|
51
|
SilverOak Wealth Management
Edina,
Minnesota
|
$2.07M
|
-$113K
|
-2,737
|
-5%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$1.96M
|
+$661K
|
+16,031
|
+54%
|
|
|
53
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.91M
|
–
|
–
|
–
|
|
|
54
|
Lido Advisors
Los Angeles,
California
|
$1.9M
|
-$658K
|
-15,967
|
-26%
|
|
|
55
|
Equitable Holdings
New York
|
$1.9M
|
+$435K
|
+10,553
|
+31%
|
|
|
56
|
Jones Financial Companies
Des Peres,
Missouri
|
$1.89M
|
+$499K
|
+12,104
|
+38%
|
|
|
57
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.87M
|
+$736K
|
+17,859
|
+69%
|
|
|
58
|
Lazard Asset Management
New York
|
$1.85M
|
–
|
–
|
–
|
|
|
59
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$1.76M
|
+$26.3K
|
+638
|
+2%
|
|
|
60
|
Vicus Capital
State College,
Pennsylvania
|
$1.74M
|
+$3.88K
|
+94
|
+0.2%
|
|
|
61
|
Brio Consultants
San Francisco,
California
|
$1.7M
|
+$95K
|
+2,304
|
+6%
|
|
|
62
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.69M
|
+$7.88K
|
+191
|
+0.5%
|
|
|
63
|
WhitTier Trust Company
Reno,
Nevada
|
$1.63M
|
-$73.1K
|
-1,774
|
-4%
|
|
|
64
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.51M
|
+$536
|
+13
|
+0%
|
|
|
65
|
Westfuller Advisors
New York
|
$1.43M
|
+$1.38M
|
+33,484
|
New
|
|
|
66
|
WealthShield Partners
Cary,
North Carolina
|
$1.43M
|
+$2.6K
|
+63
|
+0.2%
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$1.35M
|
-$272K
|
-6,596
|
-17%
|
|
|
68
|
Atria Wealth Solutions
New York
|
$1.24M
|
+$1.19M
|
+28,836
|
New
|
|
|
69
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.12M
|
+$111K
|
+2,697
|
+11%
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
$1.12M
|
-$264K
|
-6,408
|
-20%
|
|
|
71
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.1M
|
-$34.8K
|
-844
|
-3%
|
|
|
72
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.07M
|
-$364K
|
-8,822
|
-26%
|
|
|
73
|
Pioneer Wealth Management Group
Austin,
Texas
|
$1.05M
|
-$60.2K
|
-1,460
|
-6%
|
|
|
74
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$1.01M
|
+$105K
|
+2,549
|
+12%
|
|
|
75
|
RVW Wealth
Los Angeles,
California
|
$1.01M
|
+$124
|
+3
|
+0%
|
|
