|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$545K
|
+$173K
|
+2,926
|
+53%
|
|
|
52
|
Wealthspire Advisors (New York)
New York
|
$541K
|
+$500K
|
+8,434
|
New
|
|
|
53
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$531K
|
+$491K
|
+8,278
|
New
|
|
|
54
|
Richardson Financial Services
Medway,
Massachusetts
|
$494K
|
+$457K
|
+7,712
|
New
|
|
|
55
|
Transcend Capital Advisors
Madison,
New Jersey
|
$480K
|
-$53K
|
-894
|
-11%
|
|
|
56
|
Atria Wealth Solutions
New York
|
$478K
|
-$5.51K
|
-93
|
-1%
|
|
|
57
|
CVA Family Office
Denver,
Colorado
|
$476K
|
–
|
–
|
–
|
|
|
58
|
Cetera Advisors
Denver,
Colorado
|
$450K
|
+$13.5K
|
+228
|
+3%
|
|
|
59
|
Inscription Capital
Houston,
Texas
|
$446K
|
–
|
–
|
–
|
|
|
60
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$445K
|
+$2.85K
|
+48
|
+0.7%
|
|
|
61
|
Financial Advocates Investment Management
Olympia,
Washington
|
$436K
|
+$423K
|
+7,130
|
New
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$434K
|
+$38.8K
|
+654
|
+11%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$416K
|
+$19.3K
|
+326
|
+5%
|
|
|
64
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$404K
|
–
|
–
|
–
|
|
|
65
|
Icon Wealth Advisors
Houston,
Texas
|
$404K
|
+$374K
|
+6,302
|
New
|
|
|
66
|
Scotia Capital
Toronto,
Ontario, Canada
|
$395K
|
+$74.7K
|
+1,260
|
+26%
|
|
|
67
|
Citadel Advisors
Miami,
Florida
|
$385K
|
+$152K
|
+2,572
|
+75%
|
|
|
68
|
Mariner
Overland Park,
Kansas
|
$373K
|
+$11.4K
|
+192
|
+3%
|
|
|
69
|
Raymond James Trust
St. Petersburg,
Florida
|
$369K
|
+$24.3K
|
+410
|
+8%
|
|
|
70
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$354K
|
–
|
–
|
–
|
|
|
71
|
MML Investors Services
Springfield,
Massachusetts
|
$354K
|
+$327K
|
+5,524
|
New
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
$353K
|
+$326K
|
+5,500
|
New
|
|
|
73
|
Custos Family Office
Austin,
Texas
|
$345K
|
-$14.4K
|
-243
|
-4%
|
|
|
74
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$344K
|
+$95.2K
|
+1,606
|
+43%
|
|
|
75
|
Marcum Wealth
Cleveland,
Ohio
|
$341K
|
-$69.2K
|
-1,168
|
-18%
|
|
