|
51
|
Atria Wealth Solutions
New York
|
$993K
|
-$164K
|
-5,481
|
-14%
|
|
|
52
|
SageView Advisory Group
Newport Beach,
California
|
$958K
|
-$311K
|
-10,403
|
-24%
|
|
|
53
|
EP Wealth Advisors
Torrance,
California
|
$919K
|
-$8.94M
|
-299,371
|
-90%
|
|
|
54
|
D.A. Davidson & Co
Great Falls,
Montana
|
$897K
|
-$5.23K
|
-175
|
-0.6%
|
|
|
55
|
Mariner
Overland Park,
Kansas
|
$826K
|
-$98.8K
|
-3,308
|
-10%
|
|
|
56
|
Lido Advisors
Los Angeles,
California
|
$813K
|
-$216K
|
-7,244
|
-20%
|
|
|
57
|
Bank of New York Mellon
New York
|
$797K
|
-$139K
|
-4,661
|
-14%
|
|
|
58
|
Congress Wealth Management
Boston,
Massachusetts
|
$779K
|
–
|
–
|
–
|
|
|
59
|
Elmwood Wealth Management
Berkeley,
California
|
$773K
|
+$23.3K
|
+780
|
+3%
|
|
|
60
|
Whittier Trust
South Pasadena,
California
|
$759K
|
–
|
–
|
–
|
|
|
61
|
Cozad Asset Management
Champaign,
Illinois
|
$546K
|
-$6.27K
|
-210
|
-1%
|
|
|
62
|
CreativeOne Wealth
Overland Park,
Kansas
|
$514K
|
-$95.6K
|
-3,201
|
-15%
|
|
|
63
|
WhitTier Trust Company
Reno,
Nevada
|
$511K
|
–
|
–
|
–
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$497K
|
+$70.6K
|
+2,364
|
+16%
|
|
|
65
|
|
$496K
|
-$37.3K
|
-1,249
|
-7%
|
|
|
66
|
Prism Advisors
Studio City,
California
|
$486K
|
-$20M
|
-670,398
|
-98%
|
|
|
67
|
Comerica Bank
Dallas,
Texas
|
$458K
|
+$477K
|
+15,974
|
New
|
|
|
68
|
Accuvest Global Advisors
Provo,
Utah
|
$450K
|
–
|
–
|
–
|
|
|
69
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$440K
|
-$52.5K
|
-1,756
|
-10%
|
|
|
70
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$426K
|
-$21.8K
|
-730
|
-5%
|
|
|
71
|
JGP Wealth Management
Bend,
Oregon
|
$418K
|
-$33.6K
|
-1,124
|
-7%
|
|
|
72
|
AlphaCore Capital
La Jolla,
California
|
$406K
|
–
|
–
|
–
|
|
|
73
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$406K
|
+$54.2K
|
+1,816
|
+15%
|
|
|
74
|
Glenview Trust
Louisville,
Kentucky
|
$402K
|
-$73.2K
|
-2,449
|
-15%
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$398K
|
-$55.3K
|
-1,851
|
-12%
|
|
