|
101
|
Nelson Capital Management
Menlo Park,
California
|
$17.2M
|
+$379K
|
+2,982
|
+2%
|
|
|
102
|
|
$17.2M
|
-$1.02M
|
-8,053
|
-6%
|
|
|
103
|
Wharton Business Group
Malvern,
Pennsylvania
|
$16.6M
|
–
|
–
|
–
|
|
|
104
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$16.6M
|
+$9.44M
|
+74,253
|
+153%
|
|
|
105
|
Corient Private Wealth
Miami,
Florida
|
$16.6M
|
-$877K
|
-6,903
|
-5%
|
|
|
106
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$16M
|
+$1.16M
|
+9,104
|
+8%
|
|
|
107
|
Greenland Capital Management
New York
|
$15.9M
|
+$14.9M
|
+117,574
|
New
|
|
|
108
|
Phoenix Financial
Givatayim,
Israel
|
$15.7M
|
+$859K
|
+6,759
|
+6%
|
|
|
109
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$15.7M
|
+$14.7M
|
+115,650
|
New
|
|
|
110
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$15.5M
|
-$83.3K
|
-655
|
-0.6%
|
|
|
111
|
Fidelity Investments
Boston,
Massachusetts
|
$15.3M
|
+$1.49M
|
+11,737
|
+12%
|
|
|
112
|
Bellwether Advisors
Lincoln,
Nebraska
|
$14.7M
|
-$6.27M
|
-49,306
|
-31%
|
|
|
113
|
Park Avenue Securities
New York
|
$14.7M
|
+$624K
|
+4,912
|
+5%
|
|
|
114
|
Creative Planning
Overland Park,
Kansas
|
$14.6M
|
+$275K
|
+2,163
|
+2%
|
|
|
115
|
IMZ Advisory
Boca Raton,
Florida
|
$14.5M
|
-$868K
|
-6,827
|
-6%
|
|
|
116
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$14.2M
|
+$13.3M
|
+104,507
|
New
|
|
|
117
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14M
|
-$77.4K
|
-609
|
-0.6%
|
|
|
118
|
MAI Capital Management
Independence,
Ohio
|
$13.5M
|
-$280K
|
-2,202
|
-2%
|
|
|
119
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$13.2M
|
+$11.9M
|
+93,693
|
+2,527%
|
|
|
120
|
Graham Capital Management
Rowayton,
Connecticut
|
$13M
|
+$12.2M
|
+96,000
|
New
|
|
|
121
|
Round Rock Advisors
Wilton,
Connecticut
|
$13M
|
+$52.4K
|
+412
|
+0.4%
|
|
|
122
|
Capital Investment Advisors
Atlanta,
Georgia
|
$13M
|
-$291K
|
-2,293
|
-2%
|
|
|
123
|
Kestra Advisory Services
Austin,
Texas
|
$12.6M
|
+$75K
|
+590
|
+0.6%
|
|
|
124
|
Krilogy Financial
St. Louis,
Missouri
|
$12.4M
|
+$984K
|
+7,739
|
+9%
|
|
|
125
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.3M
|
-$291K
|
-2,289
|
-2%
|
|
