|
51
|
Grassi Investment Management
Santa Clara,
California
|
$436K
|
-$9.65K
|
-381
|
-2%
|
|
|
52
|
Whittier Trust
South Pasadena,
California
|
$434K
|
–
|
–
|
–
|
|
|
53
|
Accel Wealth Management
Waverly,
Iowa
|
$432K
|
-$1.29K
|
-51
|
-0.3%
|
|
|
54
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$416K
|
-$26K
|
-1,025
|
-5%
|
|
|
55
|
NewEdge Advisors
New Orleans,
Louisiana
|
$416K
|
-$25K
|
-988
|
-5%
|
|
|
56
|
GeoWealth Management
Chicago,
Illinois
|
$370K
|
+$26.7K
|
+1,056
|
+7%
|
|
|
57
|
Mercer Global Advisors
Denver,
Colorado
|
$363K
|
+$58.2K
|
+2,299
|
+17%
|
|
|
58
|
Cook Wealth
Raleigh,
North Carolina
|
$360K
|
+$101K
|
+4,003
|
+30%
|
|
|
59
|
Independent Financial Group
San Diego,
California
|
$356K
|
-$2.99K
|
-118
|
-0.8%
|
|
|
60
|
Kestra Private Wealth Services
Austin,
Texas
|
$353K
|
-$11.5K
|
-454
|
-3%
|
|
|
61
|
Oppenheimer & Co
New York
|
$353K
|
+$11.4K
|
+449
|
+3%
|
|
|
62
|
Nadler Financial Group
Deerfield,
Illinois
|
$337K
|
–
|
–
|
–
|
|
|
63
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$329K
|
-$26.6K
|
-1,051
|
-7%
|
|
|
64
|
Allworth Financial
Folsom,
California
|
$327K
|
+$31.5K
|
+1,245
|
+10%
|
|
|
65
|
Solano Wealth Management
Fairfield,
California
|
$326K
|
–
|
–
|
–
|
|
|
66
|
WealthOne
Albany,
New York
|
$325K
|
+$1.7K
|
+67
|
+0.5%
|
|
|
67
|
US Bancorp
Minneapolis,
Minnesota
|
$322K
|
+$4.41K
|
+174
|
+1%
|
|
|
68
|
Nomura Asset Management
Tokyo,
Japan
|
$321K
|
–
|
–
|
–
|
|
|
69
|
Millennium Management
New York
|
$317K
|
+$341K
|
+13,477
|
New
|
|
|
70
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$297K
|
-$962
|
-38
|
-0.3%
|
|
|
71
|
AE Wealth Management
Topeka,
Kansas
|
$280K
|
+$7.77K
|
+307
|
+3%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$271K
|
+$13.9K
|
+550
|
+5%
|
|
|
73
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$270K
|
–
|
–
|
–
|
|
|
74
|
Stephens Inc
Little Rock,
Arkansas
|
$256K
|
+$276K
|
+10,900
|
New
|
|
|
75
|
Pathstone Family Office
Englewood,
New Jersey
|
$256K
|
+$276K
|
+10,898
|
New
|
|
