|
101
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$174K
|
-$22.6K
|
-1,268
|
-10%
|
|
|
102
|
Kore Private Wealth
New York
|
$174K
|
–
|
–
|
–
|
|
|
103
|
Level Four Advisory Services
Dallas,
Texas
|
$174K
|
+$202K
|
+11,335
|
New
|
|
|
104
|
Bank of America
Charlotte,
North Carolina
|
$171K
|
-$271K
|
-15,209
|
-58%
|
|
|
105
|
Merit Financial Group
Alpharetta,
Georgia
|
$170K
|
+$197K
|
+11,061
|
New
|
|
|
106
|
Personal CFO Solutions
Chester,
New Jersey
|
$165K
|
-$53.4K
|
-3,000
|
-22%
|
|
|
107
|
Vontobel Holding
Zurich,
Switzerland
|
$163K
|
–
|
–
|
–
|
|
|
108
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$157K
|
-$4.83K
|
-271
|
-3%
|
|
|
109
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$149K
|
-$362K
|
-20,333
|
-68%
|
|
|
110
|
Clearstead Trust
Portland,
Maine
|
$136K
|
+$158K
|
+8,864
|
New
|
|
|
111
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$134K
|
+$65K
|
+3,649
|
+72%
|
|
|
112
|
Oxler Private Wealth
Rye Brook,
New York
|
$133K
|
-$85.5K
|
-4,801
|
-56%
|
|
|
113
|
Advisornet Financial
Minnetonka,
Minnesota
|
$131K
|
+$51.7K
|
+2,906
|
+52%
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$127K
|
+$21.3K
|
+1,199
|
+19%
|
|
|
115
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$125K
|
-$6.78K
|
-381
|
-5%
|
|
|
116
|
Main Management
San Francisco,
California
|
$117K
|
+$8.9K
|
+500
|
+7%
|
|
|
117
|
Centaurus Financial
Anaheim,
California
|
$112K
|
+$8.72K
|
+490
|
+7%
|
|
|
118
|
Rockefeller Capital Management
New York
|
$98K
|
+$2.72K
|
+153
|
+2%
|
|
|
119
|
Barclays
London,
United Kingdom
|
$89K
|
+$64.3K
|
+3,612
|
+169%
|
|
|
120
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$83K
|
+$20.5K
|
+1,150
|
+27%
|
|
|
121
|
Financial Perspectives
Minneapolis,
Minnesota
|
$78.4K
|
–
|
–
|
–
|
|
|
122
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$67.3K
|
–
|
–
|
–
|
|
|
123
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$54K
|
–
|
–
|
–
|
|
|
124
|
Glassman Wealth Services
Vienna,
Virginia
|
$50K
|
–
|
–
|
–
|
|
|
125
|
Realta Investment Advisors
Wilmington,
Delaware
|
$49K
|
+$57K
|
+3,201
|
New
|
|
