|
51
|
IEQ Capital
Foster City,
California
|
$287K
|
+$45.5K
|
+752
|
+18%
|
|
|
52
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$273K
|
–
|
–
|
–
|
|
|
53
|
Waverly Advisors
Birmingham,
Alabama
|
$270K
|
+$188K
|
+3,102
|
+215%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$261K
|
+$8.34K
|
+138
|
+3%
|
|
|
55
|
Seven Mile Advisory
Ewing,
New Jersey
|
$250K
|
+$254K
|
+4,201
|
New
|
|
|
56
|
|
$236K
|
+$241K
|
+3,984
|
New
|
|
|
57
|
Morton Capital Management
Calabasas,
California
|
$233K
|
+$8.77K
|
+145
|
+4%
|
|
|
58
|
Truist Financial
Charlotte,
North Carolina
|
$229K
|
-$3.26K
|
-54
|
-1%
|
|
|
59
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$226K
|
+$229K
|
+3,794
|
New
|
|
|
60
|
|
$225K
|
+$178K
|
+2,949
|
+351%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$222K
|
+$226K
|
+3,738
|
New
|
|
|
62
|
Bayban
Bayport,
Minnesota
|
$221K
|
–
|
–
|
–
|
|
|
63
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$212K
|
–
|
–
|
–
|
|
|
64
|
Wealthspire Advisors (New York)
New York
|
$210K
|
+$214K
|
+3,538
|
New
|
|
|
65
|
Focus Partners Wealth
Boston,
Massachusetts
|
$207K
|
+$210K
|
+3,474
|
New
|
|
|
66
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$202K
|
+$206K
|
+3,401
|
New
|
|
|
67
|
Inscription Capital
Houston,
Texas
|
$202K
|
+$205K
|
+3,398
|
New
|
|
|
68
|
Osaic Holdings
Scottsdale,
Arizona
|
$173K
|
+$27.4K
|
+453
|
+18%
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$161K
|
-$92.2K
|
-1,525
|
-36%
|
|
|
70
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157K
|
-$2.96K
|
-49
|
-2%
|
|
|
71
|
Crewe Advisors
Salt Lake City,
Utah
|
$98.3K
|
–
|
–
|
–
|
|
|
72
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$81.2K
|
–
|
–
|
–
|
|
|
73
|
Destiny Wealth Partners
Tavares,
Florida
|
$76.3K
|
+$77.6K
|
+1,284
|
New
|
|
|
74
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$66.7K
|
+$4.96K
|
+82
|
+8%
|
|
|
75
|
Private Trust Company
Cleveland,
Ohio
|
$63K
|
–
|
–
|
–
|
|
