|
26
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$9.7M
|
+$253K
|
+1,040
|
+3%
|
|
|
27
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$9.19M
|
+$433K
|
+1,778
|
+5%
|
|
|
28
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$8.98M
|
-$648K
|
-2,662
|
-7%
|
|
|
29
|
Mariner
Overland Park,
Kansas
|
$8.27M
|
+$693K
|
+2,845
|
+10%
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$7.39M
|
-$31.2K
|
-128
|
-0.4%
|
|
|
31
|
Bailard
Foster City,
California
|
$7.05M
|
-$1.49M
|
-6,124
|
-18%
|
|
|
32
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.69M
|
+$49.9K
|
+205
|
+0.8%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$6.64M
|
+$4.99M
|
+20,486
|
+353%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$6.48M
|
-$1.98M
|
-8,120
|
-24%
|
|
|
35
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$6.39M
|
+$6.16M
|
+25,300
|
New
|
|
|
36
|
Salomon & Ludwin
Richmond,
Virginia
|
$6.06M
|
+$80.9K
|
+332
|
+1%
|
|
|
37
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$5.95M
|
-$76.2K
|
-313
|
-1%
|
|
|
38
|
Miller Equity Capital Advisors
Irving,
Texas
|
$5.88M
|
+$425K
|
+1,745
|
+8%
|
|
|
39
|
Park National Corp
Newark,
Ohio
|
$5.83M
|
-$706K
|
-2,900
|
-11%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.58M
|
-$148K
|
-607
|
-3%
|
|
|
41
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5.55M
|
-$101K
|
-416
|
-2%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$5.53M
|
+$633K
|
+2,599
|
+13%
|
|
|
43
|
Atria Wealth Solutions
New York
|
$5.4M
|
+$2.81M
|
+11,528
|
+117%
|
|
|
44
|
Corient Private Wealth
Miami,
Florida
|
$5.1M
|
-$616K
|
-2,528
|
-11%
|
|
|
45
|
Westside Investment Management
Santa Monica,
California
|
$5.1M
|
+$133K
|
+547
|
+3%
|
|
|
46
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.07M
|
-$98.4K
|
-404
|
-2%
|
|
|
47
|
Clarity Wealth Advisors
San Jose,
California
|
$5.05M
|
+$66.5K
|
+273
|
+1%
|
|
|
48
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$5.04M
|
+$1.61M
|
+6,610
|
+50%
|
|
|
49
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$4.99M
|
+$255K
|
+1,049
|
+6%
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.94M
|
+$67.5K
|
+277
|
+1%
|
|
