|
51
|
Osaic Holdings
Scottsdale,
Arizona
|
$355K
|
+$374K
|
+27,692
|
New
|
|
|
52
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$345K
|
+$365K
|
+26,975
|
New
|
|
|
53
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$302K
|
+$319K
|
+23,596
|
New
|
|
|
54
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$281K
|
-$7.76K
|
-574
|
-3%
|
|
|
55
|
Veritable
Wilmington,
Delaware
|
$252K
|
+$12.2K
|
+900
|
+5%
|
|
|
56
|
Evoke Wealth
Los Angeles,
California
|
$250K
|
–
|
–
|
–
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$250K
|
+$17.2K
|
+1,274
|
+7%
|
|
|
58
|
Corient Capital Partners
Newport Beach,
California
|
$248K
|
-$87.9K
|
-6,498
|
-25%
|
|
|
59
|
Ingalls & Snyder LLC
New York
|
$238K
|
+$252K
|
+18,600
|
New
|
|
|
60
|
|
$226K
|
+$52.4K
|
+3,877
|
+28%
|
|
|
61
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$224K
|
–
|
–
|
–
|
|
|
62
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$176K
|
–
|
–
|
–
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$174K
|
+$39.5K
|
+2,923
|
+27%
|
|
|
64
|
BOK Financial
Tulsa,
Oklahoma
|
$173K
|
–
|
–
|
–
|
|
|
65
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$173K
|
–
|
–
|
–
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$165K
|
+$2.41K
|
+178
|
+1%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$162K
|
-$41.9K
|
-3,100
|
-20%
|
|
|
68
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$153K
|
+$161K
|
+11,940
|
New
|
|
|
69
|
Meridian Wealth Management
Lexington,
Kentucky
|
$145K
|
+$154K
|
+11,376
|
New
|
|
|
70
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$139K
|
–
|
–
|
–
|
|
|
71
|
TCG Advisors
Austin,
Texas
|
$134K
|
-$76.2K
|
-5,636
|
-35%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$134K
|
+$142K
|
+10,518
|
New
|
|
|
73
|
Commerce Bank
Kansas City,
Missouri
|
$128K
|
-$4.68K
|
-346
|
-3%
|
|
|
74
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$128K
|
–
|
–
|
–
|
|
|
75
|
Steward Partners Investment Advisory
New York
|
$112K
|
–
|
–
|
–
|
|
