|
51
|
Epic Trust Investment Advisors
Richland,
Washington
|
$349K
|
+$340K
|
+2,913
|
New
|
|
|
52
|
CreativeOne Wealth
Overland Park,
Kansas
|
$337K
|
-$18.7K
|
-160
|
-5%
|
|
|
53
|
|
$318K
|
+$309K
|
+2,651
|
New
|
|
|
54
|
Trinity Legacy Partners
Houston,
Texas
|
$306K
|
+$66.5K
|
+570
|
+29%
|
|
|
55
|
Cerity Partners OCIO
New York
|
$297K
|
-$39.8K
|
-341
|
-12%
|
|
|
56
|
Weaver Consulting Group
Huntington Beach,
California
|
$281K
|
-$233
|
-2
|
-0.1%
|
|
|
57
|
Paragon Advisors
College Station,
Texas
|
$270K
|
+$262K
|
+2,250
|
New
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$256K
|
-$144K
|
-1,234
|
-37%
|
|
|
59
|
Neo Ivy Capital Management
New York
|
$252K
|
+$122K
|
+1,050
|
+100%
|
|
|
60
|
Credit Suisse
Zurich,
Switzerland
|
$242K
|
-$138K
|
-1,182
|
-37%
|
|
|
61
|
626 Financial
Portage,
Michigan
|
$240K
|
-$146K
|
-1,250
|
-38%
|
|
|
62
|
Integrated Advisors Network
Dallas,
Texas
|
$233K
|
+$227K
|
+1,946
|
New
|
|
|
63
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$219K
|
-$8.75K
|
-75
|
-4%
|
|
|
64
|
Parallax Volatility Advisers
San Francisco,
California
|
$206K
|
+$200K
|
+1,716
|
New
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144K
|
–
|
–
|
–
|
|
|
66
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$138K
|
-$68.8K
|
-590
|
-34%
|
|
|
67
|
Barclays
London,
United Kingdom
|
$131K
|
+$30.8K
|
+264
|
+32%
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$124K
|
-$57.5K
|
-493
|
-32%
|
|
|
69
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$102K
|
+$98.9K
|
+848
|
New
|
|
|
70
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$69K
|
–
|
–
|
–
|
|
|
71
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$66K
|
+$64.1K
|
+550
|
New
|
|
|
72
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$55K
|
+$53.8K
|
+461
|
New
|
|
|
73
|
Huntington National Bank
Columbus,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
74
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$52.5K
|
+$35.7K
|
+306
|
+232%
|
|
|
75
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$51K
|
+$5.36K
|
+46
|
+12%
|
|
