|
51
|
First American Trust
Santa Ana,
California
|
$353K
|
+$368K
|
+6,183
|
New
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$352K
|
+$367K
|
+6,164
|
New
|
|
|
53
|
MONECO Advisors
Fairfield,
Connecticut
|
$344K
|
–
|
–
|
–
|
|
|
54
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$344K
|
+$359K
|
+6,027
|
New
|
|
|
55
|
Edge Capital Group
Atlanta,
Georgia
|
$344K
|
+$359K
|
+6,032
|
New
|
|
|
56
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$332K
|
+$346K
|
+5,814
|
New
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$313K
|
+$326K
|
+5,486
|
New
|
|
|
58
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$308K
|
+$321K
|
+5,389
|
New
|
|
|
59
|
Osaic Holdings
Scottsdale,
Arizona
|
$301K
|
-$59
|
-1
|
-0%
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$275K
|
+$141K
|
+2,369
|
+96%
|
|
|
61
|
Royal Harbor Partners
Houston,
Texas
|
$268K
|
+$1.37K
|
+23
|
+0.5%
|
|
|
62
|
Geode Capital Management
Boston,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
63
|
Bank of New York Mellon
New York
|
$241K
|
–
|
–
|
–
|
|
|
64
|
IHT Wealth Management
Chicago,
Illinois
|
$219K
|
+$228K
|
+3,840
|
New
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$218K
|
-$20.3K
|
-341
|
-8%
|
|
|
66
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$216K
|
–
|
–
|
–
|
|
|
67
|
United Capital Financial Advisors
Irving,
Texas
|
$212K
|
+$221K
|
+3,714
|
New
|
|
|
68
|
Oxler Private Wealth
Rye Brook,
New York
|
$205K
|
–
|
–
|
–
|
|
|
69
|
Fidelity Investments
Boston,
Massachusetts
|
$179K
|
+$41.2K
|
+693
|
+28%
|
|
|
70
|
Brown Brothers Harriman & Co
New York
|
$174K
|
–
|
–
|
–
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$138K
|
-$36.9K
|
-620
|
-20%
|
|
|
72
|
Huntington National Bank
Columbus,
Ohio
|
$127K
|
–
|
–
|
–
|
|
|
73
|
Oxford Financial Group
Carmel,
Indiana
|
$127K
|
+$132K
|
+2,222
|
New
|
|
|
74
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$74K
|
-$32.8K
|
-551
|
-30%
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$66K
|
-$28K
|
-471
|
-29%
|
|
