|
51
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$276K
|
–
|
–
|
–
|
|
|
52
|
WealthTrust Fairport
Cleveland,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
53
|
Catawba Capital Management
Roanoke,
Virginia
|
$233K
|
–
|
–
|
–
|
|
|
54
|
Concert Wealth Management
San Jose,
California
|
$218K
|
–
|
–
|
–
|
|
|
55
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$213K
|
-$140K
|
-3,948
|
-40%
|
|
|
56
|
Mosaic Financial Partners
San Francisco,
California
|
$212K
|
-$5.68K
|
-160
|
-3%
|
|
|
57
|
HSBC Holdings
London,
United Kingdom
|
$205K
|
+$199K
|
+5,600
|
New
|
|
|
58
|
Manchester Capital Management
Manchester,
Vermont
|
$183K
|
–
|
–
|
–
|
|
|
59
|
New England Securities
New York
|
$110K
|
–
|
–
|
–
|
|
|
60
|
Howe & Rusling
Rochester,
New York
|
$110K
|
+$107K
|
+3,010
|
New
|
|
|
61
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$97K
|
–
|
–
|
–
|
|
|
62
|
Wealthcare Capital Management
Richmond,
Virginia
|
$92K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$88K
|
–
|
–
|
–
|
|
|
64
|
|
$84K
|
–
|
–
|
–
|
|
|
65
|
First City Capital Management
Savannah,
Georgia
|
$80.4K
|
–
|
–
|
–
|
|
|
66
|
Blume Capital Management
Berkeley,
California
|
$71K
|
+$12.4K
|
+350
|
+22%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$58K
|
–
|
–
|
–
|
|
|
68
|
MSI Financial Services
Springfield,
Massachusetts
|
$52K
|
–
|
–
|
–
|
|
|
69
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$51K
|
–
|
–
|
–
|
|
|
70
|
|
$44K
|
–
|
–
|
–
|
|
|
71
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$39K
|
+$27.4K
|
+772
|
+257%
|
|
|
72
|
Focused Wealth Management
Newburgh,
New York
|
$37K
|
+$71
|
+2
|
+0.2%
|
|
|
73
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$31K
|
–
|
–
|
–
|
|
|
74
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.6K
|
+$14.2K
|
+400
|
New
|
|
|
75
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.41K
|
+$8.17K
|
+230
|
New
|
|
