|
51
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.52M
|
+$498K
|
+11,867
|
+26%
|
|
|
52
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$2.38M
|
+$2.28M
|
+54,420
|
New
|
|
|
53
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.31M
|
+$1.05M
|
+25,107
|
+90%
|
|
|
54
|
Stelac Advisory Services
New York
|
$2.29M
|
+$1.45M
|
+34,531
|
+193%
|
|
|
55
|
KWMG LLC
Overland Park,
Kansas
|
$2.22M
|
+$2.13M
|
+50,783
|
New
|
|
|
56
|
SVB Investment Services
Salt Lake City,
Utah
|
$2.05M
|
+$113K
|
+2,693
|
+6%
|
|
|
57
|
Naples Global Advisors
Naples,
Florida
|
$2.05M
|
+$269K
|
+6,413
|
+16%
|
|
|
58
|
Curi RMB Capital
Chicago,
Illinois
|
$2.02M
|
+$541K
|
+12,898
|
+39%
|
|
|
59
|
Prudential plc
London, England,
United Kingdom
|
$1.93M
|
–
|
–
|
–
|
|
|
60
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.89M
|
-$71.8K
|
-1,711
|
-4%
|
|
|
61
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.83M
|
+$1.75M
|
+41,783
|
New
|
|
|
62
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1.78M
|
+$1.71M
|
+40,785
|
New
|
|
|
63
|
Lido Advisors
Los Angeles,
California
|
$1.74M
|
-$14K
|
-333
|
-0.8%
|
|
|
64
|
M&T Bank
Buffalo,
New York
|
$1.73M
|
+$1.25M
|
+29,750
|
+303%
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$1.72M
|
+$484K
|
+11,541
|
+42%
|
|
|
66
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.64M
|
+$76.8K
|
+1,831
|
+5%
|
|
|
67
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1.54M
|
+$18.6K
|
+444
|
+1%
|
|
|
68
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.53M
|
+$42.8K
|
+1,021
|
+3%
|
|
|
69
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.39M
|
+$1.29M
|
+30,707
|
+2,784%
|
|
|
70
|
Rockefeller Capital Management
New York
|
$1.37M
|
-$17K
|
-405
|
-1%
|
|
|
71
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.33M
|
-$9.6K
|
-229
|
-0.7%
|
|
|
72
|
Regis Management Company
Menlo Park,
California
|
$1.32M
|
-$6.88K
|
-164
|
-0.5%
|
|
|
73
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$1.31M
|
-$21.2M
|
-504,497
|
-94%
|
|
|
74
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.26M
|
–
|
–
|
–
|
|
|
75
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$1.06M
|
+$1.01M
|
+24,155
|
New
|
|
