|
51
|
Beacon Pointe Advisors
Newport Beach,
California
|
$255K
|
–
|
–
|
–
|
|
|
52
|
Yoder Wealth Management
Walnut Creek,
California
|
$254K
|
+$5.64K
|
+123
|
+2%
|
|
|
53
|
PFG Investments
Woodbury,
New York
|
$247K
|
+$20.6K
|
+450
|
+9%
|
|
|
54
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$246K
|
+$241K
|
+5,266
|
New
|
|
|
55
|
Wharton Business Group
Malvern,
Pennsylvania
|
$244K
|
–
|
–
|
–
|
|
|
56
|
Millennium Management
New York
|
$241K
|
+$237K
|
+5,170
|
New
|
|
|
57
|
|
$236K
|
+$231K
|
+5,046
|
New
|
|
|
58
|
Corient Private Wealth
Miami,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$198K
|
–
|
–
|
–
|
|
|
60
|
Spire Wealth Management
Mclean,
Virginia
|
$176K
|
-$21.6K
|
-472
|
-11%
|
|
|
61
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$155K
|
+$152K
|
+3,313
|
New
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$143K
|
+$20K
|
+436
|
+17%
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$133K
|
–
|
–
|
–
|
|
|
64
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$118K
|
-$4.58K
|
-100
|
-4%
|
|
|
65
|
Comerica Bank
Dallas,
Texas
|
$111K
|
–
|
–
|
–
|
|
|
66
|
Geneos Wealth Management
Englewood,
Colorado
|
$101K
|
–
|
–
|
–
|
|
|
67
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$60.9K
|
–
|
–
|
–
|
|
|
68
|
Toth Financial Advisory
Leesburg,
Virginia
|
$54.6K
|
–
|
–
|
–
|
|
|
69
|
|
$51.8K
|
+$50.9K
|
+1,110
|
New
|
|
|
70
|
CVA Family Office
Denver,
Colorado
|
$51.6K
|
–
|
–
|
–
|
|
|
71
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$43K
|
+$42.2K
|
+921
|
New
|
|
|
72
|
Addison Advisors
Middlebury,
Vermont
|
$40.9K
|
–
|
–
|
–
|
|
|
73
|
Biltmore Family Office
Charlotte,
North Carolina
|
$34.3K
|
–
|
–
|
–
|
|
|
74
|
Optimum Investment Advisors
Chicago,
Illinois
|
$28K
|
–
|
–
|
–
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.5K
|
–
|
–
|
–
|
|
