|
26
|
American Trust
Lexington,
Kentucky
|
$797K
|
+$62.4K
|
+1,329
|
+8%
|
|
|
27
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$786K
|
+$38K
|
+810
|
+5%
|
|
|
28
|
Sequoia Financial Advisors
Akron,
Ohio
|
$754K
|
-$4.39M
|
-93,600
|
-85%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$682K
|
-$638K
|
-13,589
|
-48%
|
|
|
30
|
|
$608K
|
-$82.2K
|
-1,750
|
-12%
|
|
|
31
|
Bank of New York Mellon
New York
|
$604K
|
-$350K
|
-7,455
|
-36%
|
|
|
32
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$597K
|
-$19.8M
|
-422,436
|
-90%
|
|
|
33
|
ICA Group Wealth Management
Denver,
Colorado
|
$577K
|
-$87.7K
|
-1,868
|
-13%
|
|
|
34
|
Atria Wealth Solutions
New York
|
$543K
|
-$374K
|
-7,971
|
-40%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$480K
|
-$37.3K
|
-795
|
-7%
|
|
|
36
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$479K
|
+$10.2K
|
+218
|
+2%
|
|
|
37
|
Avidian Wealth Enterprises
Houston,
Texas
|
$436K
|
-$50.5K
|
-1,076
|
-10%
|
|
|
38
|
|
$415K
|
+$423K
|
+9,020
|
New
|
|
|
39
|
Integrated Advisors Network
Dallas,
Texas
|
$412K
|
+$135K
|
+2,879
|
+47%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$383K
|
-$53.8K
|
-1,145
|
-12%
|
|
|
41
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$379K
|
-$353K
|
-7,514
|
-48%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$309K
|
–
|
–
|
–
|
|
|
43
|
Stokes Family Office
New Orleans,
Louisiana
|
$305K
|
–
|
–
|
–
|
|
|
44
|
Western Wealth Management
Golden,
Colorado
|
$299K
|
+$1.64K
|
+35
|
+0.5%
|
|
|
45
|
Columbia Trust
Portland,
Oregon
|
$293K
|
–
|
–
|
–
|
|
|
46
|
SeaCrest Wealth Management
Purchase,
New York
|
$290K
|
+$7.46K
|
+159
|
+3%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$276K
|
-$54.6K
|
-1,162
|
-16%
|
|
|
48
|
NewEdge Advisors
New Orleans,
Louisiana
|
$263K
|
+$268K
|
+5,703
|
New
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$262K
|
+$244K
|
+5,199
|
+1,079%
|
|
|
50
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$255K
|
-$178K
|
-3,788
|
-41%
|
|
