|
51
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$23K
|
–
|
–
|
–
|
|
|
52
|
Next Capital Management
New York
|
$21K
|
–
|
–
|
–
|
|
|
53
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$17K
|
–
|
–
|
–
|
|
|
54
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$16K
|
+$16.1K
|
+725
|
New
|
|
|
55
|
Rockefeller Capital Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
56
|
IFP Advisors
Tampa,
Florida
|
$9K
|
-$22.6K
|
-1,014
|
-72%
|
|
|
57
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
58
|
|
$7K
|
-$1.27K
|
-57
|
-16%
|
|
|
59
|
WhitTier Trust Company
Reno,
Nevada
|
$6K
|
–
|
–
|
–
|
|
|
60
|
1 North Wealth Services
Annapolis,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
61
|
Omnia Family Wealth
Aventura,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
62
|
Private Capital Group
West Hartford,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
63
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$5K
|
+$4.58K
|
+206
|
New
|
|
|
64
|
|
$4K
|
–
|
–
|
–
|
|
|
65
|
Pathstone Family Office
Englewood,
New Jersey
|
$4K
|
+$4.09K
|
+184
|
New
|
|
|
66
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2K
|
-$1.38K
|
-62
|
-44%
|
|
|
68
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
69
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
71
|
Community Bank
Dewitt,
New York
|
$1K
|
–
|
–
|
–
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
75
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
+$1.36K
|
+61
|
New
|
|
