|
51
|
Credit Suisse
Zurich,
Switzerland
|
$459K
|
+$416K
|
+3,198
|
New
|
|
|
52
|
Summit Financial Strategies
Columbus,
Ohio
|
$453K
|
-$115K
|
-885
|
-22%
|
|
|
53
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$453K
|
–
|
–
|
–
|
|
|
54
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$450K
|
+$409K
|
+3,140
|
New
|
|
|
55
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$430K
|
–
|
–
|
–
|
|
|
56
|
Cresset Asset Management
Chicago,
Illinois
|
$430K
|
–
|
–
|
–
|
|
|
57
|
CreativeOne Wealth
Overland Park,
Kansas
|
$426K
|
+$1.43K
|
+11
|
+0.4%
|
|
|
58
|
Cerity Partners OCIO
New York
|
$405K
|
+$6.51K
|
+50
|
+2%
|
|
|
59
|
Navigation Wealth Management
Fort Collins,
Colorado
|
$355K
|
+$322K
|
+2,476
|
New
|
|
|
60
|
C2C Wealth Management
Scottsdale,
Arizona
|
$347K
|
+$315K
|
+2,423
|
New
|
|
|
61
|
Weaver Consulting Group
Huntington Beach,
California
|
$337K
|
+$306K
|
+2,350
|
New
|
|
|
62
|
Westwood Wealth Management
Los Angeles,
California
|
$336K
|
+$305K
|
+2,340
|
New
|
|
|
63
|
Brookstone Capital Management
Wheaton,
Illinois
|
$291K
|
-$33.1K
|
-254
|
-11%
|
|
|
64
|
Trinity Legacy Partners
Houston,
Texas
|
$285K
|
+$258K
|
+1,986
|
New
|
|
|
65
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$272K
|
-$26K
|
-200
|
-10%
|
|
|
66
|
AE Wealth Management
Topeka,
Kansas
|
$265K
|
+$241K
|
+1,848
|
New
|
|
|
67
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$250K
|
–
|
–
|
–
|
|
|
68
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$247K
|
-$117K
|
-896
|
-34%
|
|
|
69
|
Wells Fargo
San Francisco,
California
|
$219K
|
-$42.2K
|
-324
|
-17%
|
|
|
70
|
Raymond James & Associates
St Petersburg,
Florida
|
$219K
|
+$199K
|
+1,526
|
New
|
|
|
71
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$218K
|
+$198K
|
+1,518
|
New
|
|
|
72
|
TAP Consulting
Kirkwood,
Missouri
|
$176K
|
+$160K
|
+1,226
|
New
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$172K
|
+$156K
|
+1,200
|
New
|
|
|
74
|
Neo Ivy Capital Management
New York
|
$151K
|
-$137K
|
-1,050
|
-50%
|
|
|
75
|
Barclays
London,
United Kingdom
|
$120K
|
+$33.1K
|
+254
|
+44%
|
|
