|
51
|
Guggenheim Capital
Chicago,
Illinois
|
$6.83M
|
+$199K
|
+2,453
|
+3%
|
|
|
52
|
Bank of New York Mellon
New York
|
$6.71M
|
-$252K
|
-3,109
|
-3%
|
|
|
53
|
Providence First Trust
Scottsdale,
Arizona
|
$6.66M
|
-$443K
|
-5,458
|
-6%
|
|
|
54
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.18M
|
+$175K
|
+2,158
|
+3%
|
|
|
55
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$6.18M
|
-$1.79M
|
-22,032
|
-21%
|
|
|
56
|
Ameriprise
Minneapolis,
Minnesota
|
$5.88M
|
-$216K
|
-2,661
|
-4%
|
|
|
57
|
WealthShield Partners
Cary,
North Carolina
|
$5.65M
|
-$1.62M
|
-19,954
|
-21%
|
|
|
58
|
Agilis Partners
Waltham,
Massachusetts
|
$5.6M
|
+$3.94M
|
+48,575
|
+174%
|
|
|
59
|
GeoWealth Management
Chicago,
Illinois
|
$5.09M
|
-$1.08M
|
-13,305
|
-16%
|
|
|
60
|
Ledge Wealth Management
Sartell,
Minnesota
|
$4.76M
|
+$7.79K
|
+96
|
+0.1%
|
|
|
61
|
|
$4.51M
|
-$32.7K
|
-403
|
-0.7%
|
|
|
62
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$4.45M
|
+$4.93M
|
+60,786
|
New
|
|
|
63
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.43M
|
–
|
–
|
–
|
|
|
64
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.39M
|
–
|
–
|
–
|
|
|
65
|
SEI Investments
Oaks,
Pennsylvania
|
$4.38M
|
-$3.41M
|
-42,077
|
-41%
|
|
|
66
|
American Trust
Lexington,
Kentucky
|
$4.32M
|
-$2.61M
|
-32,143
|
-35%
|
|
|
67
|
UBP Investment Advisors
Geneva,
Switzerland
|
$4.27M
|
-$922K
|
-11,371
|
-16%
|
|
|
68
|
Rakuten Investment Management
Tokyo,
Japan
|
$4.19M
|
+$154K
|
+1,900
|
+3%
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
$3.85M
|
+$835K
|
+10,295
|
+24%
|
|
|
70
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$3.76M
|
+$103K
|
+1,269
|
+3%
|
|
|
71
|
Checchi Capital Advisers
Beverly Hills,
California
|
$3.71M
|
-$715K
|
-8,815
|
-15%
|
|
|
72
|
Davenport & Co
Richmond,
Virginia
|
$3.67M
|
-$942K
|
-11,617
|
-19%
|
|
|
73
|
|
$3.58M
|
-$1.71M
|
-21,127
|
-30%
|
|
|
74
|
Glovista Investments
Jersey City,
New Jersey
|
$3.54M
|
+$3.92M
|
+48,353
|
New
|
|
|
75
|
Insight Wealth Strategies
San Ramon,
California
|
$3.53M
|
–
|
–
|
–
|
|
