|
51
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$340K
|
-$40.2K
|
-591
|
-10%
|
|
|
52
|
Willow Creek Wealth Management
Sebastopol,
California
|
$311K
|
–
|
–
|
–
|
|
|
53
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$304K
|
-$154K
|
-2,264
|
-33%
|
|
|
54
|
3D/L Capital Management
Hartford,
Connecticut
|
$299K
|
-$7.9K
|
-116
|
-3%
|
|
|
55
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$299K
|
+$63.9K
|
+939
|
+27%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$297K
|
–
|
–
|
–
|
|
|
57
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$294K
|
+$4.76K
|
+70
|
+2%
|
|
|
58
|
Cooper Financial Group
Irvine,
California
|
$286K
|
-$91.4K
|
-1,343
|
-24%
|
|
|
59
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$258K
|
+$295K
|
+4,339
|
New
|
|
|
60
|
Welch & Forbes
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
61
|
Albion Financial Group
Salt Lake City,
Utah
|
$237K
|
–
|
–
|
–
|
|
|
62
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$224K
|
+$68
|
+1
|
+0%
|
|
|
63
|
Veritable
Wilmington,
Delaware
|
$214K
|
–
|
–
|
–
|
|
|
64
|
WhitTier Trust Company
Reno,
Nevada
|
$193K
|
–
|
–
|
–
|
|
|
65
|
Concord Wealth Partners
Abingdon,
Virginia
|
$186K
|
-$2.45K
|
-36
|
-1%
|
|
|
66
|
Washington Trust
Westerly,
Rhode Island
|
$174K
|
+$24.1K
|
+354
|
+16%
|
|
|
67
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$169K
|
-$9.39K
|
-138
|
-5%
|
|
|
68
|
Exane Derivatives
Paris,
France
|
$164K
|
–
|
–
|
–
|
|
|
69
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$144K
|
+$147K
|
+2,157
|
New
|
|
|
70
|
Next Financial Group
Houston,
Texas
|
$139K
|
–
|
–
|
–
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$103K
|
+$25.3K
|
+371
|
+32%
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$98K
|
+$99.7K
|
+1,465
|
New
|
|
|
73
|
Harbour Investments
Madison,
Wisconsin
|
$94K
|
-$30.4K
|
-446
|
-24%
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$90K
|
–
|
–
|
–
|
|
|
75
|
DB Wealth Management Group
San Diego,
California
|
$87K
|
–
|
–
|
–
|
|
