|
51
|
Williams Jones Wealth Management
New York
|
$425K
|
–
|
–
|
–
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$420K
|
-$129K
|
-814
|
-24%
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$411K
|
+$407K
|
+2,570
|
New
|
|
|
54
|
First National Bank of South Miami
South Miami,
Florida
|
$388K
|
–
|
–
|
–
|
|
|
55
|
Investors Asset Management of Georgia
Atlanta,
Georgia
|
$383K
|
-$206K
|
-1,300
|
-35%
|
|
|
56
|
Wealthfront Advisers
Palo Alto,
California
|
$379K
|
+$56.5K
|
+357
|
+18%
|
|
|
57
|
American Trust
Lexington,
Kentucky
|
$377K
|
+$5.23K
|
+33
|
+1%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$366K
|
+$23.1K
|
+146
|
+7%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$356K
|
+$269K
|
+1,697
|
+321%
|
|
|
60
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
$351K
|
+$348K
|
+2,200
|
New
|
|
|
61
|
|
$344K
|
+$341K
|
+2,153
|
New
|
|
|
62
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$316K
|
-$9.5K
|
-60
|
-3%
|
|
|
63
|
Scotia Capital
Toronto,
Ontario, Canada
|
$314K
|
-$3.96K
|
-25
|
-1%
|
|
|
64
|
CIBC World Market
Toronto,
Ontario, Canada
|
$311K
|
+$20.6K
|
+130
|
+7%
|
|
|
65
|
Comerica Securities
Detroit,
Michigan
|
$279K
|
+$277K
|
+1,748
|
New
|
|
|
66
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$276K
|
–
|
–
|
–
|
|
|
67
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$272K
|
+$270K
|
+1,705
|
New
|
|
|
68
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$271K
|
+$268K
|
+1,695
|
New
|
|
|
69
|
Wealthspire Advisors (New York)
New York
|
$246K
|
–
|
–
|
–
|
|
|
70
|
Howard Wealth Management
Madison,
Connecticut
|
$223K
|
+$221K
|
+1,398
|
New
|
|
|
71
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$217K
|
+$215K
|
+1,360
|
New
|
|
|
72
|
KWB Wealth
Redlands,
California
|
$216K
|
+$214K
|
+1,352
|
New
|
|
|
73
|
Commerce Bank
Kansas City,
Missouri
|
$208K
|
+$206K
|
+1,300
|
New
|
|
|
74
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$208K
|
+$206K
|
+1,300
|
New
|
|
|
75
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$207K
|
-$37.1K
|
-234
|
-15%
|
|
