|
26
|
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
$3.2M
|
-$18.2K
|
-83
|
-0.6%
|
|
|
27
|
Madrona Financial Services
Everett,
Washington
|
$2.95M
|
+$101K
|
+462
|
+3%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$2.6M
|
-$34K
|
-155
|
-1%
|
|
|
29
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.44M
|
+$605K
|
+2,757
|
+32%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$2.27M
|
+$897K
|
+4,088
|
+62%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
-$495K
|
-2,254
|
-18%
|
|
|
32
|
Ziegler Capital Management
Chicago,
Illinois
|
$1.85M
|
–
|
–
|
–
|
|
|
33
|
Equitable Holdings
New York
|
$1.76M
|
-$7.68K
|
-35
|
-0.4%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$1.68M
|
+$1.07M
|
+4,867
|
+162%
|
|
|
35
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.63M
|
-$116K
|
-530
|
-6%
|
|
|
36
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.42M
|
+$68.9K
|
+314
|
+5%
|
|
|
37
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$1.41M
|
+$44.1K
|
+201
|
+3%
|
|
|
38
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$1.35M
|
+$1.54K
|
+7
|
+0.1%
|
|
|
39
|
Oppenheimer Asset Management
New York
|
$1.33M
|
+$176K
|
+800
|
+15%
|
|
|
40
|
Brown Advisory
Baltimore,
Maryland
|
$1.26M
|
+$17.3K
|
+79
|
+1%
|
|
|
41
|
|
$1.23M
|
+$48.9K
|
+223
|
+4%
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
$1.17M
|
+$828K
|
+3,775
|
+222%
|
|
|
43
|
WrapManager Inc
Mill Valley,
California
|
$1.12M
|
+$1.15M
|
+5,247
|
New
|
|
|
44
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1M
|
+$1.03M
|
+4,694
|
New
|
|
|
45
|
Prudential Financial
Newark,
New Jersey
|
$955K
|
+$4.61K
|
+21
|
+0.5%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$930K
|
-$62.5K
|
-285
|
-6%
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$847K
|
+$871K
|
+3,969
|
New
|
|
|
48
|
Ferris Capital
Marlborough,
Massachusetts
|
$811K
|
–
|
–
|
–
|
|
|
49
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$742K
|
+$182K
|
+831
|
+31%
|
|
|
50
|
1900 Wealth Management
San Antonio,
Texas
|
$738K
|
+$116K
|
+527
|
+18%
|
|
