|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$387K
|
+$125K
|
+1,872
|
+48%
|
|
|
52
|
Barrett Asset Management
New York
|
$382K
|
+$380K
|
+5,691
|
New
|
|
|
53
|
WhitTier Trust Company
Reno,
Nevada
|
$381K
|
–
|
–
|
–
|
|
|
54
|
Quest Capital Management
Dallas,
Texas
|
$349K
|
+$347K
|
+5,198
|
New
|
|
|
55
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$342K
|
-$156K
|
-2,335
|
-31%
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$312K
|
+$310K
|
+4,645
|
New
|
|
|
57
|
Clearstead Advisors
Cleveland,
Ohio
|
$309K
|
-$145K
|
-2,162
|
-32%
|
|
|
58
|
Bank of New York Mellon
New York
|
$288K
|
+$286K
|
+4,280
|
New
|
|
|
59
|
Northern Trust
Chicago,
Illinois
|
$284K
|
-$58.2K
|
-871
|
-17%
|
|
|
60
|
NewEdge Advisors
New Orleans,
Louisiana
|
$281K
|
–
|
–
|
–
|
|
|
61
|
TownSquare Capital
Provo,
Utah
|
$275K
|
–
|
–
|
–
|
|
|
62
|
Howard Financial Services
Dallas,
Texas
|
$268K
|
-$28.5K
|
-427
|
-10%
|
|
|
63
|
MONECO Advisors
Fairfield,
Connecticut
|
$264K
|
–
|
–
|
–
|
|
|
64
|
Belpointe Asset Management
Reno,
Nevada
|
$246K
|
+$245K
|
+3,666
|
New
|
|
|
65
|
Choate Investment Advisors
Boston,
Massachusetts
|
$244K
|
+$243K
|
+3,634
|
New
|
|
|
66
|
Fiduciary Trust
Boston,
Massachusetts
|
$240K
|
–
|
–
|
–
|
|
|
67
|
Oxford Financial Group
Carmel,
Indiana
|
$239K
|
+$204K
|
+3,047
|
+603%
|
|
|
68
|
Csenge Advisory Group
Clearwater,
Florida
|
$230K
|
+$1.74K
|
+26
|
+0.7%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$227K
|
-$32K
|
-479
|
-12%
|
|
|
70
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$225K
|
+$224K
|
+3,352
|
New
|
|
|
71
|
Wealth Architects
Mountain View,
California
|
$224K
|
–
|
–
|
–
|
|
|
72
|
Busey Bank
Urbana,
Illinois
|
$216K
|
+$215K
|
+3,216
|
New
|
|
|
73
|
Bessemer Group
Woodbridge,
New Jersey
|
$164K
|
-$487K
|
-7,285
|
-75%
|
|
|
74
|
Sierra Capital
Miami,
Florida
|
$118K
|
+$118K
|
+1,760
|
New
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$116K
|
+$25.7K
|
+384
|
+29%
|
|
