|
51
|
Private Advisor Group
Morristown,
New Jersey
|
$3.3M
|
+$567K
|
+12,145
|
+20%
|
|
|
52
|
Colony Group
Boston,
Massachusetts
|
$3.17M
|
+$170K
|
+3,651
|
+6%
|
|
|
53
|
Wealth Architects
Mountain View,
California
|
$2.79M
|
-$580K
|
-12,425
|
-17%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$75.2K
|
+1,611
|
+3%
|
|
|
55
|
Naples Global Advisors
Naples,
Florida
|
$2.78M
|
+$275K
|
+5,882
|
+11%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.76M
|
-$414K
|
-8,867
|
-13%
|
|
|
57
|
Curi Wealth Management
Raleigh,
North Carolina
|
$2.73M
|
+$537K
|
+11,515
|
+24%
|
|
|
58
|
|
$2.73M
|
+$502K
|
+10,757
|
+22%
|
|
|
59
|
KWMG LLC
Overland Park,
Kansas
|
$2.7M
|
+$134K
|
+2,870
|
+5%
|
|
|
60
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$2.6M
|
+$761K
|
+16,309
|
+41%
|
|
|
61
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.56M
|
-$2.15K
|
-46
|
-0.1%
|
|
|
62
|
Ameriprise
Minneapolis,
Minnesota
|
$2.48M
|
+$1.72M
|
+36,945
|
+209%
|
|
|
63
|
Bailard
Foster City,
California
|
$2.08M
|
–
|
–
|
–
|
|
|
64
|
Lido Advisors
Los Angeles,
California
|
$2M
|
+$179K
|
+3,837
|
+10%
|
|
|
65
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2M
|
-$2.91M
|
-62,284
|
-59%
|
|
|
66
|
Stelac Advisory Services
New York
|
$1.89M
|
+$297K
|
+6,355
|
+18%
|
|
|
67
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.73M
|
+$24.9K
|
+533
|
+1%
|
|
|
68
|
SG Americas Securities
New York
|
$1.64M
|
–
|
–
|
–
|
|
|
69
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.49M
|
-$21.5K
|
-461
|
-1%
|
|
|
70
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.48M
|
+$65.6K
|
+1,405
|
+4%
|
|
|
71
|
Elmwood Wealth Management
Berkeley,
California
|
$1.48M
|
+$52K
|
+1,115
|
+4%
|
|
|
72
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.37M
|
+$443K
|
+9,488
|
+46%
|
|
|
73
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.36M
|
+$503K
|
+10,781
|
+56%
|
|
|
74
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.31M
|
–
|
–
|
–
|
|
|
75
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.26M
|
-$108K
|
-2,319
|
-8%
|
|
