|
101
|
Trek Financial
Scottsdale,
Arizona
|
$339K
|
-$343K
|
-12,944
|
-50%
|
|
|
102
|
Arax Advisory Partners
Denver,
Colorado
|
$316K
|
-$2.6M
|
-98,055
|
-89%
|
|
|
103
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$312K
|
+$315K
|
+11,918
|
New
|
|
|
104
|
Osaic Holdings
Scottsdale,
Arizona
|
$310K
|
-$682K
|
-25,760
|
-69%
|
|
|
105
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$307K
|
–
|
–
|
–
|
|
|
106
|
IHT Wealth Management
Chicago,
Illinois
|
$306K
|
+$309K
|
+11,679
|
New
|
|
|
107
|
Caprock Group
Boise,
Idaho
|
$301K
|
+$305K
|
+11,507
|
New
|
|
|
108
|
Corient Private Wealth
Miami,
Florida
|
$290K
|
+$2.67K
|
+101
|
+0.9%
|
|
|
109
|
Gould Asset Management
Claremont,
California
|
$289K
|
–
|
–
|
–
|
|
|
110
|
Banco Santander
Madrid,
Spain
|
$284K
|
-$3.86K
|
-146
|
-1%
|
|
|
111
|
Parallax Volatility Advisers
San Francisco,
California
|
$271K
|
+$273K
|
+10,333
|
New
|
|
|
112
|
Patten Group
Chattanooga,
Tennessee
|
$262K
|
+$24.9K
|
+941
|
+10%
|
|
|
113
|
JGP Wealth Management
Bend,
Oregon
|
$258K
|
+$261K
|
+9,868
|
New
|
|
|
114
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$254K
|
–
|
–
|
–
|
|
|
115
|
Rockefeller Capital Management
New York
|
$240K
|
+$51.4K
|
+1,941
|
+27%
|
|
|
116
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$233K
|
-$332K
|
-12,549
|
-58%
|
|
|
117
|
Scotia Capital
Toronto,
Ontario, Canada
|
$231K
|
-$5.11K
|
-193
|
-2%
|
|
|
118
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$225K
|
–
|
–
|
–
|
|
|
119
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$223K
|
–
|
–
|
–
|
|
|
120
|
Viewpoint Capital Management
Seattle,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
121
|
Modera Wealth Management
Westwood,
New Jersey
|
$222K
|
+$2.7K
|
+102
|
+1%
|
|
|
122
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$211K
|
-$12K
|
-455
|
-5%
|
|
|
123
|
Tiemann Investment Advisors
Menlo Park,
California
|
$210K
|
–
|
–
|
–
|
|
|
124
|
Lunt Capital Management
Holladay,
Utah
|
$205K
|
+$4.5K
|
+170
|
+2%
|
|
|
125
|
Kestra Advisory Services
Austin,
Texas
|
$201K
|
+$203K
|
+7,672
|
New
|
|
