|
51
|
Leo Wealth LLC
Hurst,
Texas
|
$261K
|
+$261K
|
+4,951
|
New
|
|
|
52
|
Chesley Taft & Associates
Chicago,
Illinois
|
$222K
|
+$222K
|
+4,207
|
New
|
|
|
53
|
Simon Quick Advisors
Morristown,
New Jersey
|
$219K
|
–
|
–
|
–
|
|
|
54
|
Bay Colony Advisors
Concord,
Massachusetts
|
$209K
|
+$209K
|
+3,966
|
New
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$209K
|
-$35.8K
|
-678
|
-15%
|
|
|
56
|
Raymond James Financial
St Petersburg,
Florida
|
$208K
|
+$208K
|
+3,939
|
New
|
|
|
57
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$203K
|
+$5.6K
|
+106
|
+3%
|
|
|
58
|
Comerica Bank
Dallas,
Texas
|
$183K
|
+$1.53K
|
+29
|
+0.8%
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$169K
|
–
|
–
|
–
|
|
|
60
|
|
$145K
|
+$146K
|
+2,761
|
New
|
|
|
61
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$135K
|
+$135K
|
+2,563
|
New
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$128K
|
+$1.06K
|
+20
|
+0.8%
|
|
|
63
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$118K
|
+$158K
|
+3,000
|
New
|
|
|
64
|
Franklin Resources
San Mateo,
California
|
$116K
|
–
|
–
|
–
|
|
|
65
|
CoreCap Advisors
Southfield,
Michigan
|
$115K
|
-$5.17K
|
-98
|
-4%
|
|
|
66
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$105K
|
–
|
–
|
–
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$96K
|
–
|
–
|
–
|
|
|
68
|
Valor Advisors
Miami,
Florida
|
$90.4K
|
+$90.6K
|
+1,715
|
New
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78.9K
|
-$8.19K
|
-155
|
-9%
|
|
|
70
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$64K
|
+$1.9K
|
+36
|
+3%
|
|
|
71
|
SBI Securities
Tokyo,
Japan
|
$45.2K
|
+$11.5K
|
+218
|
+34%
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$44K
|
+$43.8K
|
+830
|
New
|
|
|
73
|
Barclays
London,
United Kingdom
|
$35.9K
|
–
|
–
|
–
|
|
|
74
|
Biltmore Family Office
Charlotte,
North Carolina
|
$19.6K
|
+$19.6K
|
+371
|
New
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$10.5K
|
–
|
–
|
–
|
|
