|
51
|
EP Wealth Advisors
Torrance,
California
|
$993K
|
-$23.8K
|
-744
|
-2%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$981K
|
+$454K
|
+14,178
|
+90%
|
|
|
53
|
Congress Wealth Management
Boston,
Massachusetts
|
$868K
|
–
|
–
|
–
|
|
|
54
|
Elmwood Wealth Management
Berkeley,
California
|
$857K
|
-$20K
|
-624
|
-2%
|
|
|
55
|
Atria Wealth Solutions
New York
|
$840K
|
+$48.1K
|
+1,500
|
+6%
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$797K
|
-$36K
|
-1,122
|
-4%
|
|
|
57
|
Edge Financial Advisors
Wheaton,
Illinois
|
$770K
|
-$2.02M
|
-63,113
|
-73%
|
|
|
58
|
Bank of New York Mellon
New York
|
$755K
|
+$27.1K
|
+847
|
+4%
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$665K
|
+$63.5K
|
+1,980
|
+11%
|
|
|
60
|
|
$618K
|
+$7.05K
|
+220
|
+1%
|
|
|
61
|
SageView Advisory Group
Newport Beach,
California
|
$597K
|
+$585K
|
+18,265
|
New
|
|
|
62
|
WhitTier Trust Company
Reno,
Nevada
|
$583K
|
–
|
–
|
–
|
|
|
63
|
Equitable Holdings
New York
|
$489K
|
+$480K
|
+14,976
|
New
|
|
|
64
|
Maia Wealth
Denver,
Colorado
|
$479K
|
+$455K
|
+14,207
|
New
|
|
|
65
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$478K
|
+$5.99K
|
+187
|
+1%
|
|
|
66
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$437K
|
–
|
–
|
–
|
|
|
67
|
CreativeOne Wealth
Overland Park,
Kansas
|
$431K
|
-$61.4K
|
-1,915
|
-13%
|
|
|
68
|
Lido Advisors
Los Angeles,
California
|
$422K
|
-$5.61K
|
-175
|
-1%
|
|
|
69
|
D.A. Davidson & Co
Great Falls,
Montana
|
$419K
|
-$224K
|
-6,987
|
-35%
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$409K
|
+$115K
|
+3,602
|
+40%
|
|
|
71
|
Glenview Trust
Louisville,
Kentucky
|
$390K
|
-$31.8K
|
-992
|
-8%
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$385K
|
+$73.6K
|
+2,298
|
+24%
|
|
|
73
|
Cozad Asset Management
Champaign,
Illinois
|
$357K
|
-$56.2K
|
-1,755
|
-14%
|
|
|
74
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$350K
|
-$35.4K
|
-1,104
|
-9%
|
|
|
75
|
Flagstar Advisors
New York
|
$349K
|
-$2.15K
|
-67
|
-0.6%
|
|
