|
51
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$189K
|
+$191K
|
+4,056
|
New
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$185K
|
–
|
–
|
–
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$163K
|
-$13.4K
|
-285
|
-8%
|
|
|
54
|
Bessemer Group
Woodbridge,
New Jersey
|
$140K
|
–
|
–
|
–
|
|
|
55
|
Franklin Resources
San Mateo,
California
|
$119K
|
–
|
–
|
–
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$87K
|
-$706
|
-15
|
-0.8%
|
|
|
57
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$68K
|
–
|
–
|
–
|
|
|
58
|
CVA Family Office
Denver,
Colorado
|
$63K
|
–
|
–
|
–
|
|
|
59
|
Toth Financial Advisory
Leesburg,
Virginia
|
$49K
|
–
|
–
|
–
|
|
|
60
|
Versant Capital Management
Phoenix,
Arizona
|
$45K
|
+$35.3K
|
+750
|
+333%
|
|
|
61
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$44K
|
–
|
–
|
–
|
|
|
62
|
Private Capital Group
West Hartford,
Connecticut
|
$42K
|
–
|
–
|
–
|
|
|
63
|
Addison Advisors
Middlebury,
Vermont
|
$41K
|
–
|
–
|
–
|
|
|
64
|
Sterling Financial Planning
Sparta,
New Jersey
|
$37K
|
–
|
–
|
–
|
|
|
65
|
FourThought Financial
Venice,
Florida
|
$34K
|
-$1.84K
|
-39
|
-5%
|
|
|
66
|
Biltmore Family Office
Charlotte,
North Carolina
|
$34K
|
–
|
–
|
–
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$29K
|
-$150K
|
-3,186
|
-85%
|
|
|
68
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$28K
|
–
|
–
|
–
|
|
|
69
|
Optimum Investment Advisors
Chicago,
Illinois
|
$28K
|
–
|
–
|
–
|
|
|
70
|
Parallel Advisors
San Francisco,
California
|
$24K
|
-$19.5K
|
-414
|
-44%
|
|
|
71
|
Clean Yield Group
Norwich,
Vermont
|
$21K
|
–
|
–
|
–
|
|
|
72
|
Private Ocean
San Rafael,
California
|
$21K
|
–
|
–
|
–
|
|
|
73
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
74
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
75
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$15K
|
-$19.6K
|
-417
|
-57%
|
|
