|
51
|
WMS Partners
Towson,
Maryland
|
$251K
|
+$237K
|
+7,000
|
New
|
|
|
52
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$221K
|
+$206K
|
+6,085
|
New
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$201K
|
+$189K
|
+5,594
|
New
|
|
|
54
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$166K
|
–
|
–
|
–
|
|
|
55
|
Element Wealth
Ridgeland,
Mississippi
|
$146K
|
+$541
|
+16
|
+0.4%
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$133K
|
+$50.4K
|
+1,493
|
+67%
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$93K
|
–
|
–
|
–
|
|
|
58
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$88K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$87.9K
|
+$40.5K
|
+1,200
|
+96%
|
|
|
60
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$82.6K
|
–
|
–
|
–
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$35.9K
|
–
|
–
|
–
|
|
|
62
|
William Blair & Company
Chicago,
Illinois
|
$34.7K
|
–
|
–
|
–
|
|
|
63
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$29K
|
+$203
|
+6
|
+0.7%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$28.7K
|
–
|
–
|
–
|
|
|
65
|
First Horizon Advisors
Memphis,
Tennessee
|
$14.7K
|
–
|
–
|
–
|
|
|
66
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$9.68K
|
–
|
–
|
–
|
|
|
67
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.17K
|
+$6.76K
|
+200
|
New
|
|
|
68
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Huntington National Bank
Columbus,
Ohio
|
$72
|
–
|
–
|
–
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
$5
|
+$4.63K
|
+137
|
New
|
|
|
71
|
Bank of New York Mellon
New York
|
–
|
-$496K
|
-16,351
|
Closed
|
|
|
72
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$376K
|
-12,417
|
Closed
|
|
|
73
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$203K
|
-6,695
|
Closed
|
|
|
74
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
–
|
-$55K
|
-1,820
|
Closed
|
|
|
75
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$51K
|
-1,700
|
Closed
|
|
