|
51
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$172K
|
–
|
–
|
–
|
|
|
52
|
Private Trust Company
Cleveland,
Ohio
|
$89.9K
|
+$83.1K
|
+2,092
|
New
|
|
|
53
|
Farther Finance Advisors
San Francisco,
California
|
$85.3K
|
-$7.95K
|
-200
|
-9%
|
|
|
54
|
SOA Wealth Advisors
New York
|
$80.7K
|
–
|
–
|
–
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$68.6K
|
+$318
|
+8
|
+0.5%
|
|
|
56
|
North Star Investment Management
Chicago,
Illinois
|
$55.8K
|
+$31.8K
|
+800
|
+160%
|
|
|
57
|
Colonial Trust
Spartanburg,
South Carolina
|
$29.5K
|
–
|
–
|
–
|
|
|
58
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$25.8K
|
+$23.8K
|
+600
|
New
|
|
|
59
|
Brown Brothers Harriman & Co
New York
|
$25.3K
|
–
|
–
|
–
|
|
|
60
|
Arax Advisory Partners
Denver,
Colorado
|
$24.9K
|
+$3.97K
|
+100
|
+21%
|
|
|
61
|
CoreCap Advisors
Southfield,
Michigan
|
$21.5K
|
–
|
–
|
–
|
|
|
62
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$21.5K
|
–
|
–
|
–
|
|
|
63
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$21.5K
|
+$19.9K
|
+500
|
New
|
|
|
64
|
Community Financial Services Group
Newport,
Vermont
|
$17.2K
|
–
|
–
|
–
|
|
|
65
|
McDonald Partners
Cleveland,
Ohio
|
$12.8K
|
+$11.8K
|
+297
|
New
|
|
|
66
|
Spire Wealth Management
Mclean,
Virginia
|
$10.1K
|
–
|
–
|
–
|
|
|
67
|
Physician Wealth Advisors
Midvale,
Utah
|
$9.96K
|
–
|
–
|
–
|
|
|
68
|
Hara Capital
Bellevue,
Washington
|
$8.59K
|
-$153K
|
-3,856
|
-95%
|
|
|
69
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$8.59K
|
–
|
–
|
–
|
|
|
70
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$7.9K
|
-$19.7K
|
-495
|
-73%
|
|
|
71
|
Investors Research Corp
Atlanta,
Georgia
|
$6.44K
|
–
|
–
|
–
|
|
|
72
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.22K
|
–
|
–
|
–
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$2.93K
|
+$2.7K
|
+68
|
New
|
|
|
74
|
LifeSteps Financial
Claremont,
California
|
$2.15K
|
+$1.99K
|
+50
|
New
|
|
|
75
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.38K
|
+$1.27K
|
+32
|
New
|
|
