|
51
|
Source Financial Advisors
New York
|
$662K
|
-$3.33K
|
-55
|
-0.5%
|
|
|
52
|
GeoWealth Management
Chicago,
Illinois
|
$662K
|
-$3.33K
|
-55
|
-0.5%
|
|
|
53
|
Marshall Wace
London,
United Kingdom
|
$651K
|
+$37.6K
|
+621
|
+6%
|
|
|
54
|
Bank of New York Mellon
New York
|
$555K
|
-$62.1K
|
-1,026
|
-10%
|
|
|
55
|
Koshinski Asset Management
Decatur,
Illinois
|
$513K
|
+$303
|
+5
|
+0.1%
|
|
|
56
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$469K
|
-$55.8K
|
-921
|
-11%
|
|
|
57
|
Atria Wealth Solutions
New York
|
$465K
|
-$33.2K
|
-548
|
-7%
|
|
|
58
|
CVA Family Office
Denver,
Colorado
|
$455K
|
–
|
–
|
–
|
|
|
59
|
Rockefeller Capital Management
New York
|
$439K
|
+$16.8K
|
+278
|
+4%
|
|
|
60
|
Inscription Capital
Houston,
Texas
|
$435K
|
–
|
–
|
–
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$432K
|
-$40.9K
|
-675
|
-9%
|
|
|
62
|
Marcum Wealth
Cleveland,
Ohio
|
$423K
|
-$8.11K
|
-134
|
-2%
|
|
|
63
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$421K
|
+$1.76K
|
+29
|
+0.4%
|
|
|
64
|
Icon Wealth Partners
Houston,
Texas
|
$418K
|
-$21.1K
|
-348
|
-5%
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$406K
|
+$112K
|
+1,856
|
+39%
|
|
|
66
|
Cetera Advisors
Denver,
Colorado
|
$403K
|
+$1.15K
|
+19
|
+0.3%
|
|
|
67
|
Custos Family Office
Austin,
Texas
|
$401K
|
+$396K
|
+6,542
|
New
|
|
|
68
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$386K
|
–
|
–
|
–
|
|
|
69
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$380K
|
–
|
–
|
–
|
|
|
70
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$378K
|
+$3.15K
|
+52
|
+0.8%
|
|
|
71
|
Aspen Grove Capital
Avon,
Colorado
|
$375K
|
–
|
–
|
–
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
$369K
|
-$20.8K
|
-344
|
-5%
|
|
|
73
|
Raymond James Trust
St. Petersburg,
Florida
|
$350K
|
+$346K
|
+5,721
|
New
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$347K
|
-$20K
|
-331
|
-6%
|
|
|
75
|
Cresset Asset Management
Chicago,
Illinois
|
$344K
|
-$1.29M
|
-21,362
|
-79%
|
|
