|
51
|
Avalon Capital Management
Port Of Redwood City,
California
|
$337K
|
-$273K
|
-7,650
|
-41%
|
|
|
52
|
Two Sigma Securities
New York
|
$333K
|
+$30.1K
|
+844
|
+8%
|
|
|
53
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$327K
|
–
|
–
|
–
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$308K
|
+$357K
|
+10,000
|
New
|
|
|
55
|
|
$303K
|
+$62.9K
|
+1,763
|
+22%
|
|
|
56
|
Advyzon Investment Management
Lisle,
Illinois
|
$296K
|
+$342K
|
+9,588
|
New
|
|
|
57
|
CIBC World Market
Toronto,
Ontario, Canada
|
$290K
|
+$19.4K
|
+545
|
+6%
|
|
|
58
|
TigerOak Management
Albuquerque,
New Mexico
|
$277K
|
–
|
–
|
–
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$272K
|
+$315K
|
+8,820
|
New
|
|
|
60
|
AQR Capital Management
Greenwich,
Connecticut
|
$268K
|
+$310K
|
+8,700
|
New
|
|
|
61
|
OneAscent Family Office
Birmingham,
Alabama
|
$268K
|
+$310K
|
+8,700
|
New
|
|
|
62
|
Perennial Investment Advisors
Los Angeles,
California
|
$247K
|
–
|
–
|
–
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$243K
|
-$5.07K
|
-142
|
-2%
|
|
|
64
|
Up Capital Management
Roseville,
California
|
$233K
|
+$269K
|
+7,552
|
New
|
|
|
65
|
Empirical Wealth Management
Seattle,
Washington
|
$227K
|
+$262K
|
+7,351
|
New
|
|
|
66
|
Private Advisor Group
Morristown,
New Jersey
|
$222K
|
-$109K
|
-3,050
|
-30%
|
|
|
67
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$210K
|
-$42.8K
|
-1,200
|
-15%
|
|
|
68
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$185K
|
+$214K
|
+5,988
|
New
|
|
|
69
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$168K
|
–
|
–
|
–
|
|
|
70
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$168K
|
-$7.1K
|
-199
|
-4%
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$165K
|
+$23.2K
|
+650
|
+14%
|
|
|
72
|
EFG International
Zurich,
|
$160K
|
-$6.42K
|
-180
|
-3%
|
|
|
73
|
HBW Advisory Services
Simi Valley,
California
|
$150K
|
-$17.7K
|
-495
|
-9%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$134K
|
+$155K
|
+4,347
|
New
|
|
|
75
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$108K
|
+$53.5K
|
+1,500
|
+75%
|
|
