|
51
|
Curi Wealth Management
Raleigh,
North Carolina
|
$3.37M
|
+$237K
|
+5,033
|
+8%
|
|
|
52
|
SVB Investment Services
Salt Lake City,
Utah
|
$3.23M
|
+$96K
|
+2,042
|
+3%
|
|
|
53
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$3.14M
|
+$2.78M
|
+59,064
|
+846%
|
|
|
54
|
Prudential plc
London, England,
United Kingdom
|
$3.12M
|
-$57.8K
|
-1,230
|
-2%
|
|
|
55
|
KWMG LLC
Overland Park,
Kansas
|
$3.04M
|
+$108K
|
+2,299
|
+4%
|
|
|
56
|
Colony Group
Boston,
Massachusetts
|
$2.99M
|
-$130K
|
-2,765
|
-4%
|
|
|
57
|
Wealth Architects
Mountain View,
California
|
$2.63M
|
-$66K
|
-1,405
|
-2%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$1.64M
|
+34,954
|
+186%
|
|
|
59
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.51M
|
+$395K
|
+8,400
|
+19%
|
|
|
60
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.5M
|
+$322K
|
+6,854
|
+15%
|
|
|
61
|
Lido Advisors
Los Angeles,
California
|
$2.28M
|
+$28.5K
|
+607
|
+1%
|
|
|
62
|
Stelac Advisory Services
New York
|
$2.19M
|
+$237K
|
+5,039
|
+12%
|
|
|
63
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.19M
|
+$2.16M
|
+46,034
|
New
|
|
|
64
|
Bailard
Foster City,
California
|
$2.19M
|
–
|
–
|
–
|
|
|
65
|
Joseph Group Capital Management
Columbus,
Ohio
|
$2.19M
|
+$2.16M
|
+45,911
|
New
|
|
|
66
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$1.9M
|
+$351K
|
+7,475
|
+23%
|
|
|
67
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.83M
|
-$1.26M
|
-26,709
|
-41%
|
|
|
68
|
Venturi Wealth Management
Austin,
Texas
|
$1.73M
|
+$1.71M
|
+36,404
|
New
|
|
|
69
|
VanEck Associates
New York
|
$1.67M
|
+$680K
|
+14,475
|
+70%
|
|
|
70
|
Archford Capital Strategies
Swansea,
Illinois
|
$1.67M
|
+$157K
|
+3,349
|
+11%
|
|
|
71
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.63M
|
+$432K
|
+9,185
|
+34%
|
|
|
72
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.58M
|
+$376
|
+8
|
+0%
|
|
|
73
|
Elmwood Wealth Management
Berkeley,
California
|
$1.57M
|
+$1.55M
|
+32,945
|
New
|
|
|
74
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.48M
|
+$106K
|
+2,253
|
+8%
|
|
|
75
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.44M
|
+$1.42M
|
+30,222
|
New
|
|
