|
51
|
Evergreen Capital Management
Bellevue,
Washington
|
$12.5M
|
+$1.26M
|
+24,479
|
+12%
|
|
|
52
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$12.1M
|
-$165K
|
-3,217
|
-1%
|
|
|
53
|
Focus Financial Network
Minneapolis,
Minnesota
|
$12M
|
+$175K
|
+3,408
|
+2%
|
|
|
54
|
Financial Services Advisory
Rockville,
Maryland
|
$11.5M
|
-$4.08M
|
-79,430
|
-27%
|
|
|
55
|
Cetera Advisors
Denver,
Colorado
|
$11.5M
|
-$1.17M
|
-22,729
|
-10%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$11.2M
|
+$2.87M
|
+55,843
|
+37%
|
|
|
57
|
Cozad Asset Management
Champaign,
Illinois
|
$11.2M
|
+$68.9K
|
+1,341
|
+0.7%
|
|
|
58
|
AE Wealth Management
Topeka,
Kansas
|
$11M
|
+$9.6M
|
+186,727
|
+1,834%
|
|
|
59
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10.7M
|
+$2.02M
|
+39,367
|
+25%
|
|
|
60
|
Snowden Capital Advisors
New York
|
$10.4M
|
-$160K
|
-3,112
|
-2%
|
|
|
61
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.3M
|
-$767K
|
-14,931
|
-7%
|
|
|
62
|
|
$10.1M
|
+$5.44M
|
+105,873
|
+131%
|
|
|
63
|
Union Savings Bank
Litchfield,
Connecticut
|
$9.77M
|
+$8.24M
|
+160,391
|
+788%
|
|
|
64
|
Jefferies Financial Group
New York
|
$9.43M
|
+$2.12M
|
+41,326
|
+31%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$9.41M
|
-$1.3M
|
-25,209
|
-13%
|
|
|
66
|
Financial Advocates Investment Management
Olympia,
Washington
|
$9.24M
|
+$1.05M
|
+20,509
|
+14%
|
|
|
67
|
Jordan Park Group
San Francisco,
California
|
$9.21M
|
–
|
–
|
–
|
|
|
68
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9.17M
|
+$1.58M
|
+30,670
|
+22%
|
|
|
69
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$9.1M
|
+$30.8K
|
+600
|
+0.4%
|
|
|
70
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$8.94M
|
+$366K
|
+7,115
|
+4%
|
|
|
71
|
KWB Wealth
Redlands,
California
|
$8.81M
|
-$139K
|
-2,695
|
-2%
|
|
|
72
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$8.3M
|
+$2.24M
|
+43,579
|
+40%
|
|
|
73
|
Cresset Asset Management
Chicago,
Illinois
|
$8.3M
|
+$1.46M
|
+28,384
|
+23%
|
|
|
74
|
Atria Wealth Solutions
New York
|
$8.27M
|
+$141K
|
+2,748
|
+2%
|
|
|
75
|
Nikulski Financial
Bettendorf,
Iowa
|
$8.04M
|
-$67.3K
|
-1,310
|
-0.9%
|
|
