|
26
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.32M
|
-$153K
|
-2,065
|
-10%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$1.28M
|
-$330K
|
-4,466
|
-21%
|
|
|
28
|
|
$1.23M
|
+$1.24M
|
+16,796
|
New
|
|
|
29
|
FDx Advisors
Chicago,
Illinois
|
$1.22M
|
-$61.1K
|
-828
|
-5%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.15M
|
-$55.8K
|
-756
|
-5%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$1.08M
|
+$254K
|
+3,439
|
+31%
|
|
|
32
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.03M
|
+$29.1K
|
+394
|
+3%
|
|
|
33
|
Wealth Management Partners
Tucson,
Arizona
|
$1.01M
|
-$94.3K
|
-1,277
|
-9%
|
|
|
34
|
Quantinno Capital Management
New York
|
$984K
|
+$308K
|
+4,164
|
+46%
|
|
|
35
|
Vivaldi Capital Management
Chicago,
Illinois
|
$852K
|
+$3.91K
|
+53
|
+0.5%
|
|
|
36
|
Blue Fin Capital
Warren,
Rhode Island
|
$845K
|
-$1.55K
|
-21
|
-0.2%
|
|
|
37
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$791K
|
+$148
|
+2
|
+0%
|
|
|
38
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$667K
|
-$268K
|
-3,635
|
-29%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$617K
|
-$79.7K
|
-1,079
|
-11%
|
|
|
40
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$600K
|
-$22.2K
|
-300
|
-4%
|
|
|
41
|
BFI Infinity
Zurich,
Switzerland
|
$514K
|
-$18.6K
|
-252
|
-4%
|
|
|
42
|
Marshall Wace
London,
United Kingdom
|
$474K
|
+$473K
|
+6,398
|
New
|
|
|
43
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$459K
|
+$10.9K
|
+148
|
+2%
|
|
|
44
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$444K
|
–
|
–
|
–
|
|
|
45
|
Diversified Trust
Memphis,
Tennessee
|
$437K
|
-$273K
|
-3,692
|
-39%
|
|
|
46
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$337K
|
–
|
–
|
–
|
|
|
47
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$336K
|
+$6.65K
|
+90
|
+2%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$334K
|
-$10.6K
|
-144
|
-3%
|
|
|
49
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$293K
|
–
|
–
|
–
|
|
|
50
|
|
$292K
|
+$886
|
+12
|
+0.3%
|
|
