|
151
|
9258 Wealth Management
Blue Ash,
Ohio
|
$101K
|
–
|
–
|
–
|
|
|
152
|
Ballentine Partners
Waltham,
Massachusetts
|
$100K
|
–
|
–
|
–
|
|
|
153
|
Bessemer Group
Woodbridge,
New Jersey
|
$100K
|
+$7.79K
|
+1,402
|
+9%
|
|
|
154
|
D.A. Davidson & Co
Great Falls,
Montana
|
$98K
|
–
|
–
|
–
|
|
|
155
|
Personal CFO Solutions
Chester,
New Jersey
|
$94K
|
+$1.97K
|
+354
|
+2%
|
|
|
156
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$94K
|
+$5.05K
|
+910
|
+6%
|
|
|
157
|
TD Private Client Wealth
New York
|
$87.1K
|
-$205
|
-37
|
-0.3%
|
|
|
158
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$86K
|
–
|
–
|
–
|
|
|
159
|
XTX Topco
George Town,
Cayman Islands
|
$85K
|
+$79.3K
|
+14,285
|
New
|
|
|
160
|
Boston Common Asset Management
Boston,
Massachusetts
|
$84K
|
-$167
|
-30
|
-0.2%
|
|
|
161
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$84K
|
+$1.73K
|
+312
|
+2%
|
|
|
162
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$84K
|
+$7.65K
|
+1,377
|
+11%
|
|
|
163
|
Private Capital Group
West Hartford,
Connecticut
|
$79K
|
+$1.19K
|
+215
|
+2%
|
|
|
164
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77K
|
-$1.63K
|
-293
|
-2%
|
|
|
165
|
Mission Wealth Management
Santa Barbara,
California
|
$74K
|
-$11.2K
|
-2,025
|
-14%
|
|
|
166
|
Kestra Private Wealth Services
Austin,
Texas
|
$74K
|
+$7.87K
|
+1,417
|
+13%
|
|
|
167
|
Lindbrook Capital
Calabasas,
California
|
$72K
|
-$1.25K
|
-226
|
-2%
|
|
|
168
|
KeyBank National Association
Cleveland,
Ohio
|
$71K
|
–
|
–
|
–
|
|
|
169
|
Curated Wealth Partners
El Segundo,
California
|
$69K
|
–
|
–
|
–
|
|
|
170
|
GSA Capital Partners
London,
United Kingdom
|
$68K
|
+$63.8K
|
+11,486
|
New
|
|
|
171
|
|
$67K
|
-$42.7K
|
-7,685
|
-40%
|
|
|
172
|
Beam Wealth Advisors
Covington,
Louisiana
|
$67K
|
+$63K
|
+11,348
|
New
|
|
|
173
|
WP Advisors
San Francisco,
California
|
$66K
|
–
|
–
|
–
|
|
|
174
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$64K
|
+$117
|
+21
|
+0.2%
|
|
|
175
|
Wealth Alliance
Mellville,
New York
|
$64K
|
+$59.8K
|
+10,770
|
New
|
|
