|
51
|
Wealthspire Advisors (New York)
New York
|
$337K
|
+$335K
|
+3,448
|
New
|
|
|
52
|
NewEdge Advisors
New Orleans,
Louisiana
|
$328K
|
–
|
–
|
–
|
|
|
53
|
Tolleson Wealth Management
Dallas,
Texas
|
$322K
|
–
|
–
|
–
|
|
|
54
|
NavPoint Financial
Prior Lake,
Minnesota
|
$313K
|
+$311K
|
+3,207
|
New
|
|
|
55
|
Fiduciary Financial Group
San Rafael,
California
|
$303K
|
–
|
–
|
–
|
|
|
56
|
Climber Capital
Nyon,
Switzerland
|
$302K
|
–
|
–
|
–
|
|
|
57
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$294K
|
+$292K
|
+3,011
|
New
|
|
|
58
|
Martin Worley Group
Cottonwood Heights,
Utah
|
$286K
|
+$285K
|
+2,935
|
New
|
|
|
59
|
Quantinno Capital Management
New York
|
$278K
|
–
|
–
|
–
|
|
|
60
|
Joel Isaacson & Co
New York
|
$261K
|
+$260K
|
+2,675
|
New
|
|
|
61
|
Core Wealth Partners
Santa Rosa,
California
|
$258K
|
–
|
–
|
–
|
|
|
62
|
Beacon Pointe Advisors
Newport Beach,
California
|
$248K
|
+$247K
|
+2,543
|
New
|
|
|
63
|
Aspiriant LLC
Los Angeles,
California
|
$247K
|
+$2.91K
|
+30
|
+1%
|
|
|
64
|
Blume Capital Management
Berkeley,
California
|
$244K
|
–
|
–
|
–
|
|
|
65
|
Catalyst Private Wealth
San Mateo,
California
|
$241K
|
+$239K
|
+2,465
|
New
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$234K
|
+$233K
|
+2,399
|
New
|
|
|
67
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$233K
|
+$232K
|
+2,389
|
New
|
|
|
68
|
Weaver Consulting Group
Huntington Beach,
California
|
$219K
|
+$218K
|
+2,248
|
New
|
|
|
69
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$201K
|
+$200K
|
+2,064
|
New
|
|
|
70
|
|
$190K
|
+$188K
|
+1,942
|
New
|
|
|
71
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$178K
|
-$2.7M
|
-27,777
|
-94%
|
|
|
72
|
First Pacific Financial
Vancouver,
Washington
|
$151K
|
+$150K
|
+1,547
|
New
|
|
|
73
|
Larson Financial Group
St Louis,
Missouri
|
$97.6K
|
–
|
–
|
–
|
|
|
74
|
Albion Financial Group
Salt Lake City,
Utah
|
$61K
|
+$19.4K
|
+200
|
+47%
|
|
|
75
|
WFA of San Diego
San Diego,
California
|
$57.6K
|
+$57.3K
|
+590
|
New
|
|
