|
51
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.41M
|
+$113K
|
+2,211
|
+3%
|
|
|
52
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.03M
|
+$326K
|
+6,408
|
+9%
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.45M
|
+$221K
|
+4,336
|
+7%
|
|
|
54
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.22M
|
+$1.62M
|
+31,800
|
+101%
|
|
|
55
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$3.16M
|
-$1.79M
|
-35,154
|
-36%
|
|
|
56
|
Samalin Investment Counsel
Chappaqua,
New York
|
$3.13M
|
+$259K
|
+5,083
|
+9%
|
|
|
57
|
Valmark Advisers
Akron,
Ohio
|
$2.91M
|
+$1.07K
|
+21
|
+0%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.81M
|
+$620K
|
+12,178
|
+28%
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$2.53M
|
+$242K
|
+4,755
|
+11%
|
|
|
60
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2.48M
|
+$2.48M
|
+48,700
|
New
|
|
|
61
|
Maridea Wealth Management
Brooklyn,
New York
|
$2.47M
|
+$2.17M
|
+42,710
|
+722%
|
|
|
62
|
Equitable Holdings
New York
|
$2.4M
|
+$134K
|
+2,628
|
+6%
|
|
|
63
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$2.4M
|
+$2.4M
|
+47,119
|
New
|
|
|
64
|
Oppenheimer & Co
New York
|
$2.26M
|
+$27.3K
|
+537
|
+1%
|
|
|
65
|
Trademark Financial Management
Bloomington,
Minnesota
|
$2.09M
|
-$123K
|
-2,423
|
-6%
|
|
|
66
|
Elk River Wealth Management
Denver,
Colorado
|
$2.03M
|
+$140K
|
+2,759
|
+7%
|
|
|
67
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.91M
|
-$338K
|
-6,644
|
-15%
|
|
|
68
|
Bank of New York Mellon
New York
|
$1.89M
|
+$162K
|
+3,186
|
+9%
|
|
|
69
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.81M
|
-$148K
|
-2,898
|
-8%
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.64M
|
-$384K
|
-7,546
|
-19%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$1.63M
|
-$260K
|
-5,100
|
-14%
|
|
|
72
|
Atria Investments
Charlotte,
North Carolina
|
$1.6M
|
-$309K
|
-6,075
|
-16%
|
|
|
73
|
Wells Fargo
San Francisco,
California
|
$1.41M
|
+$1.41M
|
+27,680
|
+39,543%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$1.41M
|
+$177K
|
+3,472
|
+14%
|
|
|
75
|
Perigon Wealth Management
San Francisco,
California
|
$1.35M
|
+$328K
|
+6,435
|
+32%
|
|
