|
51
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1.64M
|
+$1.62M
|
+27,377
|
New
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.61M
|
-$208K
|
-3,513
|
-12%
|
|
|
53
|
Ameriprise
Minneapolis,
Minnesota
|
$1.58M
|
-$43K
|
-726
|
-3%
|
|
|
54
|
Cerity Partners OCIO
New York
|
$1.58M
|
-$35.2K
|
-594
|
-2%
|
|
|
55
|
One Capital Management
Westlake Village,
California
|
$1.54M
|
+$1.53M
|
+25,830
|
New
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.54M
|
-$47.2K
|
-798
|
-3%
|
|
|
57
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.52M
|
-$186K
|
-3,141
|
-11%
|
|
|
58
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.46M
|
+$10.8K
|
+183
|
+0.8%
|
|
|
59
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$1.46M
|
+$126K
|
+2,129
|
+10%
|
|
|
60
|
Citadel Advisors
Miami,
Florida
|
$1.39M
|
+$651K
|
+10,992
|
+89%
|
|
|
61
|
CX Institutional
Auburn,
Indiana
|
$1.33M
|
-$85.4K
|
-1,442
|
-6%
|
|
|
62
|
Venturi Wealth Management
Austin,
Texas
|
$1.28M
|
+$155K
|
+2,615
|
+14%
|
|
|
63
|
UBS Group
Zurich,
Switzerland
|
$1.28M
|
+$422K
|
+7,130
|
+50%
|
|
|
64
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.25M
|
+$300K
|
+5,076
|
+34%
|
|
|
65
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$1.25M
|
+$150K
|
+2,531
|
+14%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$1.23M
|
-$133K
|
-2,246
|
-10%
|
|
|
67
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
$1.23M
|
+$1.21M
|
+20,516
|
New
|
|
|
68
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.17M
|
+$118K
|
+1,986
|
+12%
|
|
|
69
|
Per Stirling Capital Management
Austin,
Texas
|
$1.17M
|
+$1.15M
|
+19,505
|
New
|
|
|
70
|
Allworth Financial
Folsom,
California
|
$1.12M
|
+$351K
|
+5,927
|
+46%
|
|
|
71
|
SVB Wealth
Boston,
Massachusetts
|
$1.09M
|
–
|
–
|
–
|
|
|
72
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$1.06M
|
+$1.05M
|
+17,682
|
New
|
|
|
73
|
Zacks Investment Management
Chicago,
Illinois
|
$1.06M
|
+$1.05M
|
+17,682
|
New
|
|
|
74
|
Corrigan Financial
Middletown,
Rhode Island
|
$1.01M
|
-$2.6K
|
-44
|
-0.3%
|
|
|
75
|
|
$1M
|
+$995K
|
+16,803
|
New
|
|
