|
51
|
Well Done LLC
Holland,
Michigan
|
$7.31M
|
–
|
–
|
–
|
|
|
52
|
McNaughton Wealth Management
San Diego,
California
|
$7.24M
|
+$74K
|
+1,006
|
+1%
|
|
|
53
|
Mission Creek Capital Partners
San Francisco,
California
|
$7.21M
|
-$177K
|
-2,406
|
-2%
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$7.04M
|
+$24.4K
|
+332
|
+0.3%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$6.97M
|
+$804K
|
+10,919
|
+12%
|
|
|
56
|
HighTower Advisors
Chicago,
Illinois
|
$6.89M
|
-$312K
|
-4,240
|
-4%
|
|
|
57
|
Friedenthal Financial
Marlton,
New Jersey
|
$6.82M
|
-$26.1K
|
-355
|
-0.4%
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.7M
|
-$395K
|
-5,364
|
-5%
|
|
|
59
|
Asset Management Group
Stamford,
Connecticut
|
$5.85M
|
-$1.42M
|
-19,343
|
-19%
|
|
|
60
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.54M
|
+$1.97M
|
+26,818
|
+52%
|
|
|
61
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$5.53M
|
-$232K
|
-3,150
|
-4%
|
|
|
62
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.48M
|
+$3.07M
|
+41,740
|
+117%
|
|
|
63
|
Yeomans Consulting Group
Marietta,
Georgia
|
$5.42M
|
-$2.64M
|
-35,931
|
-32%
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$4.99M
|
+$276K
|
+3,753
|
+6%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.9M
|
+$196K
|
+2,665
|
+4%
|
|
|
66
|
Estate Counselors
Thiensville,
Wisconsin
|
$4.85M
|
+$49.7K
|
+675
|
+1%
|
|
|
67
|
Atria Wealth Solutions
New York
|
$4.83M
|
-$9.27K
|
-126
|
-0.2%
|
|
|
68
|
Equitable Holdings
New York
|
$4.63M
|
-$84.9K
|
-1,154
|
-2%
|
|
|
69
|
RWA Wealth Partners
Newton,
Massachusetts
|
$4.52M
|
-$157K
|
-2,128
|
-3%
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.35M
|
-$361K
|
-4,901
|
-7%
|
|
|
71
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.28M
|
-$338K
|
-4,596
|
-7%
|
|
|
72
|
World Investment Advisors
Santa Barbara,
California
|
$4.14M
|
+$4.02M
|
+54,658
|
+1,411%
|
|
|
73
|
Congress Wealth Management
Boston,
Massachusetts
|
$4.04M
|
-$107K
|
-1,449
|
-2%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.86M
|
-$934K
|
-12,690
|
-19%
|
|
|
75
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.79M
|
-$35.8K
|
-486
|
-0.9%
|
|
