|
51
|
HSBC Holdings
London,
United Kingdom
|
$7.72M
|
-$8.16M
|
-162,507
|
-52%
|
|
|
52
|
Vontobel Holding
Zurich,
Switzerland
|
$7.6M
|
+$7.53M
|
+150,000
|
New
|
|
|
53
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$7.5M
|
-$1.68M
|
-33,519
|
-18%
|
|
|
54
|
Simplicity Wealth
Summit,
New Jersey
|
$7.19M
|
+$1.55M
|
+30,840
|
+28%
|
|
|
55
|
1900 Wealth Management
San Antonio,
Texas
|
$7.03M
|
+$51.8K
|
+1,032
|
+0.7%
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$6.63M
|
+$289K
|
+5,752
|
+5%
|
|
|
57
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$6.59M
|
–
|
–
|
–
|
|
|
58
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$5.85M
|
+$729K
|
+14,516
|
+14%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.51M
|
+$278K
|
+5,535
|
+5%
|
|
|
60
|
Merit Financial Group
Alpharetta,
Georgia
|
$5.18M
|
+$456K
|
+9,074
|
+10%
|
|
|
61
|
Arden Trust
Wilmington,
Delaware
|
$4.7M
|
+$338K
|
+6,737
|
+8%
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$4.67M
|
+$276K
|
+5,485
|
+6%
|
|
|
63
|
Tolleson Wealth Management
Dallas,
Texas
|
$4.64M
|
-$300K
|
-5,972
|
-6%
|
|
|
64
|
Baker Avenue Asset Management
San Francisco,
California
|
$4.58M
|
+$4.48M
|
+89,105
|
+6,365%
|
|
|
65
|
BlueCrest Capital Management
St Helier,
Jersey
|
$4.54M
|
+$4.5M
|
+89,629
|
New
|
|
|
66
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.36M
|
+$704K
|
+14,021
|
+19%
|
|
|
67
|
Aire Advisors
Beverly Hills,
California
|
$4.15M
|
+$1.2M
|
+23,882
|
+41%
|
|
|
68
|
US Financial Advisors
Braintree,
Massachusetts
|
$4M
|
+$196K
|
+3,900
|
+5%
|
|
|
69
|
Aveo Capital Partners
Englewood,
Colorado
|
$3.85M
|
+$3.82M
|
+76,059
|
New
|
|
|
70
|
ClearBridge Investments
New York
|
$3.64M
|
-$1.15M
|
-22,841
|
-24%
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.53M
|
+$477K
|
+9,498
|
+16%
|
|
|
72
|
Trivant Custom Portfolio Group
San Diego,
California
|
$3.39M
|
+$3.36M
|
+66,979
|
New
|
|
|
73
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$3.35M
|
+$27.2K
|
+542
|
+0.8%
|
|
|
74
|
Columbus Macro
New Castle,
Pennsylvania
|
$3.13M
|
+$329K
|
+6,552
|
+12%
|
|
|
75
|
Beaumont Capital Management
Boston,
Massachusetts
|
$3M
|
+$2.98M
|
+59,250
|
New
|
|
