|
101
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$233K
|
–
|
–
|
–
|
|
|
102
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$209K
|
-$10K
|
-649
|
-5%
|
|
|
103
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$208K
|
+$207K
|
+13,376
|
New
|
|
|
104
|
Monetary Management Group
St Louis,
Missouri
|
$202K
|
–
|
–
|
–
|
|
|
105
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$198K
|
+$14.4K
|
+934
|
+8%
|
|
|
106
|
Segment Wealth Management
Houston,
Texas
|
$190K
|
–
|
–
|
–
|
|
|
107
|
Lubar & Co
Milwaukee,
Wisconsin
|
$184K
|
–
|
–
|
–
|
|
|
108
|
Pitcairn
Conshohocken,
Pennsylvania
|
$179K
|
–
|
–
|
–
|
|
|
109
|
Telemetry Investments
New York
|
$175K
|
+$174K
|
+11,262
|
New
|
|
|
110
|
Creative Planning
Overland Park,
Kansas
|
$171K
|
+$170K
|
+11,029
|
New
|
|
|
111
|
Belpointe Asset Management
Reno,
Nevada
|
$161K
|
–
|
–
|
–
|
|
|
112
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$160K
|
-$1K
|
-65
|
-0.6%
|
|
|
113
|
Tocqueville Asset Management
New York
|
$155K
|
–
|
–
|
–
|
|
|
114
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$152K
|
–
|
–
|
–
|
|
|
115
|
Hilton Capital Management
Garden City,
New York
|
$148K
|
+$147K
|
+9,500
|
New
|
|
|
116
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$82K
|
-$44.9K
|
-2,903
|
-35%
|
|
|
117
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$75K
|
-$55.5K
|
-3,595
|
-43%
|
|
|
118
|
Regions Financial Corp
Birmingham,
Alabama
|
$75K
|
–
|
–
|
–
|
|
|
119
|
Envestnet Asset Management
Chicago,
Illinois
|
$67K
|
+$31.7K
|
+2,054
|
+92%
|
|
|
120
|
Bollard Group
Boston,
Massachusetts
|
$65K
|
–
|
–
|
–
|
|
|
121
|
Icon Wealth Partners
Houston,
Texas
|
$55K
|
-$97.1K
|
-6,287
|
-64%
|
|
|
122
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$55K
|
–
|
–
|
–
|
|
|
123
|
Squar Milner Financial Services
Irvine,
California
|
$51K
|
+$50.5K
|
+3,265
|
New
|
|
|
124
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$47K
|
–
|
–
|
–
|
|
|
125
|
Bessemer Group
Woodbridge,
New Jersey
|
$47K
|
+$6.12K
|
+396
|
+15%
|
|
