|
501
|
Pathstone Family Office
Englewood,
New Jersey
|
$92K
|
+$80.8K
|
+2,576
|
New
|
|
|
502
|
RBC Europe
London,
United Kingdom
|
$87.6K
|
–
|
–
|
–
|
|
|
503
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$87K
|
+$76.3K
|
+2,430
|
New
|
|
|
504
|
Berman Capital Advisors
Atlanta,
Georgia
|
$85K
|
-$1.63K
|
-52
|
-2%
|
|
|
505
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$82K
|
-$847
|
-27
|
-1%
|
|
|
506
|
Liberty One Investment Management
Libertyville,
Illinois
|
$81K
|
+$13.7K
|
+438
|
+24%
|
|
|
507
|
Planned Solutions
Folsom,
California
|
$79K
|
–
|
–
|
–
|
|
|
508
|
Whittier Trust
South Pasadena,
California
|
$79K
|
+$69.5K
|
+2,215
|
New
|
|
|
509
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$59K
|
–
|
–
|
–
|
|
|
510
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$57K
|
–
|
–
|
–
|
|
|
511
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$57K
|
+$13.9K
|
+443
|
+39%
|
|
|
512
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$54K
|
–
|
–
|
–
|
|
|
513
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$54K
|
+$565
|
+18
|
+1%
|
|
|
514
|
NuWave Investment Management
Parsippany,
New Jersey
|
$53K
|
+$43K
|
+1,371
|
+1,269%
|
|
|
515
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$51K
|
+$44.3K
|
+1,413
|
New
|
|
|
516
|
Delta Asset Management
Memphis,
Tennessee
|
$50K
|
–
|
–
|
–
|
|
|
517
|
Zions Bancorporation
Salt Lake City,
Utah
|
$47K
|
-$2.26K
|
-72
|
-5%
|
|
|
518
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$40K
|
–
|
–
|
–
|
|
|
519
|
Perigon Wealth Management
San Francisco,
California
|
$40K
|
+$35K
|
+1,114
|
New
|
|
|
520
|
CSat Investment Advisory
Detroit,
Michigan
|
$39K
|
-$42.8K
|
-1,363
|
-55%
|
|
|
521
|
Huntington National Bank
Columbus,
Ohio
|
$39K
|
-$471
|
-15
|
-1%
|
|
|
522
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$38K
|
-$34.9K
|
-1,113
|
-51%
|
|
|
523
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$38K
|
+$784
|
+25
|
+2%
|
|
|
524
|
Eudaimonia Partners
Winchester,
Tennessee
|
$34K
|
–
|
–
|
–
|
|
|
525
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$34K
|
+$30K
|
+957
|
New
|
|
