|
51
|
Advisor Group
Phoenix,
Arizona
|
$720K
|
+$32.4K
|
+3,317
|
+5%
|
|
|
52
|
Private Wealth Partners
Mill Valley,
California
|
$692K
|
–
|
–
|
–
|
|
|
53
|
Essex Financial Services
Essex,
Connecticut
|
$679K
|
+$22.7K
|
+2,324
|
+3%
|
|
|
54
|
|
$661K
|
-$78.8K
|
-8,066
|
-10%
|
|
|
55
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$657K
|
+$672K
|
+68,784
|
New
|
|
|
56
|
St. James Investment Company
Southlake,
Texas
|
$654K
|
–
|
–
|
–
|
|
|
57
|
TIAA FSB
Jacksonville,
Florida
|
$640K
|
-$489K
|
-50,000
|
-43%
|
|
|
58
|
Bank of New York Mellon
New York
|
$583K
|
+$12.7K
|
+1,299
|
+2%
|
|
|
59
|
Frontier Investment Management
Dallas,
Texas
|
$578K
|
–
|
–
|
–
|
|
|
60
|
Moors & Cabot
Boston,
Massachusetts
|
$534K
|
-$30.7K
|
-3,140
|
-5%
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$526K
|
+$89.5K
|
+9,161
|
+20%
|
|
|
62
|
EP Wealth Advisors
Torrance,
California
|
$516K
|
–
|
–
|
–
|
|
|
63
|
Baker Avenue Asset Management
San Francisco,
California
|
$475K
|
-$32.4K
|
-3,315
|
-6%
|
|
|
64
|
LVM Capital Management
Portage,
Michigan
|
$458K
|
–
|
–
|
–
|
|
|
65
|
White Pine Capital
Bloomington,
Minnesota
|
$431K
|
+$15.4K
|
+1,580
|
+4%
|
|
|
66
|
Account Management
Boxford,
Massachusetts
|
$429K
|
–
|
–
|
–
|
|
|
67
|
Oxbow Advisors
Austin,
Texas
|
$377K
|
–
|
–
|
–
|
|
|
68
|
Regions Financial Corp
Birmingham,
Alabama
|
$372K
|
–
|
–
|
–
|
|
|
69
|
Avenir Corporation
Alexandria,
Virginia
|
$371K
|
–
|
–
|
–
|
|
|
70
|
Scotia Capital
Toronto,
Ontario, Canada
|
$346K
|
-$21.5K
|
-2,200
|
-6%
|
|
|
71
|
CIBC World Market
Toronto,
Ontario, Canada
|
$335K
|
-$41.6K
|
-4,260
|
-11%
|
|
|
72
|
Family Capital Trust
Peabody,
Massachusetts
|
$334K
|
–
|
–
|
–
|
|
|
73
|
Freestone Capital Holdings
Seattle,
Washington
|
$326K
|
–
|
–
|
–
|
|
|
74
|
Avidian Wealth Enterprises
Houston,
Texas
|
$310K
|
–
|
–
|
–
|
|
|
75
|
Lau Associates
Greenville,
Delaware
|
$305K
|
–
|
–
|
–
|
|
