|
151
|
Sonata Capital Group
Seattle,
Washington
|
$211K
|
+$197K
|
+3,300
|
New
|
|
|
152
|
Creative Planning
Overland Park,
Kansas
|
$208K
|
+$194K
|
+3,239
|
New
|
|
|
153
|
Biltmore Family Office
Charlotte,
North Carolina
|
$198K
|
+$185K
|
+3,085
|
+28,045%
|
|
|
154
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$152K
|
+$38.3K
|
+640
|
+37%
|
|
|
155
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$134K
|
–
|
–
|
–
|
|
|
156
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$128K
|
+$120K
|
+2,000
|
New
|
|
|
157
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$96K
|
+$89.2K
|
+1,490
|
New
|
|
|
158
|
American Portfolios Advisors
Holbrook,
New York
|
$94.4K
|
-$23.9K
|
-399
|
-21%
|
|
|
159
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$84K
|
+$60K
|
+1,003
|
+321%
|
|
|
160
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$78K
|
+$71K
|
+1,186
|
+3,594%
|
|
|
161
|
Astor Investment Management
Chicago,
Illinois
|
$71K
|
+$45.2K
|
+756
|
+215%
|
|
|
162
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$64K
|
-$60
|
-1
|
-11%
|
|
|
163
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$64K
|
+$12K
|
+200
|
+25%
|
|
|
164
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$56K
|
+$52.1K
|
+871
|
New
|
|
|
165
|
Global Retirement Partners
San Rafael,
California
|
$47K
|
+$35.1K
|
+587
|
+391%
|
|
|
166
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$47K
|
+$43.9K
|
+733
|
New
|
|
|
167
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46K
|
-$5.98K
|
-100
|
-12%
|
|
|
168
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$46K
|
–
|
–
|
–
|
|
|
169
|
Selective Wealth Management
Forest,
Virginia
|
$46K
|
–
|
–
|
–
|
|
|
170
|
Rockefeller Capital Management
New York
|
$46K
|
+$43.3K
|
+723
|
New
|
|
|
171
|
Citizens Financial Group
Providence,
Rhode Island
|
$39K
|
–
|
–
|
–
|
|
|
172
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$35K
|
–
|
–
|
–
|
|
|
173
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
174
|
Regal Wealth Group
Seal Beach,
California
|
$28K
|
+$26.1K
|
+436
|
New
|
|
|
175
|
Optimum Investment Advisors
Chicago,
Illinois
|
$26K
|
+$239
|
+4
|
+1%
|
|
