|
101
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$297K
|
+$282K
|
+4,111
|
New
|
|
|
102
|
Patron Partners
Houston,
Texas
|
$293K
|
+$278K
|
+4,050
|
New
|
|
|
103
|
Bessemer Group
Woodbridge,
New Jersey
|
$291K
|
–
|
–
|
–
|
|
|
104
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$274K
|
+$260K
|
+3,794
|
New
|
|
|
105
|
Sather Financial Group
Victoria,
Texas
|
$272K
|
-$129K
|
-1,878
|
-33%
|
|
|
106
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$263K
|
+$20.1K
|
+293
|
+9%
|
|
|
107
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$255K
|
+$1.23K
|
+18
|
+0.5%
|
|
|
108
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
109
|
Seven Mile Advisory
Ewing,
New Jersey
|
$247K
|
-$40.6K
|
-592
|
-15%
|
|
|
110
|
Busey Bank
Urbana,
Illinois
|
$226K
|
–
|
–
|
–
|
|
|
111
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$226K
|
+$214K
|
+3,120
|
New
|
|
|
112
|
Cooksen Wealth
The Woodlands,
Texas
|
$220K
|
+$209K
|
+3,042
|
New
|
|
|
113
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$219K
|
+$208K
|
+3,033
|
New
|
|
|
114
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$214K
|
-$13.4K
|
-196
|
-6%
|
|
|
115
|
Scientech Research LLC
Jersey City,
New Jersey
|
$206K
|
+$195K
|
+2,845
|
New
|
|
|
116
|
Curi RMB Capital
Chicago,
Illinois
|
$204K
|
-$49.7K
|
-724
|
-20%
|
|
|
117
|
Brophy Wealth Management
Bedford,
New Hampshire
|
$202K
|
+$192K
|
+2,801
|
New
|
|
|
118
|
Clearstead Advisors
Cleveland,
Ohio
|
$195K
|
–
|
–
|
–
|
|
|
119
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$193K
|
-$3.29K
|
-48
|
-2%
|
|
|
120
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$193K
|
+$42K
|
+613
|
+30%
|
|
|
121
|
Crewe Advisors
Salt Lake City,
Utah
|
$187K
|
+$144K
|
+2,100
|
+436%
|
|
|
122
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$174K
|
+$156K
|
+2,275
|
+1,750%
|
|
|
123
|
BOK Financial
Tulsa,
Oklahoma
|
$145K
|
–
|
–
|
–
|
|
|
124
|
|
$142K
|
-$5.42K
|
-79
|
-4%
|
|
|
125
|
TD Private Client Wealth
New York
|
$121K
|
-$1.58K
|
-23
|
-1%
|
|
