|
51
|
Global Endowment Management
Charlotte,
North Carolina
|
$522K
|
+$503K
|
+16,000
|
New
|
|
|
52
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$480K
|
+$219K
|
+6,971
|
+90%
|
|
|
53
|
Joel Isaacson & Co
New York
|
$477K
|
+$98.7K
|
+3,140
|
+27%
|
|
|
54
|
Smith, Moore & Co
Clayton,
Missouri
|
$423K
|
+$8.87K
|
+282
|
+2%
|
|
|
55
|
KFG Wealth Management
Granger,
Indiana
|
$416K
|
+$86.7K
|
+2,756
|
+28%
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$367K
|
-$134K
|
-4,259
|
-27%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$355K
|
-$9.43K
|
-300
|
-3%
|
|
|
58
|
Evoke Wealth
Los Angeles,
California
|
$336K
|
+$323K
|
+10,282
|
New
|
|
|
59
|
Hollow Brook Wealth Management
Katonah,
New York
|
$327K
|
+$315K
|
+10,021
|
New
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$324K
|
+$1.76K
|
+56
|
+0.6%
|
|
|
61
|
Osaic Holdings
Scottsdale,
Arizona
|
$321K
|
+$212K
|
+6,734
|
+217%
|
|
|
62
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$291K
|
+$281K
|
+8,940
|
New
|
|
|
63
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$283K
|
+$68.3K
|
+2,171
|
+33%
|
|
|
64
|
Breakwater Capital Group
Paramus,
New Jersey
|
$282K
|
+$55.8K
|
+1,776
|
+26%
|
|
|
65
|
Aspiriant LLC
Los Angeles,
California
|
$271K
|
–
|
–
|
–
|
|
|
66
|
Avalon Capital Management
Port Of Redwood City,
California
|
$264K
|
+$15.7K
|
+500
|
+7%
|
|
|
67
|
Focus Financial Network
Minneapolis,
Minnesota
|
$252K
|
+$242K
|
+7,700
|
New
|
|
|
68
|
Private Advisor Group
Morristown,
New Jersey
|
$244K
|
+$236K
|
+7,490
|
New
|
|
|
69
|
Archvest Wealth Advisors
Concord,
California
|
$150K
|
+$145K
|
+4,609
|
New
|
|
|
70
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$104K
|
+$101K
|
+3,200
|
New
|
|
|
71
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$91K
|
+$3.27K
|
+104
|
+4%
|
|
|
72
|
Principal Securities
Des Moines,
Iowa
|
$65.8K
|
+$16.7K
|
+530
|
+36%
|
|
|
73
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.5K
|
+$35.2K
|
+1,120
|
New
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$32.6K
|
+$31.4K
|
+1,000
|
New
|
|
|
75
|
UBS Group
Zurich,
Switzerland
|
$20.5K
|
+$19.7K
|
+628
|
New
|
|
