|
51
|
Avitas Wealth Management
Los Angeles,
California
|
$310K
|
-$2.64K
|
-51
|
-0.8%
|
|
|
52
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$294K
|
–
|
–
|
–
|
|
|
53
|
Vontobel Holding
Zurich,
Switzerland
|
$288K
|
+$194K
|
+3,750
|
+167%
|
|
|
54
|
Bessemer Group
Woodbridge,
New Jersey
|
$270K
|
–
|
–
|
–
|
|
|
55
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$257K
|
+$278K
|
+5,370
|
New
|
|
|
56
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$242K
|
-$20.5K
|
-396
|
-7%
|
|
|
57
|
Personal CFO Solutions
Chester,
New Jersey
|
$230K
|
-$21.1K
|
-408
|
-8%
|
|
|
58
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$228K
|
+$13.2K
|
+255
|
+6%
|
|
|
59
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$212K
|
+$229K
|
+4,416
|
New
|
|
|
60
|
Clear Creek Financial Management
Silverdale,
Washington
|
$202K
|
-$27.5K
|
-531
|
-11%
|
|
|
61
|
Security National Trust
Wheeling,
West Virginia
|
$165K
|
–
|
–
|
–
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$163K
|
-$21.4K
|
-414
|
-11%
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$154K
|
+$61.7K
|
+1,191
|
+59%
|
|
|
64
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$124K
|
–
|
–
|
–
|
|
|
65
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$106K
|
+$14.4K
|
+279
|
+14%
|
|
|
66
|
Selective Wealth Management
Forest,
Virginia
|
$99K
|
+$14K
|
+270
|
+15%
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$98.5K
|
–
|
–
|
–
|
|
|
68
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$98K
|
-$368K
|
-7,113
|
-78%
|
|
|
69
|
|
$85K
|
-$197K
|
-3,810
|
-68%
|
|
|
70
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$84K
|
–
|
–
|
–
|
|
|
71
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$70K
|
–
|
–
|
–
|
|
|
72
|
Barclays
London,
United Kingdom
|
$49K
|
+$53K
|
+1,023
|
New
|
|
|
73
|
Accel Wealth Management
Waverly,
Iowa
|
$46K
|
–
|
–
|
–
|
|
|
74
|
Global Retirement Partners
San Rafael,
California
|
$36K
|
–
|
–
|
–
|
|
|
75
|
Addison Advisors
Middlebury,
Vermont
|
$33K
|
–
|
–
|
–
|
|
