|
101
|
Venturi Wealth Management
Austin,
Texas
|
$1.16M
|
+$1.3M
|
+27,500
|
New
|
|
|
102
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.11M
|
–
|
–
|
–
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$1.08M
|
+$26.5K
|
+560
|
+2%
|
|
|
104
|
Synovus Financial
Columbus,
Georgia
|
$1.08M
|
+$1.22M
|
+25,730
|
New
|
|
|
105
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.06M
|
-$4.62M
|
-97,755
|
-79%
|
|
|
106
|
Patten Group
Chattanooga,
Tennessee
|
$1.06M
|
+$159K
|
+3,360
|
+15%
|
|
|
107
|
WMS Partners
Towson,
Maryland
|
$1.04M
|
-$40.4K
|
-855
|
-3%
|
|
|
108
|
Snowden Capital Advisors
New York
|
$1.03M
|
+$145K
|
+3,060
|
+14%
|
|
|
109
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.02M
|
-$6.74M
|
-142,450
|
-85%
|
|
|
110
|
Raymond James Trust
St. Petersburg,
Florida
|
$964K
|
+$48.9K
|
+1,035
|
+5%
|
|
|
111
|
EP Wealth Advisors
Torrance,
California
|
$955K
|
-$142K
|
-3,000
|
-12%
|
|
|
112
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$954K
|
+$506K
|
+10,710
|
+89%
|
|
|
113
|
|
$946K
|
+$30.5K
|
+645
|
+3%
|
|
|
114
|
Westwind Capital
Las Cruces,
New Mexico
|
$939K
|
+$6.38K
|
+135
|
+0.6%
|
|
|
115
|
Fidelity Investments
Boston,
Massachusetts
|
$912K
|
+$140K
|
+2,970
|
+16%
|
|
|
116
|
Barclays
London,
United Kingdom
|
$905K
|
+$256K
|
+5,420
|
+34%
|
|
|
117
|
IFG Advisory
Atlanta,
Georgia
|
$903K
|
+$262K
|
+5,550
|
+35%
|
|
|
118
|
PVG Asset Management
Golden,
Colorado
|
$900K
|
+$1.01M
|
+21,405
|
New
|
|
|
119
|
Vicus Capital
State College,
Pennsylvania
|
$891K
|
+$12.3K
|
+260
|
+1%
|
|
|
120
|
Prudential Financial
Newark,
New Jersey
|
$884K
|
+$604K
|
+12,770
|
+155%
|
|
|
121
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$873K
|
+$618K
|
+13,060
|
+170%
|
|
|
122
|
|
$872K
|
-$628K
|
-13,290
|
-39%
|
|
|
123
|
Genesee Capital Advisors
Auburn,
New York
|
$866K
|
+$7.33K
|
+155
|
+0.8%
|
|
|
124
|
HSBC Holdings
London,
United Kingdom
|
$831K
|
–
|
–
|
–
|
|
|
125
|
Belpointe Asset Management
Reno,
Nevada
|
$821K
|
+$654K
|
+13,825
|
+242%
|
|
