|
51
|
Compass Wealth Management
Guilford,
Connecticut
|
$302K
|
–
|
–
|
–
|
|
|
52
|
|
$296K
|
-$43.2K
|
-733
|
-13%
|
|
|
53
|
Tompkins Financial
Ithaca,
New York
|
$286K
|
–
|
–
|
–
|
|
|
54
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$286K
|
+$271K
|
+4,601
|
New
|
|
|
55
|
Mission Wealth Management
Santa Barbara,
California
|
$261K
|
–
|
–
|
–
|
|
|
56
|
Mercer Global Advisors
Denver,
Colorado
|
$251K
|
–
|
–
|
–
|
|
|
57
|
Essex Financial Services
Essex,
Connecticut
|
$249K
|
–
|
–
|
–
|
|
|
58
|
Oppenheimer & Co
New York
|
$248K
|
+$235K
|
+3,993
|
New
|
|
|
59
|
Dymon Asia Capital (Singapore)
Singapore
|
$246K
|
–
|
–
|
–
|
|
|
60
|
BCS Wealth Management
Johnson City,
Tennessee
|
$241K
|
+$228K
|
+3,866
|
New
|
|
|
61
|
Prospera Financial Services
Dallas,
Texas
|
$225K
|
–
|
–
|
–
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$225K
|
–
|
–
|
–
|
|
|
63
|
Regions Financial Corp
Birmingham,
Alabama
|
$225K
|
–
|
–
|
–
|
|
|
64
|
Grimes & Company
Westborough,
Massachusetts
|
$224K
|
–
|
–
|
–
|
|
|
65
|
Torrey Growth & Income Advisors
Del Mar,
California
|
$224K
|
+$212K
|
+3,600
|
New
|
|
|
66
|
Sequoia Financial Advisors
Akron,
Ohio
|
$222K
|
+$210K
|
+3,564
|
New
|
|
|
67
|
Osaic Holdings
Scottsdale,
Arizona
|
$220K
|
-$11.1K
|
-188
|
-5%
|
|
|
68
|
Robinswood Financial
Kirkland,
Washington
|
$215K
|
–
|
–
|
–
|
|
|
69
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$214K
|
–
|
–
|
–
|
|
|
70
|
Snowden Capital Advisors
New York
|
$213K
|
+$202K
|
+3,421
|
New
|
|
|
71
|
Bessemer Group
Woodbridge,
New Jersey
|
$212K
|
-$26.6K
|
-452
|
-12%
|
|
|
72
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$211K
|
+$200K
|
+3,392
|
New
|
|
|
73
|
Evoke Wealth
Los Angeles,
California
|
$207K
|
+$196K
|
+3,322
|
New
|
|
|
74
|
Evercore Wealth Management
New York
|
$206K
|
+$195K
|
+3,313
|
New
|
|
|
75
|
Harbour Investments
Madison,
Wisconsin
|
$169K
|
-$23.6K
|
-400
|
-13%
|
|
