|
76
|
SimplyRich
Carlsbad,
California
|
$420K
|
–
|
–
|
–
|
|
|
77
|
WhitTier Trust Company
Reno,
Nevada
|
$419K
|
–
|
–
|
–
|
|
|
78
|
Epoch Investment Partners
New York
|
$400K
|
–
|
–
|
–
|
|
|
79
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$400K
|
–
|
–
|
–
|
|
|
80
|
Sequoia Financial Advisors
Akron,
Ohio
|
$400K
|
+$136K
|
+3,127
|
+53%
|
|
|
81
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$392K
|
+$88.9K
|
+2,047
|
+30%
|
|
|
82
|
|
$364K
|
–
|
–
|
–
|
|
|
83
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$361K
|
-$75.8K
|
-1,746
|
-18%
|
|
|
84
|
Balentine LLC
Atlanta,
Georgia
|
$348K
|
+$340K
|
+7,823
|
New
|
|
|
85
|
Aberdeen Group
Edinburgh,
United Kingdom
|
$343K
|
+$334K
|
+7,700
|
New
|
|
|
86
|
Fidelity Investments
Boston,
Massachusetts
|
$319K
|
+$307K
|
+7,065
|
+5,791%
|
|
|
87
|
Caprock Group
Boise,
Idaho
|
$311K
|
+$25.9K
|
+596
|
+9%
|
|
|
88
|
|
$307K
|
-$21.9K
|
-505
|
-7%
|
|
|
89
|
Corient Capital Partners
Newport Beach,
California
|
$306K
|
+$7.68K
|
+177
|
+3%
|
|
|
90
|
PDS Planning
Dublin,
Ohio
|
$305K
|
+$23K
|
+529
|
+8%
|
|
|
91
|
Ascent Group
Virginia Beach,
Virginia
|
$297K
|
+$85K
|
+1,959
|
+41%
|
|
|
92
|
HighTower Advisors
Chicago,
Illinois
|
$296K
|
+$13.8K
|
+317
|
+5%
|
|
|
93
|
IEQ Capital
Foster City,
California
|
$292K
|
+$77.2K
|
+1,779
|
+37%
|
|
|
94
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$291K
|
+$284K
|
+6,541
|
New
|
|
|
95
|
Franklin Resources
San Mateo,
California
|
$281K
|
+$57.7K
|
+1,329
|
+27%
|
|
|
96
|
Profund Advisors
Bethesda,
Maryland
|
$277K
|
-$9.2K
|
-212
|
-3%
|
|
|
97
|
Millennium Management
New York
|
$268K
|
+$40.2K
|
+925
|
+18%
|
|
|
98
|
Ovata Capital Management
Hong Kong
|
$262K
|
–
|
–
|
–
|
|
|
99
|
Ballentine Partners
Waltham,
Massachusetts
|
$260K
|
+$217
|
+5
|
+0.1%
|
|
|
100
|
Principal Street Partners
Memphis,
Tennessee
|
$260K
|
+$254K
|
+5,848
|
New
|
|
