|
76
|
True Wealth Design
Akron,
Ohio
|
$129K
|
-$39.8K
|
-818
|
-24%
|
|
|
77
|
Private Trust Company
Cleveland,
Ohio
|
$94.8K
|
+$60.2K
|
+1,238
|
+175%
|
|
|
78
|
Osaic Holdings
Scottsdale,
Arizona
|
$90.4K
|
+$194
|
+4
|
+0.2%
|
|
|
79
|
|
$79.6K
|
+$26.3K
|
+541
|
+50%
|
|
|
80
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74.5K
|
–
|
–
|
–
|
|
|
81
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$57.5K
|
+$6.9K
|
+142
|
+14%
|
|
|
82
|
Allworth Financial
Folsom,
California
|
$50K
|
–
|
–
|
–
|
|
|
83
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$48.9K
|
–
|
–
|
–
|
|
|
84
|
Orion Capital Management
Coronado,
California
|
$38.7K
|
-$11.5K
|
-237
|
-23%
|
|
|
85
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$33.6K
|
–
|
–
|
–
|
|
|
86
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.5K
|
+$27.9K
|
+575
|
New
|
|
|
87
|
Bessemer Group
Woodbridge,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
88
|
WealthCollab
Bellevue,
Washington
|
$16.6K
|
–
|
–
|
–
|
|
|
89
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$14.9K
|
–
|
–
|
–
|
|
|
90
|
Kings Path Partners
Sugar Land,
Texas
|
$13K
|
+$12.9K
|
+266
|
New
|
|
|
91
|
Elevate Wealth Advisory
Athens,
Georgia
|
$8.04K
|
–
|
–
|
–
|
|
|
92
|
Global Retirement Partners
San Rafael,
California
|
$2.44K
|
–
|
–
|
–
|
|
|
93
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.63K
|
–
|
–
|
–
|
|
|
94
|
Clear Point Advisors
Melville,
New York
|
$80
|
–
|
–
|
–
|
|
|
95
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$11.1M
|
-234,080
|
Closed
|
|
|
96
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$351K
|
-7,411
|
Closed
|
|
|
97
|
BlackDiamond Wealth Management
New York
|
–
|
-$277K
|
-5,848
|
Closed
|
|
|
98
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$77.1K
|
-1,627
|
Closed
|
|
|
99
|
CVA Family Office
Denver,
Colorado
|
–
|
-$42.7K
|
-900
|
Closed
|
|
|
100
|
UBS Group
Zurich,
Switzerland
|
–
|
-$2.94K
|
-62
|
Closed
|
|
