|
51
|
Congress Wealth Management
Boston,
Massachusetts
|
$848K
|
–
|
–
|
–
|
|
|
52
|
Bank of New York Mellon
New York
|
$817K
|
+$70.5K
|
+2,079
|
+9%
|
|
|
53
|
Atria Wealth Solutions
New York
|
$810K
|
+$15.7K
|
+464
|
+2%
|
|
|
54
|
Edge Financial Advisors
Wheaton,
Illinois
|
$761K
|
+$19K
|
+562
|
+2%
|
|
|
55
|
Citadel Advisors
Miami,
Florida
|
$711K
|
-$209K
|
-6,165
|
-22%
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$705K
|
-$9.49K
|
-280
|
-1%
|
|
|
57
|
L.J. Altfest & Co
New York
|
$681K
|
-$336K
|
-9,916
|
-32%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$625K
|
+$3.19K
|
+94
|
+0.5%
|
|
|
59
|
NewEdge Advisors
New Orleans,
Louisiana
|
$603K
|
+$103K
|
+3,027
|
+19%
|
|
|
60
|
|
$589K
|
+$30.2K
|
+891
|
+5%
|
|
|
61
|
WhitTier Trust Company
Reno,
Nevada
|
$566K
|
–
|
–
|
–
|
|
|
62
|
SageView Advisory Group
Newport Beach,
California
|
$537K
|
-$17.2K
|
-509
|
-3%
|
|
|
63
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$464K
|
-$2.78K
|
-82
|
-0.6%
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$444K
|
-$630K
|
-18,599
|
-57%
|
|
|
65
|
Equitable Holdings
New York
|
$429K
|
-$102K
|
-3,003
|
-18%
|
|
|
66
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$415K
|
+$441K
|
+13,006
|
New
|
|
|
67
|
&Partners
Nashville,
Tennessee
|
$399K
|
+$75K
|
+2,214
|
+22%
|
|
|
68
|
Maia Wealth
Denver,
Colorado
|
$398K
|
-$19.1K
|
-564
|
-4%
|
|
|
69
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$397K
|
-$46.7K
|
-1,377
|
-10%
|
|
|
70
|
CreativeOne Wealth
Overland Park,
Kansas
|
$396K
|
-$43.7K
|
-1,291
|
-9%
|
|
|
71
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$380K
|
-$39.1K
|
-1,154
|
-9%
|
|
|
72
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$376K
|
+$53.1K
|
+1,567
|
+15%
|
|
|
73
|
Prostatis Group
Hanover,
Maryland
|
$372K
|
+$395K
|
+11,642
|
New
|
|
|
74
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$365K
|
+$260K
|
+7,665
|
+203%
|
|
|
75
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$360K
|
-$49K
|
-1,445
|
-11%
|
|
