|
51
|
Tacita Capital
Toronto,
Ontario, Canada
|
$3.42M
|
+$185K
|
+6,884
|
+6%
|
|
|
52
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.11M
|
-$35M
|
-1,305,088
|
-92%
|
|
|
53
|
Parallel Advisors
San Francisco,
California
|
$2.93M
|
+$115K
|
+4,274
|
+4%
|
|
|
54
|
Cypress Wealth Services
Palm Desert,
California
|
$2.87M
|
-$17.8K
|
-663
|
-0.6%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$2.78M
|
-$33.6K
|
-1,250
|
-1%
|
|
|
56
|
Concurrent Investment Advisors
Tampa,
Florida
|
$2.63M
|
-$196K
|
-7,298
|
-7%
|
|
|
57
|
Vance Wealth
Santa Clarita,
California
|
$2.52M
|
-$2.71K
|
-101
|
-0.1%
|
|
|
58
|
Clayton Partners
Berkeley,
California
|
$2.51M
|
+$1.61K
|
+60
|
+0.1%
|
|
|
59
|
Kickstand Ventures
Pittsford,
New York
|
$2.48M
|
-$22.4K
|
-834
|
-0.9%
|
|
|
60
|
Savvy Advisors Inc
New York
|
$2.39M
|
+$986K
|
+36,736
|
+77%
|
|
|
61
|
One Advisory Partners
Overland Park,
Kansas
|
$2.3M
|
-$7.17K
|
-267
|
-0.3%
|
|
|
62
|
Custom Index Systems
New York
|
$2.23M
|
+$27K
|
+1,006
|
+1%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$2.16M
|
+$56K
|
+2,086
|
+3%
|
|
|
64
|
Wealth Alliance
Mellville,
New York
|
$2.15M
|
-$112K
|
-4,155
|
-5%
|
|
|
65
|
Park Avenue Securities
New York
|
$2.13M
|
+$444K
|
+16,541
|
+28%
|
|
|
66
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.95M
|
-$17K
|
-633
|
-0.9%
|
|
|
67
|
RHS Financial
San Francisco,
California
|
$1.87M
|
+$457K
|
+17,023
|
+35%
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
-$148K
|
-5,496
|
-8%
|
|
|
69
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.8M
|
–
|
–
|
–
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$1.8M
|
+$90.5K
|
+3,369
|
+6%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$1.76M
|
-$84.4K
|
-3,145
|
-5%
|
|
|
72
|
Bell Investment Advisors
Oakland,
California
|
$1.75M
|
-$64.9K
|
-2,418
|
-4%
|
|
|
73
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.71M
|
-$8.22K
|
-306
|
-0.5%
|
|
|
74
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.63M
|
–
|
–
|
–
|
|
|
75
|
CSS LLC
Chicago,
Illinois
|
$1.62M
|
+$164K
|
+6,100
|
+12%
|
|
