|
101
|
IPG Investment Advisors
San Diego,
California
|
$440K
|
+$22.1K
|
+304
|
+6%
|
|
|
102
|
Fullerton Fund Management
Singapore
|
$439K
|
+$406K
|
+5,592
|
New
|
|
|
103
|
Summa Corp
Tomball,
Texas
|
$431K
|
–
|
–
|
–
|
|
|
104
|
Vontobel Holding
Zurich,
Switzerland
|
$428K
|
-$44K
|
-605
|
-10%
|
|
|
105
|
First Pacific Financial
Vancouver,
Washington
|
$422K
|
-$43.6K
|
-600
|
-10%
|
|
|
106
|
BigSur Wealth Management
Miami,
Florida
|
$413K
|
–
|
–
|
–
|
|
|
107
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$409K
|
-$15.3K
|
-210
|
-4%
|
|
|
108
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$404K
|
–
|
–
|
–
|
|
|
109
|
VOYA Investment Management
Atlanta,
Georgia
|
$400K
|
-$314K
|
-4,322
|
-46%
|
|
|
110
|
Webster Bank
Waterbury,
Connecticut
|
$387K
|
-$5.52K
|
-76
|
-2%
|
|
|
111
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$373K
|
+$10.9K
|
+150
|
+3%
|
|
|
112
|
IEQ Capital
Foster City,
California
|
$368K
|
-$15.5K
|
-213
|
-4%
|
|
|
113
|
NWAM LLC
Mercer Island,
Washington
|
$368K
|
+$341K
|
+4,687
|
New
|
|
|
114
|
Atria Wealth Solutions
New York
|
$356K
|
+$11K
|
+152
|
+3%
|
|
|
115
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$349K
|
–
|
–
|
–
|
|
|
116
|
Park Avenue Securities
New York
|
$340K
|
+$315K
|
+4,339
|
New
|
|
|
117
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$339K
|
-$20K
|
-275
|
-6%
|
|
|
118
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$320K
|
–
|
–
|
–
|
|
|
119
|
Creative Planning
Overland Park,
Kansas
|
$312K
|
-$144K
|
-1,977
|
-33%
|
|
|
120
|
Pathstone Holdings
Englewood,
New Jersey
|
$288K
|
–
|
–
|
–
|
|
|
121
|
Freestone Capital Holdings
Seattle,
Washington
|
$286K
|
–
|
–
|
–
|
|
|
122
|
Unionview LLC
Seattle,
Washington
|
$285K
|
–
|
–
|
–
|
|
|
123
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$283K
|
–
|
–
|
–
|
|
|
124
|
Comerica Bank
Dallas,
Texas
|
$270K
|
-$436
|
-6
|
-0.2%
|
|
|
125
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$255K
|
–
|
–
|
–
|
|
