|
51
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.1M
|
-$554K
|
-18,589
|
-34%
|
|
|
52
|
Lido Advisors
Los Angeles,
California
|
$1.06M
|
+$1.06M
|
+35,598
|
New
|
|
|
53
|
Bank of New York Mellon
New York
|
$971K
|
-$7.51K
|
-252
|
-0.8%
|
|
|
54
|
EP Wealth Advisors
Torrance,
California
|
$963K
|
+$9.73M
|
+326,366
|
+6,427%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$961K
|
+$3.76K
|
+126
|
+0.4%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$941K
|
+$89.5K
|
+3,004
|
+11%
|
|
|
57
|
Congress Wealth Management
Boston,
Massachusetts
|
$812K
|
–
|
–
|
–
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$791K
|
-$20.5K
|
-688
|
-3%
|
|
|
59
|
Elmwood Wealth Management
Berkeley,
California
|
$783K
|
+$7.15K
|
+240
|
+0.9%
|
|
|
60
|
CreativeOne Wealth
Overland Park,
Kansas
|
$632K
|
-$34.4K
|
-1,155
|
-5%
|
|
|
61
|
Cozad Asset Management
Champaign,
Illinois
|
$576K
|
-$44.1K
|
-1,480
|
-7%
|
|
|
62
|
|
$555K
|
+$152K
|
+5,097
|
+38%
|
|
|
63
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$538K
|
-$348K
|
-11,673
|
-39%
|
|
|
64
|
WhitTier Trust Company
Reno,
Nevada
|
$533K
|
–
|
–
|
–
|
|
|
65
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$512K
|
-$4.86M
|
-163,096
|
-91%
|
|
|
66
|
Glenview Trust
Louisville,
Kentucky
|
$492K
|
-$17K
|
-571
|
-3%
|
|
|
67
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$470K
|
-$2.21K
|
-74
|
-0.5%
|
|
|
68
|
JGP Wealth Management
Bend,
Oregon
|
$469K
|
+$7.57K
|
+254
|
+2%
|
|
|
69
|
Accuvest Global Advisors
Provo,
Utah
|
$469K
|
-$891K
|
-29,884
|
-66%
|
|
|
70
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$466K
|
-$6.77K
|
-227
|
-1%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$448K
|
-$6.44K
|
-216
|
-1%
|
|
|
72
|
AlphaCore Capital
La Jolla,
California
|
$423K
|
+$422K
|
+14,163
|
New
|
|
|
73
|
Flagstar Advisors
New York
|
$417K
|
-$35.1K
|
-1,176
|
-8%
|
|
|
74
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$405K
|
-$157K
|
-5,276
|
-28%
|
|
|
75
|
Raymond James Trust
St. Petersburg,
Florida
|
$399K
|
–
|
–
|
–
|
|
