|
51
|
Vident Advisory
Alpharetta,
Georgia
|
$270K
|
-$278K
|
-5,885
|
-52%
|
|
|
52
|
Mariner
Overland Park,
Kansas
|
$261K
|
+$8.82K
|
+187
|
+4%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$255K
|
–
|
–
|
–
|
|
|
54
|
Bank of New York Mellon
New York
|
$248K
|
–
|
–
|
–
|
|
|
55
|
PFG Advisors
Phoenix,
Arizona
|
$232K
|
-$35K
|
-742
|
-14%
|
|
|
56
|
Envestnet Asset Management
Chicago,
Illinois
|
$232K
|
-$2.26K
|
-48
|
-1%
|
|
|
57
|
Magnus Financial Group
New York
|
$231K
|
–
|
–
|
–
|
|
|
58
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$213K
|
+$200K
|
+4,244
|
New
|
|
|
59
|
One Wealth Advisors
San Francisco,
California
|
$207K
|
+$195K
|
+4,131
|
New
|
|
|
60
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$207K
|
+$194K
|
+4,120
|
New
|
|
|
61
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$205K
|
–
|
–
|
–
|
|
|
62
|
Jordan Park Group
San Francisco,
California
|
$201K
|
+$189K
|
+4,015
|
New
|
|
|
63
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$201K
|
+$189K
|
+4,000
|
New
|
|
|
64
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$200K
|
–
|
–
|
–
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$187K
|
-$8.3K
|
-176
|
-5%
|
|
|
66
|
Fidelity Investments
Boston,
Massachusetts
|
$143K
|
-$36.5K
|
-773
|
-21%
|
|
|
67
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$112K
|
-$72.2K
|
-1,531
|
-41%
|
|
|
68
|
Farther Finance Advisors
San Francisco,
California
|
$70.6K
|
-$424
|
-9
|
-0.6%
|
|
|
69
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$67.7K
|
-$186K
|
-3,950
|
-75%
|
|
|
70
|
Mather Group
Chicago,
Illinois
|
$66.5K
|
+$62.5K
|
+1,325
|
New
|
|
|
71
|
Kelleher Financial Advisors
New York
|
$62K
|
+$29.1K
|
+618
|
+100%
|
|
|
72
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$56.7K
|
–
|
–
|
–
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$54.3K
|
+$51.1K
|
+1,083
|
New
|
|
|
74
|
Forum Finance Group
Geneva,
|
$52K
|
–
|
–
|
–
|
|
|
75
|
EPG Wealth Management
Atlanta,
Georgia
|
$47K
|
–
|
–
|
–
|
|
