|
76
|
Oppenheimer & Co
New York
|
$2.09M
|
+$104K
|
+1,931
|
+5%
|
|
|
77
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$2.04M
|
+$37.5K
|
+700
|
+2%
|
|
|
78
|
Aspiriant LLC
Los Angeles,
California
|
$1.96M
|
-$398K
|
-7,418
|
-17%
|
|
|
79
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.94M
|
-$86.4K
|
-1,612
|
-4%
|
|
|
80
|
Rockefeller Capital Management
New York
|
$1.88M
|
+$579K
|
+10,805
|
+47%
|
|
|
81
|
Private Advisor Group
Morristown,
New Jersey
|
$1.84M
|
-$360K
|
-6,716
|
-17%
|
|
|
82
|
Millennium Management
New York
|
$1.82M
|
-$1.03M
|
-19,235
|
-37%
|
|
|
83
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.78M
|
-$4.85M
|
-90,424
|
-73%
|
|
|
84
|
Perigon Wealth Management
San Francisco,
California
|
$1.76M
|
-$241K
|
-4,489
|
-12%
|
|
|
85
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$1.75M
|
-$103K
|
-1,913
|
-6%
|
|
|
86
|
Daiwa Securities Group
Tokyo,
Japan
|
$1.74M
|
+$64.9K
|
+1,210
|
+4%
|
|
|
87
|
Creative Planning
Overland Park,
Kansas
|
$1.73M
|
+$965
|
+18
|
+0.1%
|
|
|
88
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.73M
|
+$37.1K
|
+691
|
+2%
|
|
|
89
|
United Capital Financial Advisors
Irving,
Texas
|
$1.64M
|
-$380K
|
-7,089
|
-19%
|
|
|
90
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.63M
|
+$22.3K
|
+416
|
+1%
|
|
|
91
|
UMB Bank
Kansas City,
Missouri
|
$1.63M
|
+$4.45K
|
+83
|
+0.3%
|
|
|
92
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.6M
|
-$68.5K
|
-1,277
|
-4%
|
|
|
93
|
MAI Capital Management
Independence,
Ohio
|
$1.59M
|
-$358K
|
-6,673
|
-19%
|
|
|
94
|
Equitable Holdings
New York
|
$1.57M
|
-$159K
|
-2,971
|
-10%
|
|
|
95
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.57M
|
-$16.2K
|
-303
|
-1%
|
|
|
96
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.53M
|
–
|
–
|
–
|
|
|
97
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.53M
|
-$44.1K
|
-823
|
-3%
|
|
|
98
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.53M
|
+$917K
|
+17,094
|
+165%
|
|
|
99
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$1.52M
|
-$195K
|
-3,641
|
-12%
|
|
|
100
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$1.51M
|
-$56.4K
|
-1,051
|
-4%
|
|
