|
26
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$527K
|
+$142K
|
+3,984
|
+41%
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$473K
|
+$437K
|
+12,256
|
New
|
|
|
28
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$473K
|
+$437K
|
+12,256
|
New
|
|
|
29
|
InTrack Investment Management
South Burlington,
Vermont
|
$469K
|
-$181K
|
-5,071
|
-29%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$460K
|
+$425K
|
+11,926
|
New
|
|
|
31
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$412K
|
+$357
|
+10
|
+0.1%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$410K
|
+$29.5K
|
+828
|
+8%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$388K
|
+$359K
|
+10,068
|
New
|
|
|
34
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$380K
|
+$351K
|
+9,852
|
New
|
|
|
35
|
Equitable Holdings
New York
|
$314K
|
+$71.6K
|
+2,008
|
+33%
|
|
|
36
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$313K
|
-$37.1K
|
-1,041
|
-11%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$297K
|
+$275K
|
+7,703
|
New
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$280K
|
+$7.7K
|
+216
|
+3%
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$255K
|
+$236K
|
+6,615
|
New
|
|
|
40
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$251K
|
+$232K
|
+6,517
|
New
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$249K
|
+$4.99K
|
+140
|
+2%
|
|
|
42
|
GTS Securities
Miami,
Florida
|
$248K
|
-$152K
|
-4,273
|
-40%
|
|
|
43
|
Focus Partners Wealth
Boston,
Massachusetts
|
$247K
|
+$228K
|
+6,400
|
New
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
$246K
|
+$65.5K
|
+1,836
|
+40%
|
|
|
45
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$246K
|
+$227K
|
+6,374
|
New
|
|
|
46
|
Bramshill Investments
Naples,
Florida
|
$232K
|
+$214K
|
+6,000
|
New
|
|
|
47
|
NewEdge Advisors
New Orleans,
Louisiana
|
$215K
|
+$199K
|
+5,574
|
New
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$192K
|
+$4.56K
|
+128
|
+3%
|
|
|
49
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$94.6K
|
–
|
–
|
–
|
|
|
50
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$53.7K
|
+$49.6K
|
+1,391
|
New
|
|
