|
151
|
Sargent Investment Group
Bethesda,
Maryland
|
$404K
|
+$41.2K
|
+665
|
+11%
|
|
|
152
|
Wealthfront Advisers
Palo Alto,
California
|
$384K
|
-$77.4K
|
-1,249
|
-16%
|
|
|
153
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$376K
|
-$1.06M
|
-17,084
|
-73%
|
|
|
154
|
Zurich Insurance Group
Zurich,
Switzerland
|
$372K
|
+$420K
|
+6,785
|
New
|
|
|
155
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$341K
|
–
|
–
|
–
|
|
|
156
|
Institute for Wealth Management
Denver,
Colorado
|
$339K
|
–
|
–
|
–
|
|
|
157
|
Avantax Advisory Services
Dallas,
Texas
|
$331K
|
+$119K
|
+1,917
|
+51%
|
|
|
158
|
Advisory Services Network
Atlanta,
Georgia
|
$324K
|
+$344K
|
+5,556
|
New
|
|
|
159
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$323K
|
-$2.48K
|
-40
|
-0.7%
|
|
|
160
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$315K
|
–
|
–
|
–
|
|
|
161
|
Atomi Financial Group
New York
|
$306K
|
+$325K
|
+5,249
|
New
|
|
|
162
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$304K
|
-$3.16K
|
-51
|
-1%
|
|
|
163
|
Insigneo Advisory Services
Miami,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
164
|
Main Management
San Francisco,
California
|
$291K
|
–
|
–
|
–
|
|
|
165
|
Atria Wealth Solutions
New York
|
$283K
|
+$95.6K
|
+1,543
|
+47%
|
|
|
166
|
Oxbow Advisors
Austin,
Texas
|
$271K
|
–
|
–
|
–
|
|
|
167
|
Bank of New York Mellon
New York
|
$269K
|
-$1.8K
|
-29
|
-0.6%
|
|
|
168
|
KCS Wealth Advisory
Los Angeles,
California
|
$265K
|
-$242K
|
-3,902
|
-46%
|
|
|
169
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$259K
|
-$10.3M
|
-166,184
|
-97%
|
|
|
170
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$256K
|
+$272K
|
+4,388
|
New
|
|
|
171
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$251K
|
+$7K
|
+113
|
+3%
|
|
|
172
|
Cutler Group
San Francisco,
California
|
$241K
|
-$185K
|
-2,988
|
-42%
|
|
|
173
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$239K
|
-$5.89K
|
-95
|
-2%
|
|
|
174
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$236K
|
-$338K
|
-5,450
|
-57%
|
|
|
175
|
OneAscent Financial Services
Birmingham,
Alabama
|
$231K
|
+$246K
|
+3,974
|
New
|
|
