|
76
|
Tempus Wealth Planning
Irvine,
California
|
$972K
|
+$950K
|
+19,332
|
New
|
|
|
77
|
Privium Fund Management (UK)
London,
United Kingdom
|
$955K
|
+$933K
|
+19,000
|
New
|
|
|
78
|
Mason Investment Advisory Services
Reston,
Virginia
|
$906K
|
-$8.4K
|
-171
|
-0.9%
|
|
|
79
|
CX Institutional
Auburn,
Indiana
|
$899K
|
+$26.9K
|
+547
|
+3%
|
|
|
80
|
Roundview Capital
Princeton,
New Jersey
|
$880K
|
+$861K
|
+17,516
|
New
|
|
|
81
|
Veritable
Wilmington,
Delaware
|
$851K
|
–
|
–
|
–
|
|
|
82
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$740K
|
+$13K
|
+264
|
+2%
|
|
|
83
|
Renaissance Technologies
New York
|
$699K
|
+$683K
|
+13,900
|
New
|
|
|
84
|
Steward Partners Investment Advisory
New York
|
$639K
|
+$3.73K
|
+76
|
+0.6%
|
|
|
85
|
Stifel Financial
St. Louis,
Missouri
|
$629K
|
+$117K
|
+2,381
|
+23%
|
|
|
86
|
HighTower Advisors
Chicago,
Illinois
|
$626K
|
+$607K
|
+12,361
|
New
|
|
|
87
|
|
$598K
|
+$78.6K
|
+1,600
|
+16%
|
|
|
88
|
Litman Gregory Wealth Management
Larkspur,
California
|
$585K
|
–
|
–
|
–
|
|
|
89
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$574K
|
+$561K
|
+11,412
|
New
|
|
|
90
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$544K
|
-$12.4K
|
-253
|
-2%
|
|
|
91
|
Belpointe Asset Management
Reno,
Nevada
|
$491K
|
+$6.19K
|
+126
|
+1%
|
|
|
92
|
Hudock Inc
Williamsport,
Pennsylvania
|
$451K
|
+$319K
|
+6,490
|
+260%
|
|
|
93
|
Flow Traders U.S.
New York
|
$415K
|
-$763K
|
-15,530
|
-65%
|
|
|
94
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$365K
|
+$35.8K
|
+729
|
+11%
|
|
|
95
|
Whittier Trust
South Pasadena,
California
|
$339K
|
+$331K
|
+6,739
|
New
|
|
|
96
|
Ballentine Partners
Waltham,
Massachusetts
|
$328K
|
-$309K
|
-6,289
|
-49%
|
|
|
97
|
Fidelity Investments
Boston,
Massachusetts
|
$321K
|
+$135K
|
+2,738
|
+75%
|
|
|
98
|
William Blair & Company
Chicago,
Illinois
|
$311K
|
+$278K
|
+5,652
|
+1,058%
|
|
|
99
|
SVB Wealth
Boston,
Massachusetts
|
$303K
|
-$69.3K
|
-1,410
|
-19%
|
|
|
100
|
Capital Bank & Trust
Irvine,
California
|
$281K
|
-$8.3K
|
-169
|
-3%
|
|
