|
51
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$975K
|
+$1.1M
|
+30,393
|
New
|
|
|
52
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$971K
|
+$9.78K
|
+270
|
+0.9%
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$944K
|
+$410K
|
+11,331
|
+63%
|
|
|
54
|
Klingman & Associates
New York
|
$933K
|
-$2.17K
|
-60
|
-0.2%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$933K
|
+$169K
|
+4,674
|
+19%
|
|
|
56
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$896K
|
-$4.13K
|
-114
|
-0.4%
|
|
|
57
|
Citadel Advisors
Miami,
Florida
|
$850K
|
+$960K
|
+26,499
|
New
|
|
|
58
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$829K
|
+$464K
|
+12,807
|
+98%
|
|
|
59
|
Denver Wealth Management
Denver,
Colorado
|
$816K
|
-$45.9K
|
-1,266
|
-5%
|
|
|
60
|
Financial Engines Advisors
Santa Clara,
California
|
$732K
|
-$54.9K
|
-1,515
|
-6%
|
|
|
61
|
Smith, Moore & Co
Clayton,
Missouri
|
$704K
|
+$796K
|
+21,972
|
New
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$648K
|
–
|
–
|
–
|
|
|
63
|
Claro Advisors
Boston,
Massachusetts
|
$529K
|
–
|
–
|
–
|
|
|
64
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$520K
|
-$173K
|
-4,767
|
-23%
|
|
|
65
|
Renaissance Technologies
New York
|
$519K
|
+$587K
|
+16,200
|
New
|
|
|
66
|
ProVise Management Group
Clearwater,
Florida
|
$516K
|
+$51.4K
|
+1,419
|
+10%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$499K
|
-$29.8K
|
-822
|
-5%
|
|
|
68
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$494K
|
-$36.6K
|
-1,011
|
-6%
|
|
|
69
|
Private Trust Company
Cleveland,
Ohio
|
$475K
|
–
|
–
|
–
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
$473K
|
+$42.4K
|
+1,170
|
+9%
|
|
|
71
|
Cerity Partners OCIO
New York
|
$455K
|
+$326
|
+9
|
+0.1%
|
|
|
72
|
Cetera Advisors
Denver,
Colorado
|
$445K
|
-$87.4K
|
-2,412
|
-15%
|
|
|
73
|
CoreCap Advisors
Southfield,
Michigan
|
$444K
|
+$139K
|
+3,846
|
+38%
|
|
|
74
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$372K
|
-$2.23M
|
-61,656
|
-84%
|
|
|
75
|
Atria Wealth Solutions
New York
|
$359K
|
+$8.8K
|
+243
|
+2%
|
|
