|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$1.52M
|
-$80.8K
|
-3,768
|
-5%
|
|
|
27
|
|
$1.26M
|
-$973K
|
-45,393
|
-45%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$1.23M
|
-$37.6K
|
-1,752
|
-3%
|
|
|
29
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$1.16M
|
+$1.09M
|
+51,021
|
New
|
|
|
30
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.06M
|
+$472K
|
+22,011
|
+90%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$1.02M
|
-$738K
|
-34,433
|
-44%
|
|
|
32
|
NBT Bank
Norwich,
New York
|
$961K
|
-$98.8K
|
-4,609
|
-10%
|
|
|
33
|
Credit Suisse
Zurich,
Switzerland
|
$938K
|
+$883K
|
+41,200
|
New
|
|
|
34
|
Fisher Asset Management
Camas,
Washington
|
$853K
|
+$46.8K
|
+2,181
|
+6%
|
|
|
35
|
First Citizens Financial Corp
Mason City,
Iowa
|
$776K
|
-$40.1K
|
-1,869
|
-5%
|
|
|
36
|
Concurrent Investment Advisors
Tampa,
Florida
|
$756K
|
+$712K
|
+33,232
|
New
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$708K
|
+$234K
|
+10,894
|
+54%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$703K
|
+$189K
|
+8,831
|
+40%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$653K
|
-$192K
|
-8,935
|
-24%
|
|
|
40
|
Osaic Holdings
Scottsdale,
Arizona
|
$650K
|
+$407K
|
+18,967
|
+198%
|
|
|
41
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$599K
|
+$1.61K
|
+75
|
+0.3%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$543K
|
+$511K
|
+23,852
|
New
|
|
|
43
|
Davenport & Co
Richmond,
Virginia
|
$537K
|
+$135K
|
+6,296
|
+36%
|
|
|
44
|
Snowden Capital Advisors
New York
|
$534K
|
-$879
|
-41
|
-0.2%
|
|
|
45
|
Pathstone Holdings
Englewood,
New Jersey
|
$533K
|
+$502K
|
+23,432
|
New
|
|
|
46
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$467K
|
-$51.2K
|
-2,388
|
-10%
|
|
|
47
|
The Family Firm
Bethesda,
Maryland
|
$443K
|
+$20.2K
|
+941
|
+5%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$439K
|
+$104K
|
+4,848
|
+34%
|
|
|
49
|
GSA Capital Partners
London,
United Kingdom
|
$438K
|
+$96.1K
|
+4,484
|
+30%
|
|
|
50
|
Principal Street Partners
Memphis,
Tennessee
|
$436K
|
+$411K
|
+19,172
|
New
|
|
