|
51
|
Whittier Trust
South Pasadena,
California
|
$481K
|
–
|
–
|
–
|
|
|
52
|
Isthmus Partners
Madison,
Wisconsin
|
$441K
|
–
|
–
|
–
|
|
|
53
|
Fiduciary Alliance
Greenville,
South Carolina
|
$438K
|
+$420K
|
+11,747
|
New
|
|
|
54
|
Platform Technology Partners
New York
|
$416K
|
+$200K
|
+5,589
|
+86%
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$415K
|
+$71.9K
|
+2,011
|
+20%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$395K
|
-$81.5K
|
-2,280
|
-17%
|
|
|
57
|
Garde Capital
Seattle,
Washington
|
$392K
|
-$184K
|
-5,137
|
-31%
|
|
|
58
|
Evolve Private Wealth
Los Angeles,
California
|
$388K
|
+$403K
|
+11,274
|
New
|
|
|
59
|
Lazard Asset Management
New York
|
$378K
|
-$299K
|
-8,376
|
-43%
|
|
|
60
|
|
$372K
|
–
|
–
|
–
|
|
|
61
|
Ignite Planners
San Clemente,
California
|
$349K
|
+$18.7K
|
+523
|
+5%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$339K
|
+$352K
|
+9,843
|
New
|
|
|
63
|
MGO One Seven
Beachwood,
Ohio
|
$335K
|
+$348K
|
+9,725
|
New
|
|
|
64
|
Focus Partners Wealth
Boston,
Massachusetts
|
$313K
|
-$38.2K
|
-1,069
|
-11%
|
|
|
65
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$313K
|
+$325K
|
+9,097
|
New
|
|
|
66
|
Continuum Advisory
Eagle,
Idaho
|
$290K
|
+$301K
|
+8,418
|
New
|
|
|
67
|
Fidelis Capital Partners
Tampa,
Florida
|
$289K
|
+$12.5K
|
+350
|
+4%
|
|
|
68
|
Advisory Alpha
Holland,
Michigan
|
$286K
|
-$85K
|
-2,380
|
-22%
|
|
|
69
|
Sidoxia Capital Management
Newport Beach,
California
|
$271K
|
+$282K
|
+7,882
|
New
|
|
|
70
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$267K
|
+$277K
|
+7,743
|
New
|
|
|
71
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$266K
|
+$276K
|
+7,715
|
New
|
|
|
72
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$262K
|
+$272K
|
+7,621
|
New
|
|
|
73
|
Brighton Jones LLC
Seattle,
Washington
|
$249K
|
+$258K
|
+7,220
|
New
|
|
|
74
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$240K
|
+$249K
|
+6,965
|
New
|
|
|
75
|
Argyle Capital Partners
Los Angeles,
California
|
$234K
|
+$24.7K
|
+690
|
+11%
|
|
