|
51
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
52
|
1900 Wealth Management
San Antonio,
Texas
|
$1.05M
|
-$335K
|
-2,517
|
-25%
|
|
|
53
|
Miracle Mile Advisors
Los Angeles,
California
|
$1.01M
|
-$216K
|
-1,625
|
-18%
|
|
|
54
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1M
|
–
|
–
|
–
|
|
|
55
|
Petix & Botte Financial
La Mesa,
California
|
$1M
|
+$954K
|
+7,164
|
New
|
|
|
56
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$943K
|
-$3.6M
|
-27,017
|
-80%
|
|
|
57
|
SVB Wealth
Boston,
Massachusetts
|
$935K
|
–
|
–
|
–
|
|
|
58
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$913K
|
+$869K
|
+6,529
|
New
|
|
|
59
|
FourThought Financial Partners
Venice,
Florida
|
$886K
|
-$12K
|
-90
|
-1%
|
|
|
60
|
Roundview Capital
Princeton,
New Jersey
|
$864K
|
–
|
–
|
–
|
|
|
61
|
Freedom Investment Management
Hartford,
Connecticut
|
$852K
|
-$11.6K
|
-87
|
-1%
|
|
|
62
|
Bremer Bank National Association
St Paul,
Minnesota
|
$784K
|
–
|
–
|
–
|
|
|
63
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$741K
|
-$1.18M
|
-8,847
|
-63%
|
|
|
64
|
SageView Advisory Group
Newport Beach,
California
|
$732K
|
+$1.26M
|
+9,473
|
New
|
|
|
65
|
Osaic Holdings
Scottsdale,
Arizona
|
$713K
|
-$212K
|
-1,590
|
-24%
|
|
|
66
|
McLean Asset Management
Tysons,
Virginia
|
$676K
|
+$34.5K
|
+259
|
+6%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$674K
|
+$92.8K
|
+697
|
+17%
|
|
|
68
|
Corient Private Wealth
Miami,
Florida
|
$653K
|
-$367K
|
-2,757
|
-37%
|
|
|
69
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$639K
|
-$80.7K
|
-606
|
-12%
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$622K
|
+$1.33K
|
+10
|
+0.2%
|
|
|
71
|
Oppenheimer & Co
New York
|
$618K
|
+$12.6K
|
+95
|
+2%
|
|
|
72
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$593K
|
+$242K
|
+1,816
|
+75%
|
|
|
73
|
Atria Wealth Solutions
New York
|
$579K
|
-$176K
|
-1,325
|
-24%
|
|
|
74
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$557K
|
+$40.7K
|
+306
|
+8%
|
|
|
75
|
Vawter Financial
Columbus,
Ohio
|
$552K
|
–
|
–
|
–
|
|
