|
51
|
Titus Wealth Management
Larskpur,
California
|
$287K
|
+$292K
|
+15,625
|
New
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$277K
|
+$50.2K
|
+2,688
|
+22%
|
|
|
53
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$276K
|
–
|
–
|
–
|
|
|
54
|
Chartist Inc
Seal Beach,
California
|
$245K
|
+$117K
|
+6,246
|
New
|
|
|
55
|
Avantax Advisory Services
Dallas,
Texas
|
$220K
|
+$223K
|
+11,959
|
New
|
|
|
56
|
Alexandria Capital
Arlington,
Virginia
|
$212K
|
–
|
–
|
–
|
|
|
57
|
Davenport & Co
Richmond,
Virginia
|
$210K
|
–
|
–
|
–
|
|
|
58
|
Raymond James Trust
St. Petersburg,
Florida
|
$209K
|
–
|
–
|
–
|
|
|
59
|
Security National Bank
Omaha,
Nebraska
|
$206K
|
+$209K
|
+11,188
|
New
|
|
|
60
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$184K
|
–
|
–
|
–
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$116K
|
+$118K
|
+6,300
|
New
|
|
|
62
|
Bartlett & Co
Cincinnati,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
63
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$103K
|
–
|
–
|
–
|
|
|
64
|
|
$83K
|
–
|
–
|
–
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$77K
|
–
|
–
|
–
|
|
|
66
|
Valeo Financial Advisors
Carmel,
Indiana
|
$65K
|
–
|
–
|
–
|
|
|
67
|
Pathstone Family Office
Englewood,
New Jersey
|
$55K
|
+$56K
|
+3,000
|
New
|
|
|
68
|
Perkins Coie Trust Company
Seattle,
Washington
|
$45K
|
+$45.3K
|
+2,428
|
New
|
|
|
69
|
WhitTier Trust Company
Reno,
Nevada
|
$37K
|
–
|
–
|
–
|
|
|
70
|
Golden State Wealth Management
Santa Ana,
California
|
$34K
|
+$35K
|
+1,875
|
New
|
|
|
71
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
-$12.2K
|
-654
|
-39%
|
|
|
72
|
UBS Group
Zurich,
Switzerland
|
$18K
|
–
|
–
|
–
|
|
|
73
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
74
|
|
$6K
|
+$5.6K
|
+300
|
New
|
|
|
75
|
Bank of America
Charlotte,
North Carolina
|
$3K
|
+$2.8K
|
+150
|
New
|
|
