|
151
|
Corient Private Wealth
Miami,
Florida
|
$420K
|
+$409K
|
+10,559
|
New
|
|
|
152
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$413K
|
-$21K
|
-543
|
-5%
|
|
|
153
|
SVB Wealth
Boston,
Massachusetts
|
$398K
|
-$217K
|
-5,615
|
-36%
|
|
|
154
|
Helios Capital Management
Singapore
|
$397K
|
–
|
–
|
–
|
|
|
155
|
Simon Quick Advisors
Morristown,
New Jersey
|
$397K
|
–
|
–
|
–
|
|
|
156
|
Alaska Permanent Fund
Juneau,
Alaska
|
$396K
|
–
|
–
|
–
|
|
|
157
|
Vontobel Holding
Zurich,
Switzerland
|
$365K
|
-$892K
|
-23,044
|
-71%
|
|
|
158
|
Caprock Group
Boise,
Idaho
|
$364K
|
-$25.9K
|
-670
|
-7%
|
|
|
159
|
Raymond James & Associates
St Petersburg,
Florida
|
$363K
|
-$32.7K
|
-845
|
-8%
|
|
|
160
|
SOL Capital Management
Rockville,
Maryland
|
$360K
|
-$215K
|
-5,545
|
-38%
|
|
|
161
|
Atria Wealth Solutions
New York
|
$356K
|
-$13K
|
-336
|
-4%
|
|
|
162
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$351K
|
-$1.32M
|
-34,068
|
-79%
|
|
|
163
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$326K
|
+$317K
|
+8,199
|
New
|
|
|
164
|
IEQ Capital
Foster City,
California
|
$319K
|
–
|
–
|
–
|
|
|
165
|
Gilbert & Cook
West Des Moines,
Iowa
|
$316K
|
-$43.1K
|
-1,114
|
-12%
|
|
|
166
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$316K
|
+$117K
|
+3,019
|
+76%
|
|
|
167
|
CIBC World Market
Toronto,
Ontario, Canada
|
$314K
|
+$33.1K
|
+855
|
+12%
|
|
|
168
|
Clear Creek Financial Management
Silverdale,
Washington
|
$313K
|
-$14.1K
|
-363
|
-4%
|
|
|
169
|
|
$313K
|
-$30.4K
|
-786
|
-9%
|
|
|
170
|
Mather Group
Chicago,
Illinois
|
$294K
|
-$21.8K
|
-564
|
-7%
|
|
|
171
|
180 Wealth Advisors
Federal Way,
Washington
|
$290K
|
+$282K
|
+7,294
|
New
|
|
|
172
|
Trek Financial
Scottsdale,
Arizona
|
$283K
|
+$275K
|
+7,115
|
New
|
|
|
173
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$270K
|
-$28.1K
|
-726
|
-10%
|
|
|
174
|
Evolution Wealth Advisors
Aventura,
Florida
|
$266K
|
–
|
–
|
–
|
|
|
175
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$265K
|
-$156K
|
-4,028
|
-38%
|
|
