|
51
|
Redmond Asset Management
Henrico,
Virginia
|
$309K
|
+$78.9K
|
+3,843
|
+34%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$273K
|
+$78.2K
|
+3,811
|
+40%
|
|
|
53
|
UBS Group
Zurich,
Switzerland
|
$273K
|
+$57.9K
|
+2,821
|
+27%
|
|
|
54
|
International Assets Investment Management
Orlando,
Florida
|
$271K
|
–
|
–
|
–
|
|
|
55
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$266K
|
-$67.9K
|
-3,308
|
-20%
|
|
|
56
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$256K
|
+$18.5K
|
+900
|
+8%
|
|
|
57
|
MAI Capital Management
Independence,
Ohio
|
$247K
|
+$109K
|
+5,291
|
+78%
|
|
|
58
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$237K
|
–
|
–
|
–
|
|
|
59
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$231K
|
+$232K
|
+11,286
|
New
|
|
|
60
|
Davis Capital Management
Jacksonville,
Florida
|
$187K
|
+$48.8K
|
+2,378
|
+35%
|
|
|
61
|
Wells Fargo
San Francisco,
California
|
$120K
|
+$121K
|
+5,874
|
New
|
|
|
62
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$96.9K
|
–
|
–
|
–
|
|
|
63
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$54K
|
–
|
–
|
–
|
|
|
64
|
IMA Advisory Services
Denver,
Colorado
|
$30.7K
|
+$30.8K
|
+1,500
|
New
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$21.8K
|
+$21.8K
|
+1,063
|
New
|
|
|
66
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
67
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$10.3K
|
+$10.3K
|
+502
|
New
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$9.21K
|
–
|
–
|
–
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
$5.22K
|
+$5.23K
|
+255
|
New
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$4.73K
|
+$4.74K
|
+231
|
New
|
|
|
71
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.05K
|
–
|
–
|
–
|
|
|
72
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$2.93M
|
-142,737
|
Closed
|
|
|
73
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$1.44M
|
-70,144
|
Closed
|
|
|
74
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
–
|
-$763K
|
-37,206
|
Closed
|
|
|
75
|
|
–
|
-$367K
|
-17,885
|
Closed
|
|
