|
26
|
KB Financial Partners
Princeton,
New Jersey
|
$768K
|
-$15.1K
|
-272
|
-2%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$686K
|
+$296K
|
+5,340
|
+75%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$682K
|
+$432K
|
+7,776
|
+170%
|
|
|
29
|
Nottingham Advisors
Amherst,
New York
|
$677K
|
-$14.4K
|
-259
|
-2%
|
|
|
30
|
Carson Advisory
Athens,
Georgia
|
$652K
|
–
|
–
|
–
|
|
|
31
|
Fort Point Capital Partners
San Francisco,
California
|
$609K
|
-$999
|
-18
|
-0.2%
|
|
|
32
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$571K
|
+$333
|
+6
|
+0.1%
|
|
|
33
|
Silvercrest Asset Management
New York
|
$560K
|
–
|
–
|
–
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$558K
|
-$38.2K
|
-689
|
-6%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$525K
|
+$241K
|
+4,341
|
+84%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$481K
|
-$102K
|
-1,845
|
-17%
|
|
|
37
|
Arkos Global Advisors
Houston,
Texas
|
$454K
|
-$24.4K
|
-440
|
-5%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$447K
|
+$449K
|
+8,085
|
New
|
|
|
39
|
Appleton Partners
Boston,
Massachusetts
|
$429K
|
+$6.11K
|
+110
|
+1%
|
|
|
40
|
Sonoma Private Wealth
Sonoma,
California
|
$423K
|
+$425K
|
+7,661
|
New
|
|
|
41
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$423K
|
-$29.7K
|
-535
|
-7%
|
|
|
42
|
Mutual Advisors
Omaha,
Nebraska
|
$420K
|
-$137K
|
-2,474
|
-25%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$382K
|
-$12.8K
|
-230
|
-3%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$374K
|
+$376K
|
+6,772
|
New
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$337K
|
–
|
–
|
–
|
|
|
46
|
|
$317K
|
–
|
–
|
–
|
|
|
47
|
Franklin Resources
San Mateo,
California
|
$282K
|
–
|
–
|
–
|
|
|
48
|
TD Private Client Wealth
New York
|
$267K
|
–
|
–
|
–
|
|
|
49
|
Rockefeller Capital Management
New York
|
$138K
|
–
|
–
|
–
|
|
|
50
|
Belpointe Asset Management
Reno,
Nevada
|
$111K
|
–
|
–
|
–
|
|
