|
26
|
Inscription Capital
Houston,
Texas
|
$765K
|
-$78.5K
|
-1,000
|
-10%
|
|
|
27
|
AXS Investments
Port Chester,
New York
|
$752K
|
+$695K
|
+8,850
|
New
|
|
|
28
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$640K
|
-$122K
|
-1,554
|
-17%
|
|
|
29
|
Vontobel Holding
Zurich,
Switzerland
|
$568K
|
+$525K
|
+6,690
|
New
|
|
|
30
|
Tower Research Capital (TRC)
New York
|
$506K
|
-$4.26M
|
-54,333
|
-90%
|
|
|
31
|
Bank of the West
Monterey Park,
California
|
$491K
|
–
|
–
|
–
|
|
|
32
|
Kelly Financial Services
Braintree,
Massachusetts
|
$438K
|
-$56.7K
|
-722
|
-12%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$417K
|
+$52K
|
+662
|
+16%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$389K
|
+$102K
|
+1,300
|
+40%
|
|
|
35
|
Insight Wealth Partners
Plano,
Texas
|
$388K
|
-$97.7K
|
-1,245
|
-21%
|
|
|
36
|
Summit Financial Strategies
Columbus,
Ohio
|
$354K
|
+$15.7K
|
+200
|
+5%
|
|
|
37
|
Harbour Investments
Madison,
Wisconsin
|
$348K
|
+$322K
|
+4,102
|
New
|
|
|
38
|
Spire Wealth Management
Mclean,
Virginia
|
$339K
|
+$313K
|
+3,985
|
New
|
|
|
39
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$320K
|
-$37.5K
|
-478
|
-11%
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$308K
|
+$284K
|
+3,623
|
New
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$290K
|
–
|
–
|
–
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$255K
|
–
|
–
|
–
|
|
|
43
|
CreativeOne Wealth
Overland Park,
Kansas
|
$250K
|
+$231K
|
+2,943
|
New
|
|
|
44
|
Bouchey Financial Group
Troy,
New York
|
$247K
|
+$228K
|
+2,910
|
New
|
|
|
45
|
Two Sigma Securities
New York
|
$244K
|
-$521K
|
-6,637
|
-70%
|
|
|
46
|
626 Financial
Portage,
Michigan
|
$240K
|
+$157K
|
+2,000
|
New
|
|
|
47
|
Bel Air Investment Advisors
Los Angeles,
California
|
$227K
|
+$209K
|
+2,668
|
New
|
|
|
48
|
Insight Wealth Strategies
San Ramon,
California
|
$226K
|
+$208K
|
+2,656
|
New
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$222K
|
-$25.7K
|
-327
|
-11%
|
|
|
50
|
Cerity Partners OCIO
New York
|
$222K
|
+$205K
|
+2,615
|
New
|
|
