|
51
|
Balentine LLC
Atlanta,
Georgia
|
$172K
|
+$171K
|
+6,503
|
New
|
|
|
52
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$165K
|
+$164K
|
+6,250
|
New
|
|
|
53
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$160K
|
–
|
–
|
–
|
|
|
54
|
Osaic Holdings
Scottsdale,
Arizona
|
$160K
|
+$159K
|
+6,048
|
New
|
|
|
55
|
UBS Group
Zurich,
Switzerland
|
$139K
|
-$404K
|
-15,371
|
-75%
|
|
|
56
|
First Command Advisory Services
Fort Worth,
Texas
|
$134K
|
+$134K
|
+5,086
|
New
|
|
|
57
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$109K
|
+$108K
|
+4,104
|
New
|
|
|
58
|
BOK Financial Private Wealth
Denver,
Colorado
|
$90.5K
|
-$53.6K
|
-2,040
|
-37%
|
|
|
59
|
Morse Asset Management
Darien,
Connecticut
|
$62.2K
|
+$394
|
+15
|
+0.6%
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$58.3K
|
+$58K
|
+2,205
|
New
|
|
|
61
|
D.J. St. Germain
Springfield,
Massachusetts
|
$38.7K
|
+$38.5K
|
+1,465
|
New
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$27.8K
|
–
|
–
|
–
|
|
|
63
|
Farther Finance Advisors
San Francisco,
California
|
$4.92K
|
+$4.89K
|
+186
|
New
|
|
|
64
|
Center for Financial Planning
Southfied,
Michigan
|
$1.08K
|
–
|
–
|
–
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$642K
|
-24,583
|
Closed
|
|
|
66
|
Wells Fargo
San Francisco,
California
|
–
|
-$450K
|
-17,242
|
Closed
|
|
|
67
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$417K
|
-15,993
|
Closed
|
|
|
68
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
–
|
-$317K
|
-12,163
|
Closed
|
|
|
69
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$275K
|
-10,551
|
Closed
|
|
|
70
|
|
–
|
-$201K
|
-7,716
|
Closed
|
|
