|
51
|
Global Retirement Partners
San Rafael,
California
|
$1.12M
|
+$1.24M
|
+31,026
|
New
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$1.1M
|
+$281K
|
+7,050
|
+35%
|
|
|
53
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.06M
|
-$6M
|
-150,612
|
-85%
|
|
|
54
|
Viridian RIA
Bothell,
Washington
|
$1M
|
-$950K
|
-23,844
|
Closed
|
|
|
55
|
Financial Engines Advisors
Santa Clara,
California
|
$1M
|
+$998K
|
+25,032
|
New
|
|
|
56
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$929K
|
+$926K
|
+23,226
|
New
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$863K
|
+$26.3K
|
+660
|
+3%
|
|
|
58
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$826K
|
+$114K
|
+2,871
|
+16%
|
|
|
59
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$810K
|
-$46.6K
|
-1,170
|
-5%
|
|
|
60
|
|
$803K
|
+$120
|
+3
|
+0%
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$674K
|
-$45.2K
|
-1,134
|
-6%
|
|
|
62
|
Claro Advisors
Boston,
Massachusetts
|
$637K
|
–
|
–
|
–
|
|
|
63
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$608K
|
+$717
|
+18
|
+0.1%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$601K
|
+$837
|
+21
|
+0.1%
|
|
|
65
|
ProVise Management Group
Clearwater,
Florida
|
$583K
|
-$17.5K
|
-438
|
-3%
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$573K
|
+$10.5K
|
+264
|
+2%
|
|
|
67
|
Cerity Partners OCIO
New York
|
$567K
|
-$31.4K
|
-789
|
-5%
|
|
|
68
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$524K
|
-$162K
|
-4,056
|
-24%
|
|
|
69
|
Atria Wealth Solutions
New York
|
$494K
|
+$493K
|
+12,363
|
New
|
|
|
70
|
Centaurus Financial
Anaheim,
California
|
$436K
|
-$80.8K
|
-2,028
|
-16%
|
|
|
71
|
IHT Wealth Management
Chicago,
Illinois
|
$414K
|
+$239
|
+6
|
+0.1%
|
|
|
72
|
9258 Wealth Management
Blue Ash,
Ohio
|
$371K
|
+$137K
|
+3,447
|
+59%
|
|
|
73
|
S.A. Mason
Holland,
Michigan
|
$346K
|
–
|
–
|
–
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$343K
|
-$78.6K
|
-1,971
|
-19%
|
|
|
75
|
Bessemer Group
Woodbridge,
New Jersey
|
$339K
|
–
|
–
|
–
|
|
