|
51
|
Prudential plc
London, England,
United Kingdom
|
$856K
|
–
|
–
|
–
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$846K
|
+$140K
|
+2,344
|
+19%
|
|
|
53
|
JMG Financial Group
Downers Grove,
Illinois
|
$838K
|
+$136K
|
+2,280
|
+18%
|
|
|
54
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$807K
|
+$23.1K
|
+386
|
+3%
|
|
|
55
|
Lazard Asset Management
New York
|
$788K
|
+$826K
|
+13,814
|
New
|
|
|
56
|
Congress Wealth Management
Boston,
Massachusetts
|
$781K
|
+$172K
|
+2,878
|
+27%
|
|
|
57
|
Bank of New York Mellon
New York
|
$695K
|
-$5.62K
|
-94
|
-0.8%
|
|
|
58
|
Syntrinsic
Denver,
Colorado
|
$661K
|
+$692K
|
+11,573
|
New
|
|
|
59
|
Biltmore Family Office
Charlotte,
North Carolina
|
$658K
|
+$69.4K
|
+1,161
|
+11%
|
|
|
60
|
DFPG Investments
Sandy,
Utah
|
$644K
|
+$23.8K
|
+399
|
+4%
|
|
|
61
|
Wealth Alliance
Mellville,
New York
|
$615K
|
-$33.7K
|
-564
|
-5%
|
|
|
62
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$611K
|
+$24.3K
|
+407
|
+4%
|
|
|
63
|
VERITY Wealth Advisors
Sausalito,
United States
|
$591K
|
+$13.6K
|
+228
|
+2%
|
|
|
64
|
Austin Private Wealth
Austin,
Texas
|
$586K
|
+$7.77K
|
+130
|
+1%
|
|
|
65
|
Empirical Wealth Management
Seattle,
Washington
|
$579K
|
–
|
–
|
–
|
|
|
66
|
Gould Asset Management
Claremont,
California
|
$579K
|
+$58.3K
|
+975
|
+11%
|
|
|
67
|
Crestone Asset Management
Boulder,
Colorado
|
$573K
|
-$56.8K
|
-950
|
-9%
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$549K
|
+$42.5K
|
+712
|
+8%
|
|
|
69
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$522K
|
+$158K
|
+2,637
|
+41%
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$515K
|
+$598
|
+10
|
+0.1%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$515K
|
+$174K
|
+2,915
|
+48%
|
|
|
72
|
|
$512K
|
-$492K
|
-8,239
|
-48%
|
|
|
73
|
Diversified Trust
Memphis,
Tennessee
|
$505K
|
-$4.84K
|
-81
|
-0.9%
|
|
|
74
|
MA Private Wealth
San Carlos,
California
|
$460K
|
–
|
–
|
–
|
|
|
75
|
Avantax Advisory Services
Dallas,
Texas
|
$450K
|
+$4.54K
|
+76
|
+1%
|
|
