|
51
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$617K
|
+$626K
|
+2,857
|
New
|
|
|
52
|
Freedom Investment Management
Hartford,
Connecticut
|
$600K
|
+$101K
|
+463
|
+20%
|
|
|
53
|
Bank of New York Mellon
New York
|
$600K
|
–
|
–
|
–
|
|
|
54
|
Kings Path Partners
Sugar Land,
Texas
|
$568K
|
-$55K
|
-251
|
-9%
|
|
|
55
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$542K
|
–
|
–
|
–
|
|
|
56
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$517K
|
+$1.31K
|
+6
|
+0.3%
|
|
|
57
|
Tower Research Capital (TRC)
New York
|
$470K
|
+$279K
|
+1,276
|
+141%
|
|
|
58
|
Choate Investment Advisors
Boston,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
59
|
Essex Savings Bank
Essex,
Connecticut
|
$442K
|
+$448K
|
+2,045
|
New
|
|
|
60
|
Orca Investment Management
Roseburg,
Oregon
|
$413K
|
–
|
–
|
–
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$412K
|
+$98.1K
|
+448
|
+31%
|
|
|
62
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$391K
|
–
|
–
|
–
|
|
|
63
|
|
$377K
|
+$383K
|
+1,748
|
New
|
|
|
64
|
Wealth Architects
Mountain View,
California
|
$364K
|
-$1.31K
|
-6
|
-0.4%
|
|
|
65
|
|
$346K
|
-$44.7K
|
-204
|
-11%
|
|
|
66
|
BOK Financial
Tulsa,
Oklahoma
|
$321K
|
–
|
–
|
–
|
|
|
67
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$320K
|
–
|
–
|
–
|
|
|
68
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$295K
|
–
|
–
|
–
|
|
|
69
|
M&T Bank
Buffalo,
New York
|
$279K
|
-$20.4K
|
-93
|
-7%
|
|
|
70
|
Two Sigma Securities
New York
|
$269K
|
+$273K
|
+1,246
|
New
|
|
|
71
|
Empire Financial Management Company
New York
|
$261K
|
-$48.2K
|
-220
|
-15%
|
|
|
72
|
Axxcess Wealth Management
Carlsbad,
California
|
$254K
|
–
|
–
|
–
|
|
|
73
|
Colonial River Investments
Midlothian,
Virginia
|
$254K
|
–
|
–
|
–
|
|
|
74
|
L & S Advisors
Los Angeles,
California
|
$243K
|
-$35.7K
|
-163
|
-13%
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
$205K
|
–
|
–
|
–
|
|
