|
51
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$960K
|
–
|
–
|
–
|
|
|
52
|
FourThought Financial Partners
Venice,
Florida
|
$909K
|
+$60.2K
|
+447
|
+7%
|
|
|
53
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$875K
|
+$135
|
+1
|
+0%
|
|
|
54
|
1900 Wealth Management
San Antonio,
Texas
|
$822K
|
-$185K
|
-1,371
|
-18%
|
|
|
55
|
Roundview Capital
Princeton,
New Jersey
|
$820K
|
-$8.76K
|
-65
|
-1%
|
|
|
56
|
Freedom Investment Management
Hartford,
Connecticut
|
$807K
|
-$9.16K
|
-68
|
-1%
|
|
|
57
|
Flow Traders U.S.
New York
|
$796K
|
-$783K
|
-5,809
|
-49%
|
|
|
58
|
Bremer Bank National Association
St Paul,
Minnesota
|
$751K
|
–
|
–
|
–
|
|
|
59
|
|
$709K
|
+$468K
|
+3,471
|
+191%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$651K
|
-$32.9K
|
-244
|
-5%
|
|
|
61
|
Citadel Advisors
Miami,
Florida
|
$635K
|
+$639K
|
+4,740
|
New
|
|
|
62
|
Oppenheimer & Co
New York
|
$633K
|
+$39.8K
|
+295
|
+7%
|
|
|
63
|
Corient Private Wealth
Miami,
Florida
|
$625K
|
-$1.75K
|
-13
|
-0.3%
|
|
|
64
|
Plancorp LLC
Saint Louis,
Missouri
|
$621K
|
-$488K
|
-3,618
|
-44%
|
|
|
65
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$612K
|
-$99K
|
-735
|
-14%
|
|
|
66
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$609K
|
+$188K
|
+1,394
|
+44%
|
|
|
67
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$601K
|
-$12.3K
|
-91
|
-2%
|
|
|
68
|
McLean Asset Management
Tysons,
Virginia
|
$598K
|
-$60.9K
|
-452
|
-9%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$590K
|
-$76.3K
|
-566
|
-12%
|
|
|
70
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$590K
|
+$95.5K
|
+709
|
+19%
|
|
|
71
|
Atria Wealth Solutions
New York
|
$569K
|
+$12.3K
|
+91
|
+2%
|
|
|
72
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$563K
|
+$29.2K
|
+217
|
+5%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$559K
|
-$9.97K
|
-74
|
-2%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$546K
|
-$50.9K
|
-378
|
-8%
|
|
|
75
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$524K
|
+$38.7K
|
+287
|
+8%
|
|
