|
101
|
CIBC World Market
Toronto,
Ontario, Canada
|
$1.29M
|
-$361K
|
-3,690
|
-22%
|
|
|
102
|
Atria Investments
Charlotte,
North Carolina
|
$1.28M
|
+$1.23M
|
+12,573
|
New
|
|
|
103
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.25M
|
-$872K
|
-8,919
|
-42%
|
|
|
104
|
Truist Financial
Charlotte,
North Carolina
|
$1.25M
|
+$139K
|
+1,425
|
+13%
|
|
|
105
|
Creative Planning
Overland Park,
Kansas
|
$1.2M
|
+$149K
|
+1,521
|
+15%
|
|
|
106
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.18M
|
+$2.05K
|
+21
|
+0.2%
|
|
|
107
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$1.18M
|
-$117K
|
-1,200
|
-9%
|
|
|
108
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.16M
|
–
|
–
|
–
|
|
|
109
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.16M
|
-$88.5K
|
-906
|
-7%
|
|
|
110
|
Retirement Capital Strategies
San Jose,
California
|
$1.15M
|
-$4M
|
-40,899
|
-78%
|
|
|
111
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$1.14M
|
-$26.4K
|
-270
|
-2%
|
|
|
112
|
Ironwood Financial
Tucson,
Arizona
|
$1.12M
|
-$47.5K
|
-486
|
-4%
|
|
|
113
|
Concentrum Wealth Management
San Jose,
California
|
$1.11M
|
+$2.93K
|
+30
|
+0.3%
|
|
|
114
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.09M
|
-$266K
|
-2,721
|
-20%
|
|
|
115
|
Genesee Capital Advisors
Auburn,
New York
|
$1.09M
|
+$28.1K
|
+288
|
+3%
|
|
|
116
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1.08M
|
+$136K
|
+1,392
|
+15%
|
|
|
117
|
SVB Wealth
Boston,
Massachusetts
|
$1.07M
|
+$21.1K
|
+216
|
+2%
|
|
|
118
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.05M
|
+$1.02M
|
+10,395
|
New
|
|
|
119
|
Trexquant Investment
Stamford,
Connecticut
|
$1.04M
|
+$354K
|
+3,618
|
+54%
|
|
|
120
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$1.03M
|
+$176K
|
+1,800
|
+22%
|
|
|
121
|
Cetera Advisor Networks
El Segundo,
California
|
$1.02M
|
+$417K
|
+4,263
|
+73%
|
|
|
122
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$1.02M
|
+$978K
|
+10,005
|
New
|
|
|
123
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1M
|
-$139K
|
-1,425
|
-13%
|
|
|
124
|
Advisornet Financial
Minnetonka,
Minnesota
|
$983K
|
+$30.8K
|
+315
|
+3%
|
|
|
125
|
SG Americas Securities
New York
|
$981K
|
–
|
–
|
–
|
|
