|
51
|
Mariner
Overland Park,
Kansas
|
$953K
|
-$110K
|
-3,683
|
-10%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$950K
|
+$445K
|
+14,909
|
+88%
|
|
|
53
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$883K
|
+$885K
|
+29,668
|
New
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$848K
|
–
|
–
|
–
|
|
|
55
|
Congress Wealth Management
Boston,
Massachusetts
|
$809K
|
–
|
–
|
–
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$809K
|
-$38.3K
|
-1,283
|
-5%
|
|
|
57
|
Elmwood Wealth Management
Berkeley,
California
|
$772K
|
+$101K
|
+3,398
|
+15%
|
|
|
58
|
CreativeOne Wealth
Overland Park,
Kansas
|
$663K
|
-$66.4K
|
-2,225
|
-9%
|
|
|
59
|
Cozad Asset Management
Champaign,
Illinois
|
$618K
|
-$8.65K
|
-290
|
-1%
|
|
|
60
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$560K
|
-$135K
|
-4,527
|
-19%
|
|
|
61
|
WhitTier Trust Company
Reno,
Nevada
|
$531K
|
-$15.9K
|
-533
|
-3%
|
|
|
62
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$526K
|
-$226K
|
-7,586
|
-30%
|
|
|
63
|
Glenview Trust
Louisville,
Kentucky
|
$507K
|
-$214K
|
-7,166
|
-30%
|
|
|
64
|
GeoWealth Management
Chicago,
Illinois
|
$492K
|
-$810K
|
-27,150
|
-62%
|
|
|
65
|
Renaissance Technologies
New York
|
$489K
|
-$876K
|
-29,373
|
-64%
|
|
|
66
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$471K
|
-$5.97K
|
-200
|
-1%
|
|
|
67
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$471K
|
+$155K
|
+5,204
|
+49%
|
|
|
68
|
JGP Wealth Management
Bend,
Oregon
|
$460K
|
-$12.1K
|
-404
|
-3%
|
|
|
69
|
Truist Financial
Charlotte,
North Carolina
|
$452K
|
-$56.1K
|
-1,881
|
-11%
|
|
|
70
|
Flagstar Advisors
New York
|
$450K
|
+$15.2K
|
+510
|
+3%
|
|
|
71
|
EP Wealth Advisors
Torrance,
California
|
$417K
|
+$152K
|
+5,078
|
New
|
|
|
72
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$417K
|
+$417K
|
+13,991
|
New
|
|
|
73
|
|
$401K
|
+$29.4K
|
+985
|
+8%
|
|
|
74
|
Raymond James Trust
St. Petersburg,
Florida
|
$397K
|
–
|
–
|
–
|
|
|
75
|
Cetera Advisors
Denver,
Colorado
|
$380K
|
+$130K
|
+4,363
|
+52%
|
|
