|
51
|
NWAM LLC
Mercer Island,
Washington
|
$514K
|
+$518K
|
+9,018
|
New
|
|
|
52
|
Perigon Wealth Management
San Francisco,
California
|
$484K
|
+$161K
|
+2,799
|
+49%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$482K
|
-$517
|
-9
|
-0.1%
|
|
|
54
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$466K
|
+$142K
|
+2,477
|
+43%
|
|
|
55
|
Koshinski Asset Management
Decatur,
Illinois
|
$453K
|
-$46.3K
|
-806
|
-9%
|
|
|
56
|
Raymond James Trust
St. Petersburg,
Florida
|
$431K
|
-$15.1K
|
-262
|
-3%
|
|
|
57
|
Park Avenue Securities
New York
|
$381K
|
-$31.5K
|
-549
|
-8%
|
|
|
58
|
Regency Capital Management
Honolulu,
Hawaii
|
$364K
|
+$367K
|
+6,390
|
New
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$304K
|
+$307K
|
+5,335
|
New
|
|
|
60
|
Farr Miller & Washington
Washington,
District of Columbia
|
$292K
|
+$294K
|
+5,121
|
New
|
|
|
61
|
Howard Financial Services
Dallas,
Texas
|
$287K
|
-$38K
|
-662
|
-12%
|
|
|
62
|
Brighton Jones LLC
Seattle,
Washington
|
$279K
|
–
|
–
|
–
|
|
|
63
|
Tiedemann Advisors
New York
|
$252K
|
+$35.9K
|
+624
|
+16%
|
|
|
64
|
NewEdge Advisors
New Orleans,
Louisiana
|
$236K
|
–
|
–
|
–
|
|
|
65
|
Huntington National Bank
Columbus,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
66
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$228K
|
-$43.4K
|
-755
|
-16%
|
|
|
67
|
International Assets Investment Management
Orlando,
Florida
|
$207K
|
–
|
–
|
–
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$205K
|
+$126K
|
+2,186
|
+156%
|
|
|
69
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$141K
|
+$139K
|
+2,421
|
+4,323%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$138K
|
-$7.07K
|
-123
|
-5%
|
|
|
71
|
Spire Wealth Management
Mclean,
Virginia
|
$134K
|
+$135K
|
+2,357
|
New
|
|
|
72
|
Choate Investment Advisors
Boston,
Massachusetts
|
$122K
|
+$123K
|
+2,149
|
New
|
|
|
73
|
Tompkins Financial
Ithaca,
New York
|
$105K
|
–
|
–
|
–
|
|
|
74
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$97K
|
+$98K
|
+1,705
|
New
|
|
|
75
|
Global Retirement Partners
San Rafael,
California
|
$81K
|
-$4.19K
|
-73
|
-5%
|
|
