|
201
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$248K
|
+$248K
|
+8,900
|
New
|
|
|
202
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$244K
|
–
|
–
|
–
|
|
|
203
|
Perigon Wealth Management
San Francisco,
California
|
$241K
|
–
|
–
|
–
|
|
|
204
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$223K
|
+$223K
|
+8,000
|
New
|
|
|
205
|
Focused Wealth Management
Newburgh,
New York
|
$218K
|
-$15.9K
|
-571
|
-7%
|
|
|
206
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$217K
|
–
|
–
|
–
|
|
|
207
|
West Branch Capital
Amherst,
Massachusetts
|
$210K
|
-$44.7K
|
-1,600
|
-18%
|
|
|
208
|
Moors & Cabot
Boston,
Massachusetts
|
$204K
|
–
|
–
|
–
|
|
|
209
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$200K
|
-$301K
|
-10,788
|
-60%
|
|
|
210
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$192K
|
-$1.32M
|
-47,384
|
-87%
|
|
|
211
|
Wolff Wiese Magana
Carslbad,
California
|
$163K
|
+$12.1K
|
+434
|
+8%
|
|
|
212
|
Aspire Private Capital
Cornelius,
North Carolina
|
$153K
|
-$101K
|
-3,635
|
-40%
|
|
|
213
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$121K
|
-$44.8K
|
-1,605
|
-27%
|
|
|
214
|
Destiny Wealth Partners
Tavares,
Florida
|
$107K
|
+$107K
|
+3,846
|
New
|
|
|
215
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$78K
|
+$78.2K
|
+2,800
|
New
|
|
|
216
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$75K
|
+$6.11K
|
+219
|
+9%
|
|
|
217
|
Belmont Capital
Los Angeles,
California
|
$58K
|
–
|
–
|
–
|
|
|
218
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$55K
|
+$55.1K
|
+1,974
|
New
|
|
|
219
|
Creative Financial Designs
Kokomo,
Indiana
|
$51K
|
+$8.37K
|
+300
|
+20%
|
|
|
220
|
WhitTier Trust Company
Reno,
Nevada
|
$47K
|
–
|
–
|
–
|
|
|
221
|
UBS Group
Zurich,
Switzerland
|
$46K
|
-$418K
|
-14,989
|
-90%
|
|
|
222
|
SVB Wealth
Boston,
Massachusetts
|
$41K
|
+$41.9K
|
+1,500
|
New
|
|
|
223
|
Whittier Trust
South Pasadena,
California
|
$35K
|
+$837
|
+30
|
+2%
|
|
|
224
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$35K
|
+$5.22K
|
+187
|
+17%
|
|
|
225
|
First Horizon Advisors
Memphis,
Tennessee
|
$31K
|
–
|
–
|
–
|
|
