|
51
|
Biltmore Family Office
Charlotte,
North Carolina
|
$492K
|
+$433K
|
+12,291
|
New
|
|
|
52
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$491K
|
+$432K
|
+12,273
|
New
|
|
|
53
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$436K
|
+$384K
|
+10,915
|
New
|
|
|
54
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$405K
|
+$22.5K
|
+639
|
+7%
|
|
|
55
|
Vontobel Holding
Zurich,
Switzerland
|
$380K
|
+$334K
|
+9,500
|
New
|
|
|
56
|
MML Investors Services
Springfield,
Massachusetts
|
$345K
|
+$60.8K
|
+1,728
|
+25%
|
|
|
57
|
United Capital Financial Advisors
Irving,
Texas
|
$327K
|
+$288K
|
+8,173
|
New
|
|
|
58
|
Laidlaw Wealth Management
New York City,
New York
|
$314K
|
+$276K
|
+7,840
|
New
|
|
|
59
|
Private Advisor Group
Morristown,
New Jersey
|
$309K
|
-$109K
|
-3,092
|
-29%
|
|
|
60
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$294K
|
+$259K
|
+7,354
|
New
|
|
|
61
|
Patten Group
Chattanooga,
Tennessee
|
$290K
|
+$255K
|
+7,253
|
New
|
|
|
62
|
Kore Private Wealth
New York
|
$289K
|
–
|
–
|
–
|
|
|
63
|
Investment Partners
New Philadelphia,
Ohio
|
$282K
|
–
|
–
|
–
|
|
|
64
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$266K
|
+$234K
|
+6,645
|
New
|
|
|
65
|
AE Wealth Management
Topeka,
Kansas
|
$249K
|
+$218K
|
+6,208
|
New
|
|
|
66
|
|
$226K
|
+$199K
|
+5,652
|
New
|
|
|
67
|
Ratio Wealth Group
Denver,
Colorado
|
$218K
|
+$191K
|
+5,440
|
New
|
|
|
68
|
Western Wealth Management
Golden,
Colorado
|
$216K
|
+$189K
|
+5,384
|
New
|
|
|
69
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$202K
|
+$178K
|
+5,045
|
New
|
|
|
70
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$200K
|
+$175K
|
+4,984
|
New
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$168K
|
–
|
–
|
–
|
|
|
72
|
Navis Wealth Advisors
Rye Brook,
New York
|
$160K
|
+$141K
|
+3,994
|
New
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$140K
|
+$57.5K
|
+1,633
|
+117%
|
|
|
74
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$101K
|
+$88.7K
|
+2,520
|
New
|
|
|
75
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$86K
|
+$75.7K
|
+2,150
|
New
|
|
