|
101
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.9M
|
+$447K
|
+4,938
|
+5%
|
|
|
102
|
Cetera Advisor Networks
El Segundo,
California
|
$8.79M
|
+$6.97M
|
+76,938
|
+416%
|
|
|
103
|
Truist Financial
Charlotte,
North Carolina
|
$8.51M
|
-$7.75M
|
-85,557
|
-48%
|
|
|
104
|
Tidal Investments
Milwaukee,
Wisconsin
|
$8.4M
|
+$791K
|
+8,730
|
+11%
|
|
|
105
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$7.97M
|
–
|
–
|
–
|
|
|
106
|
Newton One Investments
Newark,
Delaware
|
$7.6M
|
-$196K
|
-2,165
|
-3%
|
|
|
107
|
University of Chicago
Chicago,
Illinois
|
$7.48M
|
–
|
–
|
–
|
|
|
108
|
Orcam Financial Group
Encinitas,
California
|
$7.47M
|
+$79.3K
|
+876
|
+1%
|
|
|
109
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.45M
|
-$69.8K
|
-771
|
-0.9%
|
|
|
110
|
Frisch Financial Group
Melville,
New York
|
$7.28M
|
+$919K
|
+10,145
|
+15%
|
|
|
111
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.14M
|
-$51.8K
|
-572
|
-0.7%
|
|
|
112
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$7.11M
|
+$58.5K
|
+646
|
+0.8%
|
|
|
113
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$7.09M
|
+$6.97M
|
+77,000
|
New
|
|
|
114
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$7M
|
-$90.5K
|
-999
|
-1%
|
|
|
115
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$6.98M
|
–
|
–
|
–
|
|
|
116
|
Aspen Grove Capital
Avon,
Colorado
|
$6.97M
|
+$2.35M
|
+25,917
|
+52%
|
|
|
117
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$6.95M
|
+$1.54M
|
+16,978
|
+29%
|
|
|
118
|
Seven Post Investment Office
San Francisco,
California
|
$6.78M
|
+$6.07K
|
+67
|
+0.1%
|
|
|
119
|
SignatureFD
Atlanta,
Georgia
|
$6.65M
|
+$1.1M
|
+12,142
|
+20%
|
|
|
120
|
Stifel Financial
St. Louis,
Missouri
|
$6.64M
|
-$1.2M
|
-13,291
|
-16%
|
|
|
121
|
Rathbones Group
Liverpool,
United Kingdom
|
$6.59M
|
-$85.6K
|
-945
|
-1%
|
|
|
122
|
Rain Capital Management
Lake Oswego,
Oregon
|
$6.44M
|
+$6.27M
|
+69,281
|
+10,741%
|
|
|
123
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.16M
|
-$29.9M
|
-329,823
|
-83%
|
|
|
124
|
|
$6.07M
|
-$11.6M
|
-128,592
|
-66%
|
|
|
125
|
Mercer Global Advisors
Denver,
Colorado
|
$5.94M
|
-$1.31M
|
-14,506
|
-18%
|
|
