|
201
|
Fusion Family Wealth
Woodbury,
New York
|
$52K
|
+$54.4K
|
+513
|
New
|
|
|
202
|
Joel Isaacson & Co
New York
|
$43K
|
–
|
–
|
–
|
|
|
203
|
AssetMark Inc
Concord,
California
|
$33K
|
–
|
–
|
–
|
|
|
204
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$32K
|
+$13.9K
|
+131
|
+80%
|
|
|
205
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
206
|
Cutler Group
San Francisco,
California
|
$24K
|
-$409K
|
-3,861
|
-95%
|
|
|
207
|
Nomura Asset Management
Tokyo,
Japan
|
$23K
|
+$22.3K
|
+210
|
New
|
|
|
208
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$15K
|
-$3.71K
|
-35
|
-18%
|
|
|
209
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$15K
|
+$2.97K
|
+28
|
+25%
|
|
|
210
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
-$31.2K
|
-294
|
-70%
|
|
|
211
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13K
|
+$2.65K
|
+25
|
+26%
|
|
|
212
|
Proficio Capital Partners
Newton,
Massachusetts
|
$13K
|
+$4.45K
|
+42
|
+57%
|
|
|
213
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$11.4K
|
+$11.1K
|
+105
|
New
|
|
|
214
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
215
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7K
|
+$530
|
+5
|
+8%
|
|
|
216
|
LBA Wealth Management
Jacksonville,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
217
|
Acadian Asset Management
Boston,
Massachusetts
|
$5K
|
-$5.51K
|
-52
|
-51%
|
|
|
218
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$5K
|
+$424
|
+4
|
+11%
|
|
|
219
|
Omnia Family Wealth
Aventura,
Florida
|
$4K
|
+$3.5K
|
+33
|
New
|
|
|
220
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
221
|
Point72 Hong Kong
Hong Kong
|
$2K
|
+$2.01K
|
+19
|
New
|
|
|
222
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
+$2.33K
|
+22
|
New
|
|
|
223
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$1K
|
–
|
–
|
–
|
|
|
224
|
Dupont Capital Management
Wilmington,
Delaware
|
–
|
-$4.48M
|
-41,016
|
Closed
|
|
|
225
|
Tyrian Investments
New York
|
–
|
-$3.87M
|
-35,456
|
Closed
|
|
