|
76
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$394K
|
-$43.1K
|
-359
|
-10%
|
|
|
77
|
Corient Private Wealth
Miami,
Florida
|
$394K
|
-$369K
|
-3,075
|
-48%
|
|
|
78
|
Truist Financial
Charlotte,
North Carolina
|
$393K
|
-$79.3K
|
-661
|
-16%
|
|
|
79
|
Colorado Capital Management
Boulder,
Colorado
|
$388K
|
–
|
–
|
–
|
|
|
80
|
Osbon Capital Management
Boston,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
|
81
|
Jones Financial Companies
Des Peres,
Missouri
|
$379K
|
+$58.9K
|
+491
|
+17%
|
|
|
82
|
Copia Wealth Management
Bend,
Oregon
|
$369K
|
+$299K
|
+2,493
|
+361%
|
|
|
83
|
BigSur Wealth Management
Miami,
Florida
|
$348K
|
–
|
–
|
–
|
|
|
84
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$342K
|
+$354K
|
+2,950
|
New
|
|
|
85
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$340K
|
+$88.5K
|
+738
|
+34%
|
|
|
86
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$337K
|
–
|
–
|
–
|
|
|
87
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$336K
|
–
|
–
|
–
|
|
|
88
|
Perennial Investment Advisors
Los Angeles,
California
|
$331K
|
+$12K
|
+100
|
+4%
|
|
|
89
|
Roundview Capital
Princeton,
New Jersey
|
$330K
|
+$342K
|
+2,847
|
New
|
|
|
90
|
International Assets Investment Management
Orlando,
Florida
|
$329K
|
+$18K
|
+150
|
+6%
|
|
|
91
|
Private Advisor Group
Morristown,
New Jersey
|
$327K
|
+$338K
|
+2,816
|
New
|
|
|
92
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$305K
|
-$120
|
-1
|
-0%
|
|
|
93
|
Mercer Global Advisors
Denver,
Colorado
|
$296K
|
+$306K
|
+2,554
|
New
|
|
|
94
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$296K
|
+$306K
|
+2,553
|
New
|
|
|
95
|
BlackDiamond Wealth Management
New York
|
$284K
|
–
|
–
|
–
|
|
|
96
|
Miller Global Investments
Dallas,
Texas
|
$279K
|
-$15.5K
|
-129
|
-5%
|
|
|
97
|
Bank of New York Mellon
New York
|
$269K
|
+$37.9K
|
+316
|
+16%
|
|
|
98
|
EFG International
Zurich,
|
$267K
|
–
|
–
|
–
|
|
|
99
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$245K
|
+$253K
|
+2,111
|
New
|
|
|
100
|
Sunpointe
St. Louis,
Missouri
|
$239K
|
+$247K
|
+2,061
|
New
|
|
