|
51
|
Private Advisor Group
Morristown,
New Jersey
|
$2.73M
|
-$395K
|
-8,952
|
-13%
|
|
|
52
|
SVB Investment Services
Salt Lake City,
Utah
|
$2.71M
|
+$588K
|
+13,308
|
+28%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$2.7M
|
+$52.3K
|
+1,185
|
+2%
|
|
|
54
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.55M
|
-$45.8K
|
-1,038
|
-2%
|
|
|
55
|
KWMG LLC
Overland Park,
Kansas
|
$2.52M
|
+$222K
|
+5,016
|
+10%
|
|
|
56
|
Naples Global Advisors
Naples,
Florida
|
$2.5M
|
+$377K
|
+8,533
|
+18%
|
|
|
57
|
Prudential plc
London, England,
United Kingdom
|
$2.46M
|
+$466K
|
+10,540
|
+24%
|
|
|
58
|
|
$2.23M
|
+$2.18M
|
+49,424
|
New
|
|
|
59
|
Curi Wealth Management
Raleigh,
North Carolina
|
$2.2M
|
+$353K
|
+7,990
|
+20%
|
|
|
60
|
Barclays
London,
United Kingdom
|
$2.18M
|
+$2.14M
|
+48,409
|
New
|
|
|
61
|
Bailard
Foster City,
California
|
$2.07M
|
-$1.39M
|
-31,499
|
-41%
|
|
|
62
|
Wells Fargo
San Francisco,
California
|
$2.04M
|
+$265K
|
+5,997
|
+15%
|
|
|
63
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.92M
|
-$22.6K
|
-512
|
-1%
|
|
|
64
|
Lido Advisors
Los Angeles,
California
|
$1.82M
|
+$28.3K
|
+640
|
+2%
|
|
|
65
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.8M
|
+$1.76M
|
+39,871
|
New
|
|
|
66
|
Tacita Capital
Toronto,
Ontario, Canada
|
$1.78M
|
-$915K
|
-20,715
|
-34%
|
|
|
67
|
Spearhead Capital Advisors
Wellington,
Florida
|
$1.69M
|
–
|
–
|
–
|
|
|
68
|
SG Americas Securities
New York
|
$1.63M
|
+$1.6M
|
+36,208
|
New
|
|
|
69
|
Stelac Advisory Services
New York
|
$1.59M
|
-$757K
|
-17,149
|
-33%
|
|
|
70
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.5M
|
-$78.7K
|
-1,782
|
-5%
|
|
|
71
|
Elmwood Wealth Management
Berkeley,
California
|
$1.42M
|
+$1.39M
|
+31,556
|
New
|
|
|
72
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.41M
|
-$22.3K
|
-505
|
-2%
|
|
|
73
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.36M
|
-$12.8K
|
-290
|
-1%
|
|
|
74
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.3M
|
–
|
–
|
–
|
|
|
75
|
CX Institutional
Auburn,
Indiana
|
$1.09M
|
+$109K
|
+2,458
|
+11%
|
|
