|
51
|
Cypress Wealth Services
Palm Desert,
California
|
$2.72M
|
-$617K
|
-24,257
|
-19%
|
|
|
52
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.66M
|
+$2.55M
|
+100,420
|
New
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$2.65M
|
+$83.7K
|
+3,290
|
+3%
|
|
|
54
|
Parallel Advisors
San Francisco,
California
|
$2.63M
|
+$317K
|
+12,478
|
+14%
|
|
|
55
|
Vance Wealth
Santa Clarita,
California
|
$2.37M
|
-$455K
|
-17,880
|
-17%
|
|
|
56
|
Clayton Partners
Berkeley,
California
|
$2.36M
|
–
|
–
|
–
|
|
|
57
|
Kickstand Ventures
Pittsford,
New York
|
$2.35M
|
-$828K
|
-32,546
|
-27%
|
|
|
58
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$2.28M
|
+$1.56M
|
+61,213
|
+246%
|
|
|
59
|
One Advisory Partners
Overland Park,
Kansas
|
$2.17M
|
-$52.1K
|
-2,050
|
-2%
|
|
|
60
|
Wealth Alliance
Mellville,
New York
|
$2.13M
|
-$1.32M
|
-51,914
|
-39%
|
|
|
61
|
Custom Index Systems
New York
|
$2.07M
|
+$1.98M
|
+78,024
|
New
|
|
|
62
|
Renaissance Technologies
New York
|
$1.99M
|
+$1.91M
|
+75,000
|
New
|
|
|
63
|
Rockefeller Capital Management
New York
|
$1.98M
|
+$245K
|
+9,617
|
+15%
|
|
|
64
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.86M
|
-$3.52M
|
-138,468
|
-66%
|
|
|
65
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.85M
|
+$228K
|
+8,962
|
+15%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$1.73M
|
-$258K
|
-10,154
|
-13%
|
|
|
67
|
Bell Investment Advisors
Oakland,
California
|
$1.71M
|
+$18.3K
|
+721
|
+1%
|
|
|
68
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.69M
|
–
|
–
|
–
|
|
|
69
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.66M
|
+$13.4K
|
+525
|
+0.8%
|
|
|
70
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.62M
|
-$833K
|
-32,737
|
-35%
|
|
|
71
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.61M
|
-$2.37M
|
-93,318
|
-61%
|
|
|
72
|
HighTower Advisors
Chicago,
Illinois
|
$1.6M
|
+$316K
|
+12,424
|
+26%
|
|
|
73
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.57M
|
-$462K
|
-18,157
|
-24%
|
|
|
74
|
Park Avenue Securities
New York
|
$1.56M
|
+$908K
|
+35,693
|
+154%
|
|
|
75
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.53M
|
-$18.1K
|
-711
|
-1%
|
|
