|
26
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$374K
|
+$187K
|
+6,225
|
+96%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$359K
|
+$14.9K
|
+497
|
+4%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$345K
|
-$72.1K
|
-2,399
|
-17%
|
|
|
29
|
Vontobel Holding
Zurich,
Switzerland
|
$294K
|
–
|
–
|
–
|
|
|
30
|
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
$292K
|
+$299K
|
+9,952
|
New
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$271K
|
+$35.5K
|
+1,180
|
+15%
|
|
|
32
|
Financial Engines Advisors
Santa Clara,
California
|
$264K
|
+$33.9K
|
+1,129
|
+14%
|
|
|
33
|
Atria Wealth Solutions
New York
|
$237K
|
+$243K
|
+8,078
|
New
|
|
|
34
|
|
$229K
|
-$981K
|
-32,656
|
-81%
|
|
|
35
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$219K
|
-$13.5K
|
-451
|
-6%
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$169K
|
-$27.7K
|
-922
|
-14%
|
|
|
37
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$159K
|
–
|
–
|
–
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$130K
|
+$37.7K
|
+1,254
|
+40%
|
|
|
39
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$81K
|
–
|
–
|
–
|
|
|
40
|
Optiver Holding
Amsterdam,
Netherlands
|
$79K
|
-$10.1K
|
-335
|
-11%
|
|
|
41
|
Lindbrook Capital
Calabasas,
California
|
$79K
|
–
|
–
|
–
|
|
|
42
|
Cutler Group
San Francisco,
California
|
$72K
|
-$40.4K
|
-1,344
|
-35%
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61K
|
-$12K
|
-400
|
-17%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$58K
|
-$6.34K
|
-211
|
-10%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57K
|
-$901
|
-30
|
-2%
|
|
|
46
|
IFP Advisors
Tampa,
Florida
|
$52K
|
–
|
–
|
–
|
|
|
47
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$46K
|
+$47.2K
|
+1,570
|
New
|
|
|
48
|
|
$39K
|
–
|
–
|
–
|
|
|
49
|
Pin Oak Investment Advisors
Houston,
Texas
|
$29K
|
–
|
–
|
–
|
|
|
50
|
Prospera Financial Services
Dallas,
Texas
|
$28K
|
+$28.8K
|
+958
|
New
|
|
