|
51
|
Kaizen Financial Strategies
Campbell,
California
|
$282K
|
-$15.1K
|
-100
|
-5%
|
|
|
52
|
V2 Financial group
Naperville,
Illinois
|
$281K
|
–
|
–
|
–
|
|
|
53
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$266K
|
–
|
–
|
–
|
|
|
54
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$252K
|
-$121K
|
-800
|
-33%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$249K
|
-$302
|
-2
|
-0.1%
|
|
|
56
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$235K
|
+$227K
|
+1,507
|
New
|
|
|
57
|
TrinityPoint Wealth
Milford,
Connecticut
|
$234K
|
-$23.7K
|
-157
|
-9%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$227K
|
–
|
–
|
–
|
|
|
59
|
Western Wealth Management
Golden,
Colorado
|
$216K
|
–
|
–
|
–
|
|
|
60
|
Xponance
Philadelphia,
Pennsylvania
|
$202K
|
+$195K
|
+1,292
|
New
|
|
|
61
|
Ramirez Asset Management
New York
|
$156K
|
–
|
–
|
–
|
|
|
62
|
Sandy Spring Bank
Olney,
Maryland
|
$121K
|
-$26.4K
|
-175
|
-18%
|
|
|
63
|
Cutler Group
San Francisco,
California
|
$109K
|
+$106K
|
+700
|
New
|
|
|
64
|
Salomon & Ludwin
Richmond,
Virginia
|
$90.3K
|
–
|
–
|
–
|
|
|
65
|
Tidemark
San Diego,
California
|
$85.5K
|
-$14.3K
|
-95
|
-15%
|
|
|
66
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$82.7K
|
+$79.9K
|
+530
|
New
|
|
|
67
|
Versant Capital Management
Phoenix,
Arizona
|
$78K
|
–
|
–
|
–
|
|
|
68
|
Canton Hathaway
Providence,
Rhode Island
|
$66K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$45.9K
|
-$23.5K
|
-156
|
-35%
|
|
|
70
|
Comerica Bank
Dallas,
Texas
|
$42.7K
|
–
|
–
|
–
|
|
|
71
|
Spire Wealth Management
Mclean,
Virginia
|
$39.7K
|
–
|
–
|
–
|
|
|
72
|
Whittier Trust
South Pasadena,
California
|
$32.8K
|
–
|
–
|
–
|
|
|
73
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29.8K
|
–
|
–
|
–
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29.5K
|
–
|
–
|
–
|
|
|
75
|
FAS Wealth Partners
Leawood,
Kansas
|
$27.6K
|
-$2.41K
|
-16
|
-8%
|
|
