|
51
|
Family CFO
Los Altos,
California
|
$789K
|
+$813K
|
+25,397
|
New
|
|
|
52
|
|
$778K
|
+$802K
|
+25,042
|
New
|
|
|
53
|
Tucker Asset Management
Littleton,
Colorado
|
$743K
|
+$717K
|
+22,412
|
+1,500%
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$741K
|
+$11.1K
|
+346
|
+1%
|
|
|
55
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$706K
|
-$48.7K
|
-1,522
|
-6%
|
|
|
56
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$696K
|
-$124K
|
-3,889
|
-15%
|
|
|
57
|
Nomura Asset Management
Tokyo,
Japan
|
$695K
|
–
|
–
|
–
|
|
|
58
|
Kestra Advisory Services
Austin,
Texas
|
$645K
|
+$623K
|
+19,473
|
+1,541%
|
|
|
59
|
Beacon Pointe Advisors
Newport Beach,
California
|
$643K
|
-$7.78K
|
-243
|
-1%
|
|
|
60
|
|
$610K
|
+$70.4K
|
+2,198
|
+12%
|
|
|
61
|
Raymond James Financial
St Petersburg,
Florida
|
$607K
|
-$1.65M
|
-51,652
|
-73%
|
|
|
62
|
HeadInvest LLC
Portland,
Maine
|
$579K
|
+$597K
|
+18,645
|
New
|
|
|
63
|
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
|
$575K
|
-$40.4K
|
-1,262
|
-6%
|
|
|
64
|
Advisory Services Network
Atlanta,
Georgia
|
$551K
|
+$359K
|
+11,213
|
+172%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$544K
|
+$24.7K
|
+772
|
+5%
|
|
|
66
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$533K
|
+$265K
|
+8,290
|
+94%
|
|
|
67
|
CCG Wealth Management
San Diego,
California
|
$529K
|
+$545K
|
+17,033
|
New
|
|
|
68
|
Equitable Holdings
New York
|
$505K
|
-$51.2K
|
-1,601
|
-9%
|
|
|
69
|
Omega Financial Group
Santa Barbara,
California
|
$496K
|
-$4.22K
|
-132
|
-0.8%
|
|
|
70
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$487K
|
+$127K
|
+3,960
|
+34%
|
|
|
71
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$477K
|
+$492K
|
+15,356
|
New
|
|
|
72
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$444K
|
–
|
–
|
–
|
|
|
73
|
Patten Group
Chattanooga,
Tennessee
|
$443K
|
+$29K
|
+906
|
+7%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$430K
|
+$418K
|
+13,066
|
+1,721%
|
|
|
75
|
Purpose Unlimited Inc
Toronto,
|
$421K
|
+$434K
|
+13,558
|
New
|
|
