|
76
|
Wealth & Pension Services Group
Atlanta,
Georgia
|
$643K
|
+$68K
|
+1,411
|
+12%
|
|
|
77
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
$636K
|
-$125K
|
-2,600
|
-16%
|
|
|
78
|
Versant Capital Management
Phoenix,
Arizona
|
$611K
|
–
|
–
|
–
|
|
|
79
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$563K
|
+$565K
|
+11,741
|
New
|
|
|
80
|
RWA Wealth Partners
Newton,
Massachusetts
|
$559K
|
-$478K
|
-9,928
|
-46%
|
|
|
81
|
Financial Life Advisors
San Antonio,
Texas
|
$559K
|
-$11.5K
|
-238
|
-2%
|
|
|
82
|
Aveo Capital Partners
Englewood,
Colorado
|
$536K
|
+$182K
|
+3,781
|
+46%
|
|
|
83
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$499K
|
+$27.6K
|
+574
|
+6%
|
|
|
84
|
Pure Financial Advisors
San Diego,
California
|
$496K
|
+$498K
|
+10,332
|
New
|
|
|
85
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$482K
|
-$311K
|
-6,450
|
-39%
|
|
|
86
|
Advisory Research
Chicago,
Illinois
|
$481K
|
+$483K
|
+10,019
|
New
|
|
|
87
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$468K
|
–
|
–
|
–
|
|
|
88
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$454K
|
+$456K
|
+9,468
|
New
|
|
|
89
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$443K
|
+$445K
|
+9,237
|
New
|
|
|
90
|
Evanson Asset Management
Carmel,
California
|
$442K
|
–
|
–
|
–
|
|
|
91
|
Makena Capital Management
Menlo Park,
California
|
$430K
|
-$37.8K
|
-785
|
-8%
|
|
|
92
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$422K
|
+$13.8K
|
+287
|
+3%
|
|
|
93
|
Whittier Trust
South Pasadena,
California
|
$412K
|
–
|
–
|
–
|
|
|
94
|
Karpus Investment Management
Pittsford,
New York
|
$412K
|
+$86.7K
|
+1,800
|
+26%
|
|
|
95
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$411K
|
+$412K
|
+8,564
|
New
|
|
|
96
|
Fidelity Investments
Boston,
Massachusetts
|
$378K
|
+$30.9K
|
+642
|
+9%
|
|
|
97
|
Round Table Services
Westfield,
New Jersey
|
$377K
|
-$1.79M
|
-37,250
|
-83%
|
|
|
98
|
Veritable
Wilmington,
Delaware
|
$361K
|
–
|
–
|
–
|
|
|
99
|
Mutual Advisors
Omaha,
Nebraska
|
$360K
|
+$361K
|
+7,503
|
New
|
|
|
100
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$357K
|
+$62.6K
|
+1,300
|
+21%
|
|
