|
51
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.23M
|
+$539K
|
+9,728
|
+20%
|
|
|
52
|
Private Wealth Advisors (California)
Fresno,
California
|
$3.18M
|
+$34K
|
+613
|
+1%
|
|
|
53
|
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
|
$3.03M
|
–
|
–
|
–
|
|
|
54
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$2.91M
|
+$348K
|
+6,277
|
+13%
|
|
|
55
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$2.66M
|
-$156K
|
-2,821
|
-5%
|
|
|
56
|
Fifth Lane Capital
Austin,
Texas
|
$2.63M
|
+$2.67M
|
+48,208
|
New
|
|
|
57
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$2.54M
|
-$65.7K
|
-1,186
|
-2%
|
|
|
58
|
|
$2.49M
|
+$2.3M
|
+41,448
|
New
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$311K
|
+5,619
|
+14%
|
|
|
60
|
Nauset Wealth Management
Westport,
Connecticut
|
$2.31M
|
+$2.35M
|
+42,419
|
New
|
|
|
61
|
Millennium Management
New York
|
$2.24M
|
+$145K
|
+2,608
|
+7%
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$2.19M
|
+$2.22M
|
+40,097
|
New
|
|
|
63
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
|
$2.18M
|
–
|
–
|
–
|
|
|
64
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$2.01M
|
–
|
–
|
–
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.98M
|
+$476K
|
+8,587
|
+31%
|
|
|
66
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.97M
|
-$430K
|
-7,760
|
-18%
|
|
|
67
|
Credit Suisse
Zurich,
Switzerland
|
$1.96M
|
+$259K
|
+4,681
|
+15%
|
|
|
68
|
Balyasny Asset Management
Chicago,
Illinois
|
$1.95M
|
-$3.21M
|
-58,011
|
-62%
|
|
|
69
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.93M
|
-$624K
|
-11,264
|
-24%
|
|
|
70
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$1.87M
|
+$1.9M
|
+34,200
|
New
|
|
|
71
|
Vicus Capital
State College,
Pennsylvania
|
$1.84M
|
+$1.83M
|
+32,946
|
New
|
|
|
72
|
Kestra Advisory Services
Austin,
Texas
|
$1.83M
|
-$6.52M
|
-117,719
|
-78%
|
|
|
73
|
Truepoint Inc
Cincinnati,
Ohio
|
$1.81M
|
+$70.5K
|
+1,272
|
+4%
|
|
|
74
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.8M
|
+$1.5M
|
+26,996
|
+448%
|
|
|
75
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.73M
|
+$75.8K
|
+1,367
|
+5%
|
|
