|
51
|
IEQ Capital
Foster City,
California
|
$254K
|
+$17.4K
|
+105
|
+7%
|
|
|
52
|
Kaizen Financial Strategies
Campbell,
California
|
$248K
|
–
|
–
|
–
|
|
|
53
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
54
|
1248 Management
Kansas City,
Missouri
|
$236K
|
+$16.6K
|
+100
|
+8%
|
|
|
55
|
|
$229K
|
+$225K
|
+1,359
|
New
|
|
|
56
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$213K
|
–
|
–
|
–
|
|
|
57
|
J.W. Cole Advisors
Tampa,
Florida
|
$210K
|
+$14.4K
|
+87
|
+8%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$205K
|
+$14.1K
|
+85
|
+7%
|
|
|
59
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$200K
|
+$4.98K
|
+30
|
+3%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$172K
|
+$103K
|
+621
|
+154%
|
|
|
61
|
Pioneer Family Office
North Miami Beach,
Florida
|
$145K
|
+$143K
|
+859
|
New
|
|
|
62
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$135K
|
–
|
–
|
–
|
|
|
63
|
Bogart Wealth LLC
Mclean,
Virginia
|
$135K
|
+$16.6K
|
+100
|
+14%
|
|
|
64
|
SignatureFD
Atlanta,
Georgia
|
$133K
|
+$1.33K
|
+8
|
+1%
|
|
|
65
|
MAI Capital Management
Independence,
Ohio
|
$101K
|
–
|
–
|
–
|
|
|
66
|
UBS Group
Zurich,
Switzerland
|
$95.9K
|
-$155K
|
-937
|
-62%
|
|
|
67
|
Silicon Valley Capital Partners
San Jose,
California
|
$90K
|
+$6.14K
|
+37
|
+7%
|
|
|
68
|
Morse Asset Management
Darien,
Connecticut
|
$65.3K
|
+$10.1K
|
+61
|
+19%
|
|
|
69
|
Covestor
London,
United Kingdom
|
$65K
|
-$35.5K
|
-214
|
-36%
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42.1K
|
–
|
–
|
–
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
–
|
–
|
–
|
|
|
72
|
Root Financial Partners
Encinitas,
California
|
$15.4K
|
+$995
|
+6
|
+7%
|
|
|
73
|
Ankerstar Wealth
Leander,
Texas
|
$5.39K
|
+$5.31K
|
+32
|
New
|
|
|
74
|
Activest Wealth Management
Aventure,
Florida
|
$3.37K
|
–
|
–
|
–
|
|
|
75
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3.03K
|
–
|
–
|
–
|
|
