|
51
|
Creative Planning
Overland Park,
Kansas
|
$1.28M
|
+$214K
|
+2,137
|
+19%
|
|
|
52
|
Atria Investments
Charlotte,
North Carolina
|
$1.23M
|
-$2.53M
|
-25,281
|
-66%
|
|
|
53
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.22M
|
+$2.91K
|
+29
|
+0.2%
|
|
|
54
|
Wealth Management Partners
Tucson,
Arizona
|
$1.2M
|
+$94.2K
|
+940
|
+8%
|
|
|
55
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.16M
|
+$165K
|
+1,650
|
+16%
|
|
|
56
|
Wharton Business Group
Malvern,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
57
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.09M
|
+$297K
|
+2,966
|
+35%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.08M
|
-$2.23M
|
-22,252
|
-66%
|
|
|
59
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.01M
|
-$13.6K
|
-136
|
-1%
|
|
|
60
|
Quantinno Capital Management
New York
|
$943K
|
-$112K
|
-1,115
|
-10%
|
|
|
61
|
Evoke Wealth
Los Angeles,
California
|
$937K
|
–
|
–
|
–
|
|
|
62
|
BFI Infinity
Zurich,
Switzerland
|
$913K
|
+$225K
|
+2,250
|
+31%
|
|
|
63
|
NewEdge Advisors
New Orleans,
Louisiana
|
$849K
|
-$286K
|
-2,853
|
-24%
|
|
|
64
|
Concurrent Investment Advisors
Tampa,
Florida
|
$836K
|
-$374K
|
-3,734
|
-30%
|
|
|
65
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$814K
|
+$11.5K
|
+115
|
+1%
|
|
|
66
|
Bailard
Foster City,
California
|
$792K
|
+$829K
|
+8,275
|
New
|
|
|
67
|
Forum Finance Group
Geneva,
|
$739K
|
+$961K
|
+9,589
|
New
|
|
|
68
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$731K
|
-$1.57M
|
-15,717
|
-67%
|
|
|
69
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$693K
|
+$725K
|
+7,234
|
New
|
|
|
70
|
Two Sigma Securities
New York
|
$611K
|
+$639K
|
+6,379
|
New
|
|
|
71
|
Harbour Investments
Madison,
Wisconsin
|
$608K
|
+$129K
|
+1,285
|
+25%
|
|
|
72
|
Yoffe Investment Management
Lemoyne,
Pennsylvania
|
$574K
|
–
|
–
|
–
|
|
|
73
|
&Partners
Nashville,
Tennessee
|
$571K
|
+$29.7K
|
+296
|
+5%
|
|
|
74
|
United Asset Strategies
Garden City,
New York
|
$539K
|
+$321K
|
+3,208
|
+133%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$527K
|
-$257K
|
-2,568
|
-32%
|
|
