|
51
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$5.21M
|
+$35K
|
+548
|
+0.7%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$5.14M
|
-$621K
|
-9,727
|
-10%
|
|
|
53
|
CX Institutional
Auburn,
Indiana
|
$5.01M
|
-$836K
|
-13,104
|
-14%
|
|
|
54
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.92M
|
+$396K
|
+6,206
|
+8%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$4.89M
|
-$94.9K
|
-1,487
|
-2%
|
|
|
56
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$4.88M
|
-$324K
|
-5,083
|
-6%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.86M
|
+$96.3K
|
+1,509
|
+2%
|
|
|
58
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$4.48M
|
-$28.4K
|
-445
|
-0.6%
|
|
|
59
|
Sarasin & Partners
London,
United Kingdom
|
$4.46M
|
-$377K
|
-5,912
|
-8%
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$4.27M
|
+$380K
|
+5,956
|
+9%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$4.2M
|
+$653K
|
+10,235
|
+18%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.2M
|
+$860K
|
+13,482
|
+25%
|
|
|
63
|
Equitable Holdings
New York
|
$3.95M
|
+$152K
|
+2,387
|
+4%
|
|
|
64
|
Koshinski Asset Management
Decatur,
Illinois
|
$3.83M
|
-$342K
|
-5,361
|
-8%
|
|
|
65
|
Congress Wealth Management
Boston,
Massachusetts
|
$3.65M
|
+$88.5K
|
+1,387
|
+2%
|
|
|
66
|
Comerica Bank
Dallas,
Texas
|
$3.52M
|
+$3.65M
|
+57,197
|
New
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.49M
|
-$189K
|
-2,967
|
-5%
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$3.47M
|
+$122K
|
+1,911
|
+4%
|
|
|
69
|
Linscomb Wealth
Houston,
Texas
|
$3.47M
|
+$3.13K
|
+49
|
+0.1%
|
|
|
70
|
Kestra Private Wealth Services
Austin,
Texas
|
$3.45M
|
+$403K
|
+6,313
|
+13%
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
$3.26M
|
-$2.11K
|
-33
|
-0.1%
|
|
|
72
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.23M
|
-$1.82M
|
-28,482
|
-35%
|
|
|
73
|
Circle Wealth Management
Summit,
New Jersey
|
$3.17M
|
–
|
–
|
–
|
|
|
74
|
Lido Advisors
Los Angeles,
California
|
$3.1M
|
-$103K
|
-1,617
|
-3%
|
|
|
75
|
Aspiriant LLC
Los Angeles,
California
|
$3.04M
|
+$75.2K
|
+1,178
|
+2%
|
|
