|
51
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.78M
|
+$413K
|
+6,548
|
+18%
|
|
|
52
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$2.75M
|
+$236K
|
+3,736
|
+10%
|
|
|
53
|
Private Advisor Group
Morristown,
New Jersey
|
$2.67M
|
+$154K
|
+2,436
|
+6%
|
|
|
54
|
Gibson Capital
Wexford,
Pennsylvania
|
$2.6M
|
-$41.7K
|
-660
|
-2%
|
|
|
55
|
BigSur Wealth Management
Miami,
Florida
|
$2.56M
|
–
|
–
|
–
|
|
|
56
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2.5M
|
-$40.2K
|
-636
|
-2%
|
|
|
57
|
Snowden Capital Advisors
New York
|
$2.49M
|
-$32.7K
|
-518
|
-1%
|
|
|
58
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.45M
|
+$271K
|
+4,288
|
+13%
|
|
|
59
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.42M
|
–
|
–
|
–
|
|
|
60
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$2.3M
|
-$182K
|
-2,890
|
-7%
|
|
|
61
|
Parallel Advisors
San Francisco,
California
|
$2.13M
|
-$2.89M
|
-45,790
|
-58%
|
|
|
62
|
Cetera Advisor Networks
El Segundo,
California
|
$2.1M
|
+$263K
|
+4,168
|
+15%
|
|
|
63
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.08M
|
+$251K
|
+3,982
|
+14%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.07M
|
-$29.3K
|
-464
|
-1%
|
|
|
65
|
Financial Insights
Tacoma,
Washington
|
$2.05M
|
+$1.72M
|
+27,208
|
+568%
|
|
|
66
|
KeyBank National Association
Cleveland,
Ohio
|
$2.04M
|
+$12.8K
|
+202
|
+0.6%
|
|
|
67
|
Evercore Wealth Management
New York
|
$2.03M
|
–
|
–
|
–
|
|
|
68
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.99M
|
+$7.96K
|
+126
|
+0.4%
|
|
|
69
|
HeadInvest LLC
Portland,
Maine
|
$1.92M
|
-$5.05K
|
-80
|
-0.3%
|
|
|
70
|
DeDora Capital
Napa,
California
|
$1.9M
|
+$43.1K
|
+682
|
+2%
|
|
|
71
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.88M
|
-$170K
|
-2,696
|
-8%
|
|
|
72
|
Park Avenue Securities
New York
|
$1.88M
|
+$700K
|
+11,084
|
+61%
|
|
|
73
|
Trellis Advisors
Ellensburg,
Washington
|
$1.87M
|
+$265K
|
+4,194
|
+17%
|
|
|
74
|
Bailard
Foster City,
California
|
$1.87M
|
+$64.8K
|
+1,026
|
+4%
|
|
|
75
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.85M
|
+$253
|
+4
|
+0%
|
|
