|
76
|
|
$1.23M
|
–
|
–
|
–
|
|
|
77
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.23M
|
+$1.25M
|
+49,619
|
New
|
|
|
78
|
Mercer Global Advisors
Denver,
Colorado
|
$1.22M
|
+$411K
|
+16,374
|
+50%
|
|
|
79
|
American Portfolios Advisors
Holbrook,
New York
|
$1.21M
|
+$98.5K
|
+3,925
|
+9%
|
|
|
80
|
NovaPoint Capital
Atlanta,
Georgia
|
$1.21M
|
+$479K
|
+19,089
|
+64%
|
|
|
81
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.19M
|
+$1.2M
|
+47,950
|
New
|
|
|
82
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$1.1M
|
-$44.4K
|
-1,769
|
-4%
|
|
|
83
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.08M
|
+$1.1M
|
+43,762
|
New
|
|
|
84
|
Citadel Advisors
Miami,
Florida
|
$1.08M
|
+$1.09M
|
+43,537
|
New
|
|
|
85
|
Quest Capital Management
Dallas,
Texas
|
$1.02M
|
+$167K
|
+6,644
|
+19%
|
|
|
86
|
Harvey Capital Management
Palm Beach,
Florida
|
$977K
|
-$110K
|
-4,400
|
-10%
|
|
|
87
|
Bank of New York Mellon
New York
|
$968K
|
+$94.3K
|
+3,756
|
+11%
|
|
|
88
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$964K
|
+$6.9K
|
+275
|
+0.7%
|
|
|
89
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$935K
|
+$947K
|
+37,736
|
New
|
|
|
90
|
Archford Capital Strategies
Swansea,
Illinois
|
$927K
|
+$134K
|
+5,338
|
+17%
|
|
|
91
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$891K
|
–
|
–
|
–
|
|
|
92
|
Cetera Advisors
Denver,
Colorado
|
$838K
|
–
|
–
|
–
|
|
|
93
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$808K
|
+$83.4K
|
+3,322
|
+11%
|
|
|
94
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$785K
|
-$143K
|
-5,700
|
-15%
|
|
|
95
|
WJ Wealth Management
Glendale,
Arizona
|
$739K
|
-$92.4K
|
-3,680
|
-11%
|
|
|
96
|
Stokes Family Office
New Orleans,
Louisiana
|
$731K
|
–
|
–
|
–
|
|
|
97
|
WealthOne
Albany,
New York
|
$629K
|
+$276
|
+11
|
+0%
|
|
|
98
|
MONECO Advisors
Fairfield,
Connecticut
|
$624K
|
+$632K
|
+25,186
|
New
|
|
|
99
|
Vivaldi Capital Management
Chicago,
Illinois
|
$550K
|
-$46.9K
|
-1,870
|
-8%
|
|
|
100
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$548K
|
+$555K
|
+22,120
|
New
|
|
