|
51
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.56M
|
-$38.6K
|
-1,290
|
-2%
|
|
|
52
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.55M
|
+$225K
|
+7,510
|
+17%
|
|
|
53
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$1.24M
|
-$141K
|
-4,700
|
-10%
|
|
|
54
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.21M
|
+$1.17M
|
+38,970
|
New
|
|
|
55
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.2M
|
-$49.4K
|
-1,650
|
-4%
|
|
|
56
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.2M
|
-$5.99K
|
-200
|
-0.5%
|
|
|
57
|
Walker Asset Management
Verona,
Missouri
|
$1.18M
|
+$1.15M
|
+38,380
|
New
|
|
|
58
|
Matrix Private Capital Group
New York
|
$1.16M
|
-$121K
|
-4,060
|
-10%
|
|
|
59
|
&Partners
Nashville,
Tennessee
|
$1.03M
|
-$37.4K
|
-1,250
|
-4%
|
|
|
60
|
Kalos Management
Alpharetta,
Georgia
|
$1M
|
+$1.07M
|
+35,860
|
New
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$937K
|
-$16.8K
|
-560
|
-2%
|
|
|
62
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$934K
|
+$58.1K
|
+1,940
|
+7%
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$934K
|
+$623K
|
+20,830
|
+216%
|
|
|
64
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$933K
|
+$16.8K
|
+560
|
+2%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$919K
|
+$28.4K
|
+950
|
+3%
|
|
|
66
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$916K
|
+$9.58K
|
+320
|
+1%
|
|
|
67
|
CRA Financial Services
Northfield,
New Jersey
|
$894K
|
+$599
|
+20
|
+0.1%
|
|
|
68
|
UMB Bank
Kansas City,
Missouri
|
$889K
|
–
|
–
|
–
|
|
|
69
|
Occidental Asset Management
Burlingame,
California
|
$876K
|
-$41K
|
-1,370
|
-5%
|
|
|
70
|
Oppenheimer & Co
New York
|
$838K
|
+$181K
|
+6,040
|
+28%
|
|
|
71
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$799K
|
+$14.1K
|
+470
|
+2%
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$707K
|
-$344K
|
-11,490
|
-33%
|
|
|
73
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$694K
|
+$678K
|
+22,640
|
New
|
|
|
74
|
|
$692K
|
+$676K
|
+22,600
|
New
|
|
|
75
|
Lido Advisors
Los Angeles,
California
|
$689K
|
+$4.49K
|
+150
|
+0.7%
|
|
