|
76
|
PGIM Custom Harvest
Newark,
New Jersey
|
$897K
|
+$134K
|
+5,410
|
+19%
|
|
|
77
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$833K
|
–
|
–
|
–
|
|
|
78
|
Finley Financial
Las Vegas,
Nevada
|
$822K
|
-$43.5K
|
-1,750
|
-5%
|
|
|
79
|
The Family Firm
Bethesda,
Maryland
|
$798K
|
+$11.7K
|
+471
|
+2%
|
|
|
80
|
Renaissance Technologies
New York
|
$778K
|
+$738K
|
+29,700
|
New
|
|
|
81
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$774K
|
-$415K
|
-16,707
|
-36%
|
|
|
82
|
Corient Private Wealth
Miami,
Florida
|
$769K
|
-$858K
|
-34,535
|
-54%
|
|
|
83
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$714K
|
-$243K
|
-9,780
|
-26%
|
|
|
84
|
Summit Financial
Parsippany,
New Jersey
|
$711K
|
+$675K
|
+27,136
|
New
|
|
|
85
|
Merit Financial Group
Alpharetta,
Georgia
|
$701K
|
-$214K
|
-8,626
|
-24%
|
|
|
86
|
Prudential Financial
Newark,
New Jersey
|
$695K
|
+$659K
|
+26,500
|
New
|
|
|
87
|
Y-Intercept (HK)
Hong Kong
|
$639K
|
+$607K
|
+24,399
|
New
|
|
|
88
|
CIBC World Market
Toronto,
Ontario, Canada
|
$633K
|
+$254K
|
+10,207
|
+73%
|
|
|
89
|
Stifel Financial
St. Louis,
Missouri
|
$632K
|
-$8.43K
|
-339
|
-1%
|
|
|
90
|
GeoWealth Management
Chicago,
Illinois
|
$610K
|
+$221K
|
+8,884
|
+62%
|
|
|
91
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$607K
|
+$1.19K
|
+48
|
+0.2%
|
|
|
92
|
Jones Financial Companies
Des Peres,
Missouri
|
$548K
|
+$122K
|
+4,889
|
+30%
|
|
|
93
|
Hilltop Holdings
Dallas,
Texas
|
$545K
|
+$517K
|
+20,799
|
New
|
|
|
94
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$541K
|
-$478K
|
-19,230
|
-48%
|
|
|
95
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$524K
|
–
|
–
|
–
|
|
|
96
|
Park Avenue Securities
New York
|
$499K
|
-$131K
|
-5,282
|
-22%
|
|
|
97
|
Global Retirement Partners
San Rafael,
California
|
$478K
|
+$453K
|
+18,222
|
New
|
|
|
98
|
Private Advisor Group
Morristown,
New Jersey
|
$469K
|
-$1.14M
|
-45,905
|
-72%
|
|
|
99
|
Oppenheimer & Co
New York
|
$438K
|
+$415K
|
+16,701
|
New
|
|
|
100
|
Synergy Asset Management
Vancouver,
Washington
|
$433K
|
-$136K
|
-5,479
|
-25%
|
|
