|
51
|
D.A. Davidson & Co
Great Falls,
Montana
|
$429K
|
+$161K
|
+3,000
|
+63%
|
|
|
52
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$420K
|
+$20.4K
|
+381
|
+5%
|
|
|
53
|
Aspiriant LLC
Los Angeles,
California
|
$407K
|
-$196K
|
-3,657
|
-33%
|
|
|
54
|
Wealthspire Advisors (New York)
New York
|
$406K
|
–
|
–
|
–
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$377K
|
-$34.2K
|
-639
|
-9%
|
|
|
56
|
Avitas Wealth Management
Los Angeles,
California
|
$358K
|
+$52.2K
|
+975
|
+18%
|
|
|
57
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$337K
|
-$457K
|
-8,532
|
-58%
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$309K
|
–
|
–
|
–
|
|
|
59
|
|
$306K
|
-$18.6K
|
-348
|
-6%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$299K
|
+$92.1K
|
+1,719
|
+46%
|
|
|
61
|
Personal CFO Solutions
Chester,
New Jersey
|
$286K
|
-$462K
|
-8,622
|
-62%
|
|
|
62
|
Clear Creek Financial Management
Silverdale,
Washington
|
$261K
|
+$255K
|
+4,752
|
New
|
|
|
63
|
Raymond James Trust
St. Petersburg,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$247K
|
+$17.7K
|
+330
|
+8%
|
|
|
65
|
Truist Financial
Charlotte,
North Carolina
|
$242K
|
-$1.8M
|
-33,597
|
-88%
|
|
|
66
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$231K
|
–
|
–
|
–
|
|
|
67
|
Cetera Advisor Networks
El Segundo,
California
|
$216K
|
-$449K
|
-8,388
|
-68%
|
|
|
68
|
Triton Wealth Management
Sun City,
Arizona
|
$212K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$210K
|
-$161
|
-3
|
-0.1%
|
|
|
70
|
Security National Trust
Wheeling,
West Virginia
|
$165K
|
–
|
–
|
–
|
|
|
71
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$143K
|
–
|
–
|
–
|
|
|
72
|
Vontobel Holding
Zurich,
Switzerland
|
$124K
|
+$121K
|
+2,250
|
New
|
|
|
73
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$113K
|
–
|
–
|
–
|
|
|
74
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$111K
|
-$713K
|
-13,308
|
-87%
|
|
|
75
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$107K
|
+$14.5K
|
+270
|
+16%
|
|
