|
26
|
Perigon Wealth Management
San Francisco,
California
|
$409K
|
+$41.7K
|
+2,342
|
+10%
|
|
|
27
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$355K
|
+$146K
|
+8,212
|
+55%
|
|
|
28
|
Ramirez Asset Management
New York
|
$253K
|
+$293K
|
+16,469
|
New
|
|
|
29
|
|
$235K
|
-$18.9K
|
-1,059
|
-6%
|
|
|
30
|
Joel Isaacson & Co
New York
|
$229K
|
+$265K
|
+14,857
|
New
|
|
|
31
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$216K
|
+$1.78K
|
+100
|
+0.7%
|
|
|
32
|
Running Point Capital Advisors
El Segundo,
California
|
$192K
|
–
|
–
|
–
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$190K
|
-$13.8K
|
-775
|
-6%
|
|
|
34
|
Flow Traders U.S.
New York
|
$155K
|
+$180K
|
+10,107
|
New
|
|
|
35
|
SOA Wealth Advisors
New York
|
$129K
|
+$107
|
+6
|
+0.1%
|
|
|
36
|
NewEdge Advisors
New Orleans,
Louisiana
|
$120K
|
-$1.2M
|
-67,311
|
-90%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$117K
|
–
|
–
|
–
|
|
|
38
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$98.6K
|
+$267
|
+15
|
+0.2%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$69.1K
|
-$7.12K
|
-400
|
-8%
|
|
|
40
|
Allworth Financial
Folsom,
California
|
$56.2K
|
–
|
–
|
–
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$43.7K
|
+$13.4K
|
+755
|
+36%
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$40K
|
–
|
–
|
–
|
|
|
43
|
Clearstead Advisors
Cleveland,
Ohio
|
$34.1K
|
+$14.2K
|
+800
|
+56%
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$31.1K
|
–
|
–
|
–
|
|
|
45
|
Larson Financial Group
St Louis,
Missouri
|
$30.6K
|
+$9.35K
|
+525
|
+36%
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$30.3K
|
+$35K
|
+1,967
|
New
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$28.9K
|
–
|
–
|
–
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$18
|
+1
|
+0.2%
|
|
|
50
|
CGC Financial Services
Lake Oswego,
Oregon
|
$9.92K
|
–
|
–
|
–
|
|
