|
26
|
WorthPointe
La Jolla,
California
|
$473K
|
-$29.7K
|
-286
|
-6%
|
|
|
27
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$412K
|
–
|
–
|
–
|
|
|
28
|
German American Bancorp
Jasper,
Indiana
|
$409K
|
–
|
–
|
–
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$397K
|
+$311
|
+3
|
+0.1%
|
|
|
30
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$396K
|
+$56K
|
+540
|
+17%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$389K
|
+$15.2K
|
+147
|
+4%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$384K
|
+$25.4K
|
+245
|
+7%
|
|
|
33
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$373K
|
-$25.4K
|
-245
|
-6%
|
|
|
34
|
TSA Wealth Management
Houston,
Texas
|
$333K
|
-$31.9K
|
-308
|
-9%
|
|
|
35
|
Procyon Advisors
Shelton,
Connecticut
|
$316K
|
-$22.9K
|
-221
|
-7%
|
|
|
36
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$305K
|
+$27.4K
|
+264
|
+10%
|
|
|
37
|
Vise Technologies
New York
|
$304K
|
+$303K
|
+2,923
|
New
|
|
|
38
|
5T Wealth
Napa,
California
|
$300K
|
-$58.5K
|
-564
|
-16%
|
|
|
39
|
NewEdge Advisors
New Orleans,
Louisiana
|
$281K
|
+$281K
|
+2,711
|
New
|
|
|
40
|
Kickstand Ventures
Pittsford,
New York
|
$225K
|
-$81.2K
|
-783
|
-27%
|
|
|
41
|
Csenge Advisory Group
Clearwater,
Florida
|
$221K
|
-$7.68K
|
-74
|
-3%
|
|
|
42
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$218K
|
–
|
–
|
–
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$216K
|
+$99.1K
|
+955
|
+85%
|
|
|
44
|
Modern Wealth Management
Lenexa,
Kansas
|
$201K
|
-$61K
|
-588
|
-23%
|
|
|
45
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$175K
|
–
|
–
|
–
|
|
|
46
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$138K
|
+$138K
|
+1,327
|
New
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$124K
|
-$39K
|
-376
|
-24%
|
|
|
48
|
Jones Financial Companies
Des Peres,
Missouri
|
$108K
|
+$4.88K
|
+47
|
+5%
|
|
|
49
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$99.2K
|
+$6.12K
|
+59
|
+7%
|
|
|
50
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$47.4K
|
-$230K
|
-2,222
|
-83%
|
|
