|
51
|
EP Wealth Advisors
Torrance,
California
|
$976K
|
-$28.6K
|
-939
|
-3%
|
|
|
52
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$942K
|
+$7.76K
|
+255
|
+0.9%
|
|
|
53
|
Elmwood Wealth Management
Berkeley,
California
|
$841K
|
+$108K
|
+3,555
|
+15%
|
|
|
54
|
Congress Wealth Management
Boston,
Massachusetts
|
$833K
|
-$18.3K
|
-601
|
-2%
|
|
|
55
|
Whittier Trust
South Pasadena,
California
|
$800K
|
–
|
–
|
–
|
|
|
56
|
Atria Wealth Solutions
New York
|
$759K
|
-$307K
|
-10,076
|
-29%
|
|
|
57
|
Bank of New York Mellon
New York
|
$698K
|
-$169K
|
-5,559
|
-20%
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$621K
|
-$292K
|
-9,604
|
-33%
|
|
|
59
|
|
$586K
|
+$13K
|
+426
|
+2%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$576K
|
+$15.1K
|
+496
|
+3%
|
|
|
61
|
WhitTier Trust Company
Reno,
Nevada
|
$559K
|
–
|
–
|
–
|
|
|
62
|
Osaic Holdings
Scottsdale,
Arizona
|
$496K
|
-$70.4K
|
-2,312
|
-13%
|
|
|
63
|
CreativeOne Wealth
Overland Park,
Kansas
|
$473K
|
+$6.79K
|
+223
|
+1%
|
|
|
64
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$464K
|
-$7.61K
|
-250
|
-2%
|
|
|
65
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$452K
|
+$3.14K
|
+103
|
+0.7%
|
|
|
66
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$441K
|
+$21.1K
|
+693
|
+5%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$420K
|
-$7.91M
|
-259,785
|
-95%
|
|
|
68
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$419K
|
–
|
–
|
–
|
|
|
69
|
Lido Advisors
Los Angeles,
California
|
$411K
|
-$95.8K
|
-3,146
|
-19%
|
|
|
70
|
Glenview Trust
Louisville,
Kentucky
|
$405K
|
-$23.3K
|
-764
|
-6%
|
|
|
71
|
Cozad Asset Management
Champaign,
Illinois
|
$398K
|
-$128K
|
-4,200
|
-25%
|
|
|
72
|
Comerica Bank
Dallas,
Texas
|
$394K
|
-$83.2K
|
-2,733
|
-18%
|
|
|
73
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$371K
|
–
|
–
|
–
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$347K
|
+$4.72K
|
+155
|
+1%
|
|
|
75
|
Accuvest Global Advisors
Provo,
Utah
|
$341K
|
+$331K
|
+10,881
|
New
|
|
