|
51
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.05M
|
+$45.9K
|
+514
|
+5%
|
|
|
52
|
Atria Wealth Solutions
New York
|
$1.01M
|
-$567K
|
-6,351
|
-37%
|
|
|
53
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$980K
|
+$357K
|
+3,998
|
+59%
|
|
|
54
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$955K
|
+$505K
|
+5,657
|
+118%
|
|
|
55
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$939K
|
+$134K
|
+1,500
|
+17%
|
|
|
56
|
Axxcess Wealth Management
Carlsbad,
California
|
$919K
|
-$17.5K
|
-196
|
-2%
|
|
|
57
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$849K
|
+$829K
|
+9,281
|
New
|
|
|
58
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$802K
|
-$206K
|
-2,306
|
-21%
|
|
|
59
|
|
$794K
|
-$2.34M
|
-26,210
|
-75%
|
|
|
60
|
Wintrust Investments
Chicago,
Illinois
|
$753K
|
–
|
–
|
–
|
|
|
61
|
|
$734K
|
+$717K
|
+8,031
|
New
|
|
|
62
|
Millennium Management
New York
|
$665K
|
-$486K
|
-5,440
|
-43%
|
|
|
63
|
Envestnet Asset Management
Chicago,
Illinois
|
$656K
|
+$149K
|
+1,671
|
+30%
|
|
|
64
|
NTV Asset Management
Charleston,
West Virginia
|
$649K
|
+$188K
|
+2,102
|
+42%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$635K
|
+$82.5K
|
+924
|
+15%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$630K
|
+$3.21K
|
+36
|
+0.5%
|
|
|
67
|
Vontobel Holding
Zurich,
Switzerland
|
$622K
|
+$250K
|
+2,800
|
+70%
|
|
|
68
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$593K
|
+$579K
|
+6,485
|
New
|
|
|
69
|
Tradition Wealth Management
Edina,
Minnesota
|
$591K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$579K
|
-$12.9K
|
-145
|
-2%
|
|
|
71
|
Mutual Advisors
Omaha,
Nebraska
|
$565K
|
+$67K
|
+750
|
+14%
|
|
|
72
|
AssetMark Inc
Concord,
California
|
$561K
|
+$4.11K
|
+46
|
+0.8%
|
|
|
73
|
Aspiriant LLC
Los Angeles,
California
|
$549K
|
–
|
–
|
–
|
|
|
74
|
Clare Market Investments
Dallas,
Texas
|
$494K
|
-$12.9K
|
-145
|
-3%
|
|
|
75
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$493K
|
+$72.5K
|
+812
|
+18%
|
|
