|
51
|
Scotia Capital
Toronto,
Ontario, Canada
|
$428K
|
-$790K
|
-8,408
|
-66%
|
|
|
52
|
RWA Wealth Partners
Newton,
Massachusetts
|
$395K
|
–
|
–
|
–
|
|
|
53
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$385K
|
+$16.2K
|
+172
|
+5%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$359K
|
+$10.4K
|
+111
|
+3%
|
|
|
55
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$352K
|
–
|
–
|
–
|
|
|
56
|
KKM Financial
Chicago,
Illinois
|
$348K
|
+$846
|
+9
|
+0.3%
|
|
|
57
|
Colorado Capital Management
Boulder,
Colorado
|
$335K
|
–
|
–
|
–
|
|
|
58
|
Beacon Pointe Advisors
Newport Beach,
California
|
$329K
|
+$308K
|
+3,279
|
New
|
|
|
59
|
Ameriprise
Minneapolis,
Minnesota
|
$307K
|
+$13.8K
|
+147
|
+5%
|
|
|
60
|
BigSur Wealth Management
Miami,
Florida
|
$301K
|
–
|
–
|
–
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$298K
|
+$9.4K
|
+100
|
+3%
|
|
|
62
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$291K
|
–
|
–
|
–
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$290K
|
+$49.3K
|
+525
|
+22%
|
|
|
64
|
Perennial Investment Advisors
Los Angeles,
California
|
$273K
|
–
|
–
|
–
|
|
|
65
|
Summit Trail Advisors
New York
|
$271K
|
+$254K
|
+2,700
|
New
|
|
|
66
|
Jones Financial Companies
Des Peres,
Missouri
|
$269K
|
+$21.7K
|
+231
|
+9%
|
|
|
67
|
International Assets Investment Management
Orlando,
Florida
|
$263K
|
–
|
–
|
–
|
|
|
68
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$263K
|
+$3.76K
|
+40
|
+2%
|
|
|
69
|
BlackDiamond Wealth Management
New York
|
$246K
|
+$4.13K
|
+44
|
+2%
|
|
|
70
|
|
$234K
|
+$219K
|
+2,330
|
New
|
|
|
71
|
AQR Capital Management
Greenwich,
Connecticut
|
$233K
|
–
|
–
|
–
|
|
|
72
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$232K
|
+$218K
|
+2,315
|
New
|
|
|
73
|
Fortitude Family Office
Scottsdale,
Arizona
|
$231K
|
+$217K
|
+2,308
|
New
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$207K
|
-$480K
|
-5,107
|
-71%
|
|
|
75
|
Advisory Services Network
Atlanta,
Georgia
|
$196K
|
+$184K
|
+1,955
|
New
|
|
