|
26
|
Montag & Caldwell
Atlanta,
Georgia
|
$547K
|
–
|
–
|
–
|
|
|
27
|
Silver Oak Securities
Jackson,
Tennessee
|
$540K
|
+$13.9K
|
+135
|
+3%
|
|
|
28
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$509K
|
-$10.9M
|
-105,667
|
-96%
|
|
|
29
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$491K
|
-$145K
|
-1,401
|
-23%
|
|
|
30
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$459K
|
-$17K
|
-165
|
-4%
|
|
|
31
|
Modern Wealth Management
Lenexa,
Kansas
|
$451K
|
-$6.19K
|
-60
|
-1%
|
|
|
32
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$428K
|
-$116K
|
-1,125
|
-22%
|
|
|
33
|
TSA Wealth Management
Houston,
Texas
|
$420K
|
-$37.6K
|
-364
|
-8%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$413K
|
+$46.2K
|
+448
|
+13%
|
|
|
35
|
German American Bancorp
Jasper,
Indiana
|
$411K
|
–
|
–
|
–
|
|
|
36
|
5T Wealth
Napa,
California
|
$402K
|
-$1.45K
|
-14
|
-0.4%
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$399K
|
-$29.2K
|
-283
|
-7%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$378K
|
-$73.1K
|
-708
|
-16%
|
|
|
39
|
Cypress Wealth Services
Palm Desert,
California
|
$373K
|
-$18.6K
|
-180
|
-5%
|
|
|
40
|
Davenport & Co
Richmond,
Virginia
|
$357K
|
+$3.3K
|
+32
|
+0.9%
|
|
|
41
|
Kickstand Ventures
Pittsford,
New York
|
$345K
|
-$14.8K
|
-143
|
-4%
|
|
|
42
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$333K
|
-$13.3K
|
-129
|
-4%
|
|
|
43
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$310K
|
-$22.7K
|
-220
|
-7%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$277K
|
+$4.23K
|
+41
|
+2%
|
|
|
45
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$256K
|
–
|
–
|
–
|
|
|
46
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$240K
|
+$237K
|
+2,300
|
New
|
|
|
47
|
Csenge Advisory Group
Clearwater,
Florida
|
$231K
|
–
|
–
|
–
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$230K
|
-$96K
|
-930
|
-30%
|
|
|
49
|
First National Trust
Hermitage,
Pennsylvania
|
$209K
|
+$206K
|
+2,000
|
New
|
|
|
50
|
Focus Financial Network
Minneapolis,
Minnesota
|
$203K
|
+$200K
|
+1,941
|
New
|
|
