|
51
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$200K
|
+$3.43K
|
+200
|
+2%
|
|
|
52
|
William Blair & Company
Chicago,
Illinois
|
$195K
|
+$185K
|
+10,800
|
New
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$192K
|
+$183K
|
+10,650
|
New
|
|
|
54
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$184K
|
+$103
|
+6
|
+0.1%
|
|
|
55
|
Platform Technology Partners
New York
|
$182K
|
+$173K
|
+10,088
|
New
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$134K
|
–
|
–
|
–
|
|
|
57
|
EPG Wealth Management
Atlanta,
Georgia
|
$125K
|
+$119K
|
+6,960
|
New
|
|
|
58
|
|
$121K
|
–
|
–
|
–
|
|
|
59
|
|
$73K
|
–
|
–
|
–
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$72K
|
–
|
–
|
–
|
|
|
61
|
Focused Wealth Management
Newburgh,
New York
|
$54K
|
–
|
–
|
–
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$47.7K
|
–
|
–
|
–
|
|
|
63
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$45K
|
–
|
–
|
–
|
|
|
64
|
Next Financial Group
Houston,
Texas
|
$39K
|
+$36.8K
|
+2,143
|
New
|
|
|
65
|
City Holding Co
Charleston,
West Virginia
|
$37K
|
–
|
–
|
–
|
|
|
66
|
Samalin Investment Counsel
Chappaqua,
New York
|
$36K
|
+$34.3K
|
+2,000
|
New
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
68
|
Huntington National Bank
Columbus,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
69
|
AssetMark Inc
Concord,
California
|
$31K
|
+$29.8K
|
+1,738
|
New
|
|
|
70
|
HM Payson & Co
Portland,
Maine
|
$27K
|
–
|
–
|
–
|
|
|
71
|
Parallel Advisors
San Francisco,
California
|
$25K
|
–
|
–
|
–
|
|
|
72
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
73
|
Aspire Private Capital
Cornelius,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
74
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
75
|
Private Capital Group
West Hartford,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
