|
51
|
Ballentine Partners
Waltham,
Massachusetts
|
$715K
|
–
|
–
|
–
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$683K
|
-$179K
|
-5,319
|
-21%
|
|
|
53
|
Colorado Capital Management
Boulder,
Colorado
|
$655K
|
-$16.3K
|
-482
|
-2%
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$635K
|
–
|
–
|
–
|
|
|
55
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$622K
|
-$12.6K
|
-372
|
-2%
|
|
|
56
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$588K
|
+$234K
|
+6,939
|
+67%
|
|
|
57
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$584K
|
-$1.19M
|
-35,134
|
-67%
|
|
|
58
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$536K
|
-$4.52K
|
-134
|
-0.7%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$519K
|
+$146K
|
+4,333
|
+40%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$515K
|
-$150K
|
-4,434
|
-23%
|
|
|
61
|
Upper Left Wealth Management
Tampa,
Florida
|
$511K
|
+$102K
|
+3,015
|
+26%
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$485K
|
–
|
–
|
–
|
|
|
63
|
Mercer Global Advisors
Denver,
Colorado
|
$462K
|
+$34
|
+1
|
+0%
|
|
|
64
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$456K
|
-$2.36K
|
-70
|
-0.5%
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$452K
|
-$281K
|
-8,339
|
-38%
|
|
|
66
|
Spire Wealth Management
Mclean,
Virginia
|
$424K
|
-$1.15K
|
-34
|
-0.3%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$415K
|
-$10.6K
|
-314
|
-3%
|
|
|
68
|
|
$384K
|
+$202
|
+6
|
+0.1%
|
|
|
69
|
Old Port Advisors
Portland,
Maine
|
$383K
|
-$5.43K
|
-161
|
-1%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$369K
|
-$65.4K
|
-1,937
|
-15%
|
|
|
71
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$355K
|
+$19.1K
|
+566
|
+6%
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$351K
|
-$4.62K
|
-137
|
-1%
|
|
|
73
|
HB Wealth Management
Atlanta,
Georgia
|
$342K
|
+$38.8K
|
+1,150
|
+13%
|
|
|
74
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$324K
|
–
|
–
|
–
|
|
|
75
|
Personal Capital Advisors
Redwood City,
California
|
$320K
|
-$4.79K
|
-142
|
-1%
|
|
