|
|
52
|
Bank of New York Mellon
New York
|
$1.31M
|
+$35.7K
|
+553
|
+2%
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$1.28M
|
-$498K
|
-7,708
|
-26%
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.23M
|
-$63.3K
|
-980
|
-4%
|
|
|
55
|
Kestra Advisory Services
Austin,
Texas
|
$1.18M
|
+$100K
|
+1,549
|
+8%
|
|
|
56
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
+$525K
|
+8,136
|
+73%
|
|
|
57
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.1M
|
+$162K
|
+2,513
|
+54%
|
|
|
58
|
Kaizen Financial Strategies
Campbell,
California
|
$1.09M
|
-$38.7K
|
-600
|
-3%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
+$43.3K
|
+671
|
+4%
|
|
|
60
|
CLG LLC
Long Beach,
California
|
$1.09M
|
-$815K
|
-12,627
|
-40%
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$1.06M
|
-$501K
|
-7,763
|
-29%
|
|
|
62
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.02M
|
-$234K
|
-3,631
|
-17%
|
|
|
63
|
|
$977K
|
-$229K
|
-3,553
|
-17%
|
|
|
64
|
Moran Wealth Management
Naples,
Florida
|
$974K
|
+$228K
|
+3,535
|
+26%
|
|
|
65
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$948K
|
+$64.3K
|
+995
|
+6%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$941K
|
+$690K
|
+10,680
|
+182%
|
|
|
67
|
Renaissance Technologies
New York
|
$933K
|
-$865K
|
-13,400
|
-45%
|
|
|
68
|
Traction Financial Partners
Encampment,
Wyoming
|
$920K
|
+$86.5K
|
+1,339
|
+9%
|
|
|
69
|
|
$861K
|
-$11.3K
|
-175
|
-1%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$814K
|
+$180K
|
+2,785
|
+24%
|
|
|
71
|
Arax Advisory Partners
Denver,
Colorado
|
$812K
|
+$943K
|
+14,610
|
New
|
|
|
72
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$780K
|
+$886K
|
+13,716
|
New
|
|
|
73
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$759K
|
+$155K
|
+2,406
|
+22%
|
|
|
74
|
VestGen Advisors
Inverness,
Illinois
|
$749K
|
+$850K
|
+13,168
|
New
|
|
|
75
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$745K
|
+$846K
|
+13,101
|
New
|
|
