|
51
|
Choate Investment Advisors
Boston,
Massachusetts
|
$356K
|
+$79.6K
|
+500
|
+31%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$337K
|
–
|
–
|
–
|
|
|
53
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$329K
|
-$15.9K
|
-100
|
-5%
|
|
|
54
|
Orca Investment Management
Roseburg,
Oregon
|
$328K
|
–
|
–
|
–
|
|
|
55
|
Bessemer Group
Woodbridge,
New Jersey
|
$320K
|
–
|
–
|
–
|
|
|
56
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$320K
|
+$1.1M
|
+6,923
|
+659%
|
|
|
57
|
Lido Advisors
Los Angeles,
California
|
$312K
|
–
|
–
|
–
|
|
|
58
|
Empire Financial Management Company
New York
|
$279K
|
-$31.7K
|
-199
|
-11%
|
|
|
59
|
Savant Capital
Rockford,
Illinois
|
$269K
|
–
|
–
|
–
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$246K
|
–
|
–
|
–
|
|
|
61
|
Country Trust Bank
Bloomington,
Illinois
|
$203K
|
+$195K
|
+1,222
|
New
|
|
|
62
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$202K
|
-$83.5K
|
-524
|
-30%
|
|
|
63
|
William Blair & Company
Chicago,
Illinois
|
$171K
|
-$7.49K
|
-47
|
-4%
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$155K
|
+$146K
|
+917
|
New
|
|
|
65
|
Garde Capital
Seattle,
Washington
|
$125K
|
–
|
–
|
–
|
|
|
66
|
CNB Bank
Clearfield,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
67
|
Annapolis Financial Services
Annapolis,
Maryland
|
$103K
|
+$97.3K
|
+611
|
New
|
|
|
68
|
|
$102K
|
–
|
–
|
–
|
|
|
69
|
Versant Capital Management
Phoenix,
Arizona
|
$101K
|
–
|
–
|
–
|
|
|
70
|
West Paces Advisors
Atlanta,
Georgia
|
$81.9K
|
–
|
–
|
–
|
|
|
71
|
PSI Advisors
Tampa,
Florida
|
$56.1K
|
+$159
|
+1
|
+0.3%
|
|
|
72
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
–
|
–
|
–
|
|
|
73
|
Fidelity Investments
Boston,
Massachusetts
|
$33.9K
|
–
|
–
|
–
|
|
|
74
|
Pin Oak Investment Advisors
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
75
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$4.38K
|
+$4.14K
|
+26
|
New
|
|
