|
51
|
Landmark Wealth Management (New York)
Melville,
New York
|
$12.1M
|
+$386K
|
+4,162
|
+3%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$12M
|
+$1.03M
|
+11,116
|
+9%
|
|
|
53
|
|
$11.8M
|
-$1.28M
|
-13,851
|
-10%
|
|
|
54
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$11.7M
|
-$112K
|
-1,208
|
-1%
|
|
|
55
|
Sentinus LLC
Oak Brook,
Illinois
|
$11.7M
|
+$215K
|
+2,324
|
+2%
|
|
|
56
|
Revisor Wealth Management
Akron,
Ohio
|
$11.2M
|
+$1.05M
|
+11,294
|
+10%
|
|
|
57
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$11.1M
|
-$564K
|
-6,086
|
-5%
|
|
|
58
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.1M
|
+$158K
|
+1,705
|
+1%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
+$427K
|
+4,604
|
+4%
|
|
|
60
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$10.8M
|
-$1.28M
|
-13,789
|
-11%
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.4M
|
-$308K
|
-3,327
|
-3%
|
|
|
62
|
Financial Perspectives
Minneapolis,
Minnesota
|
$10.2M
|
-$66.2K
|
-714
|
-0.6%
|
|
|
63
|
Truist Financial
Charlotte,
North Carolina
|
$10.2M
|
-$39.7K
|
-428
|
-0.4%
|
|
|
64
|
|
$10.2M
|
-$1.11M
|
-11,993
|
-10%
|
|
|
65
|
Cresset Asset Management
Chicago,
Illinois
|
$10.1M
|
-$21.1M
|
-227,715
|
-68%
|
|
|
66
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$9.99M
|
-$53K
|
-572
|
-0.5%
|
|
|
67
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$9.94M
|
-$3.26M
|
-35,201
|
-25%
|
|
|
68
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$9.81M
|
+$215K
|
+2,316
|
+2%
|
|
|
69
|
Collective Family Office
York,
Pennsylvania
|
$9.69M
|
+$718K
|
+7,748
|
+8%
|
|
|
70
|
|
$9.54M
|
+$156K
|
+1,679
|
+2%
|
|
|
71
|
Madson Wealth Advisors
Santa Rosa,
California
|
$8.99M
|
-$24.1K
|
-260
|
-0.3%
|
|
|
72
|
Verum Partners
Charlotte,
North Carolina
|
$8.97M
|
+$1.28M
|
+13,857
|
+17%
|
|
|
73
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.72M
|
-$2.24M
|
-24,152
|
-21%
|
|
|
74
|
|
$8.57M
|
-$438K
|
-4,730
|
-5%
|
|
|
75
|
BCGM Wealth Management
Lafayette,
Indiana
|
$8.53M
|
+$271K
|
+2,923
|
+3%
|
|
