|
51
|
Valued Retirements
Houston,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
52
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$998K
|
-$91.3K
|
-1,289
|
-8%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$898K
|
+$17.9K
|
+253
|
+2%
|
|
|
54
|
Parsons Capital Management
Providence,
Rhode Island
|
$845K
|
-$7.08K
|
-100
|
-0.8%
|
|
|
55
|
Sentinel Trust
Houston,
Texas
|
$827K
|
-$921
|
-13
|
-0.1%
|
|
|
56
|
Natixis Advisors
Boston,
Massachusetts
|
$819K
|
+$849K
|
+11,986
|
New
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$761K
|
+$310K
|
+4,376
|
+65%
|
|
|
58
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$753K
|
+$171K
|
+2,417
|
+28%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$720K
|
-$71.2K
|
-1,006
|
-9%
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$699K
|
-$190K
|
-2,687
|
-21%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$698K
|
-$299K
|
-4,224
|
-29%
|
|
|
62
|
Cedar Wealth Management
Walnut Creek,
California
|
$681K
|
–
|
–
|
–
|
|
|
63
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$679K
|
+$703K
|
+9,927
|
New
|
|
|
64
|
EP Wealth Advisors
Torrance,
California
|
$673K
|
-$735K
|
-10,373
|
-51%
|
|
|
65
|
|
$669K
|
+$314K
|
+4,437
|
+83%
|
|
|
66
|
Citadel Advisors
Miami,
Florida
|
$657K
|
+$680K
|
+9,608
|
New
|
|
|
67
|
Addison Advisors
Middlebury,
Vermont
|
$652K
|
–
|
–
|
–
|
|
|
68
|
Horizon Family Wealth
Chicago,
Illinois
|
$646K
|
-$44.5K
|
-629
|
-6%
|
|
|
69
|
Two Sigma Investments
New York
|
$629K
|
-$1.72M
|
-24,300
|
-73%
|
|
|
70
|
Pacific Sun Financial
Los Angeles,
California
|
$622K
|
–
|
–
|
–
|
|
|
71
|
Flow Traders U.S.
New York
|
$584K
|
+$605K
|
+8,543
|
New
|
|
|
72
|
Firestone Capital Management
Coral Gables,
Florida
|
$558K
|
–
|
–
|
–
|
|
|
73
|
M. Kraus & Co
Shelburne,
Vermont
|
$547K
|
-$70.8K
|
-1,000
|
-11%
|
|
|
74
|
Kestra Advisory Services
Austin,
Texas
|
$523K
|
-$45.7K
|
-645
|
-8%
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
$518K
|
-$274K
|
-3,873
|
-34%
|
|
