|
51
|
Williams Jones Wealth Management
New York
|
$255K
|
–
|
–
|
–
|
|
|
52
|
BCS Private Wealth Management
Rumson,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
53
|
Opal Wealth Advisors
Jericho,
New York
|
$243K
|
–
|
–
|
–
|
|
|
54
|
|
$235K
|
+$9.65K
|
+1,000
|
+5%
|
|
|
55
|
Frisch Financial Group
Melville,
New York
|
$177K
|
+$12.5K
|
+1,297
|
+8%
|
|
|
56
|
Clear Creek Financial Management
Silverdale,
Washington
|
$171K
|
–
|
–
|
–
|
|
|
57
|
Pinnacle Associates
New York
|
$170K
|
–
|
–
|
–
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$161K
|
+$62.7K
|
+6,500
|
+70%
|
|
|
59
|
Choreo LLC
Rockford,
Illinois
|
$156K
|
+$147K
|
+15,211
|
New
|
|
|
60
|
Breakwater Capital Group
Paramus,
New Jersey
|
$156K
|
+$148K
|
+15,290
|
New
|
|
|
61
|
Moors & Cabot
Boston,
Massachusetts
|
$152K
|
-$8.69K
|
-900
|
-6%
|
|
|
62
|
&Partners
Nashville,
Tennessee
|
$129K
|
+$6.62K
|
+686
|
+6%
|
|
|
63
|
Everstar Asset Management
Mooresville,
North Carolina
|
$126K
|
-$1.1K
|
-114
|
-0.9%
|
|
|
64
|
Spire Wealth Management
Mclean,
Virginia
|
$126K
|
–
|
–
|
–
|
|
|
65
|
Kercheville Advisors
San Antonio,
Texas
|
$124K
|
+$117K
|
+12,145
|
New
|
|
|
66
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
67
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$123K
|
+$116K
|
+12,016
|
New
|
|
|
68
|
|
$122K
|
+$116K
|
+12,000
|
New
|
|
|
69
|
Lazard Asset Management
New York
|
$120K
|
+$114K
|
+11,800
|
New
|
|
|
70
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$116K
|
–
|
–
|
–
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$115K
|
–
|
–
|
–
|
|
|
72
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$109K
|
+$104K
|
+10,731
|
New
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$107K
|
+$101K
|
+10,473
|
New
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
$102K
|
+$96.9K
|
+10,037
|
New
|
|
|
75
|
Wealthspire Advisors (New York)
New York
|
$72.9K
|
-$60.7K
|
-6,286
|
-47%
|
|
