|
51
|
J.W. Cole Advisors
Tampa,
Florida
|
$315K
|
–
|
–
|
–
|
|
|
52
|
WealthOne
Albany,
New York
|
$312K
|
–
|
–
|
–
|
|
|
53
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$301K
|
-$348K
|
-8,365
|
-54%
|
|
|
54
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$296K
|
+$288K
|
+6,930
|
New
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$281K
|
-$13K
|
-312
|
-5%
|
|
|
56
|
|
$280K
|
+$273K
|
+6,568
|
New
|
|
|
57
|
Essex LLC
Deer Park,
Illinois
|
$276K
|
-$170K
|
-4,093
|
-39%
|
|
|
58
|
Western Wealth Management
Golden,
Colorado
|
$270K
|
-$22.1K
|
-530
|
-8%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$265K
|
+$53.7K
|
+1,290
|
+26%
|
|
|
60
|
Bank OZK
Little Rock,
Arkansas
|
$247K
|
-$415K
|
-9,982
|
-63%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$244K
|
-$1.21K
|
-29
|
-0.5%
|
|
|
62
|
CIC Wealth
Rockville,
Maryland
|
$236K
|
-$179K
|
-4,311
|
-44%
|
|
|
63
|
InterOcean Capital Group
Nashville,
Tennessee
|
$228K
|
-$20.6K
|
-494
|
-8%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$223K
|
+$14.6K
|
+350
|
+7%
|
|
|
65
|
Wealthfront Advisers
Palo Alto,
California
|
$218K
|
-$5.7K
|
-137
|
-3%
|
|
|
66
|
BNP Paribas Financial Markets
Paris,
France
|
$213K
|
+$208K
|
+4,995
|
+499,500%
|
|
|
67
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$206K
|
-$27.9K
|
-670
|
-12%
|
|
|
68
|
Avantax Advisory Services
Dallas,
Texas
|
$201K
|
-$90K
|
-2,163
|
-31%
|
|
|
69
|
Lyell Wealth Management
Menlo Park,
California
|
$201K
|
-$12.5K
|
-300
|
-6%
|
|
|
70
|
William Blair & Company
Chicago,
Illinois
|
$192K
|
-$416
|
-10
|
-0.2%
|
|
|
71
|
UBS Group
Zurich,
Switzerland
|
$178K
|
+$27.9K
|
+671
|
+19%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$147K
|
-$61K
|
-1,467
|
-30%
|
|
|
73
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$110K
|
-$67.6K
|
-1,625
|
-39%
|
|
|
74
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$109K
|
-$4.16K
|
-100
|
-4%
|
|
|
75
|
Wells Fargo
San Francisco,
California
|
$104K
|
-$9.32K
|
-224
|
-8%
|
|
