|
51
|
Collective Family Office
York,
Pennsylvania
|
$1.01M
|
-$3.13M
|
-120,235
|
-75%
|
|
|
52
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$965K
|
-$12.8K
|
-492
|
-1%
|
|
|
53
|
|
$901K
|
-$1.43M
|
-54,863
|
-61%
|
|
|
54
|
HM Payson & Co
Portland,
Maine
|
$850K
|
-$520K
|
-20,000
|
-37%
|
|
|
55
|
Perigon Wealth Management
San Francisco,
California
|
$829K
|
+$26.7K
|
+1,028
|
+3%
|
|
|
56
|
Financial Advocates Investment Management
Olympia,
Washington
|
$810K
|
-$3.33K
|
-128
|
-0.4%
|
|
|
57
|
Bank of New York Mellon
New York
|
$776K
|
-$65.8M
|
-2,529,756
|
-99%
|
|
|
58
|
Leavell Investment Management
Mobile,
Alabama
|
$694K
|
+$265K
|
+10,191
|
+59%
|
|
|
59
|
Focus Financial Network
Minneapolis,
Minnesota
|
$688K
|
+$23.6K
|
+907
|
+3%
|
|
|
60
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$669K
|
–
|
–
|
–
|
|
|
61
|
|
$633K
|
-$2.43M
|
-93,667
|
-79%
|
|
|
62
|
RFG Advisory
Birmingham,
Alabama
|
$610K
|
-$494
|
-19
|
-0.1%
|
|
|
63
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$593K
|
+$49.5K
|
+1,905
|
+9%
|
|
|
64
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$575K
|
+$89K
|
+3,423
|
+18%
|
|
|
65
|
AE Wealth Management
Topeka,
Kansas
|
$567K
|
+$105K
|
+4,030
|
+22%
|
|
|
66
|
Vontobel Holding
Zurich,
Switzerland
|
$543K
|
+$557K
|
+21,444
|
New
|
|
|
67
|
GeoWealth Management
Chicago,
Illinois
|
$525K
|
-$127K
|
-4,894
|
-19%
|
|
|
68
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$524K
|
+$65.7K
|
+2,527
|
+14%
|
|
|
69
|
Next Financial Group
Houston,
Texas
|
$506K
|
+$520K
|
+20,015
|
New
|
|
|
70
|
Veery Capital
Wilmington,
Delaware
|
$437K
|
+$1.38K
|
+53
|
+0.3%
|
|
|
71
|
Geneos Wealth Management
Englewood,
Colorado
|
$378K
|
+$388K
|
+14,929
|
New
|
|
|
72
|
Intrust Bank
Wichita,
Kansas
|
$370K
|
–
|
–
|
–
|
|
|
73
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$351K
|
–
|
–
|
–
|
|
|
74
|
Aveo Capital Partners
Englewood,
Colorado
|
$351K
|
+$23.8K
|
+914
|
+7%
|
|
|
75
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$329K
|
-$49.4K
|
-1,900
|
-13%
|
|
