|
51
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.66M
|
+$609K
|
+85,105
|
+65%
|
|
|
52
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.63M
|
-$24K
|
-3,359
|
-2%
|
|
|
53
|
Franklin Resources
San Mateo,
California
|
$1.6M
|
+$337K
|
+47,056
|
+29%
|
|
|
54
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
$1.55M
|
+$25K
|
+3,492
|
+2%
|
|
|
55
|
KeyBank National Association
Cleveland,
Ohio
|
$1.5M
|
-$43.5K
|
-6,089
|
-3%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$1.44M
|
+$348K
|
+48,702
|
+35%
|
|
|
57
|
Credit Suisse
Zurich,
Switzerland
|
$1.33M
|
-$9.49M
|
-1,326,688
|
-88%
|
|
|
58
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.33M
|
+$266K
|
+37,151
|
+27%
|
|
|
59
|
|
$1.31M
|
+$159K
|
+22,247
|
+15%
|
|
|
60
|
Ativo Capital Management
Chicago,
Illinois
|
$1.3M
|
+$1.21M
|
+168,828
|
New
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$1.29M
|
+$109K
|
+15,279
|
+10%
|
|
|
62
|
Wells Fargo
San Francisco,
California
|
$1.18M
|
+$418K
|
+58,487
|
+61%
|
|
|
63
|
DGS Capital Management
Jersey City,
New Jersey
|
$1.18M
|
+$29.5K
|
+4,123
|
+3%
|
|
|
64
|
|
$1.14M
|
-$622
|
-87
|
-0.1%
|
|
|
65
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.14M
|
+$121K
|
+16,969
|
+13%
|
|
|
66
|
Atria Investments
Charlotte,
North Carolina
|
$1.11M
|
+$1.03M
|
+144,426
|
New
|
|
|
67
|
|
$1.08M
|
+$30.1K
|
+4,206
|
+3%
|
|
|
68
|
Optimum Investment Advisors
Chicago,
Illinois
|
$1.07M
|
-$14.3K
|
-2,000
|
-1%
|
|
|
69
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.06M
|
-$88.1K
|
-12,319
|
-8%
|
|
|
70
|
Stifel Financial
St. Louis,
Missouri
|
$1.01M
|
-$193K
|
-26,923
|
-17%
|
|
|
71
|
Park Avenue Securities
New York
|
$986K
|
+$282K
|
+39,483
|
+44%
|
|
|
72
|
|
$968K
|
+$902K
|
+126,065
|
New
|
|
|
73
|
Quantinno Capital Management
New York
|
$949K
|
+$103K
|
+14,454
|
+13%
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$931K
|
-$7.65K
|
-1,070
|
-0.9%
|
|
|
75
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$826K
|
-$1.23M
|
-171,842
|
-62%
|
|
