|
51
|
CPWM LLC
Seattle,
Washington
|
$183K
|
–
|
–
|
–
|
|
|
52
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$181K
|
–
|
–
|
–
|
|
|
53
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$172K
|
–
|
–
|
–
|
|
|
54
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$172K
|
–
|
–
|
–
|
|
|
55
|
Avantax Advisory Services
Dallas,
Texas
|
$167K
|
+$21.9K
|
+1,755
|
+15%
|
|
|
56
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$153K
|
+$12K
|
+960
|
+8%
|
|
|
57
|
Synovus Financial
Columbus,
Georgia
|
$142K
|
–
|
–
|
–
|
|
|
58
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$139K
|
+$142K
|
+11,346
|
New
|
|
|
59
|
IHT Wealth Management
Chicago,
Illinois
|
$134K
|
–
|
–
|
–
|
|
|
60
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$86K
|
–
|
–
|
–
|
|
|
61
|
Private Trust Company
Cleveland,
Ohio
|
$81K
|
+$82.5K
|
+6,600
|
New
|
|
|
62
|
Steward Partners Investment Advisory
New York
|
$74K
|
+$15K
|
+1,200
|
+25%
|
|
|
63
|
Montag & Associates
Atlanta,
Georgia
|
$60K
|
–
|
–
|
–
|
|
|
64
|
Harbour Investments
Madison,
Wisconsin
|
$40K
|
+$40.4K
|
+3,232
|
New
|
|
|
65
|
Accel Wealth Management
Waverly,
Iowa
|
$36K
|
–
|
–
|
–
|
|
|
66
|
Optimum Investment Advisors
Chicago,
Illinois
|
$33K
|
–
|
–
|
–
|
|
|
67
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$19K
|
–
|
–
|
–
|
|
|
68
|
Caldwell Trust
Venice,
Florida
|
$18.4K
|
-$56.3K
|
-4,500
|
-75%
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$18K
|
–
|
–
|
–
|
|
|
70
|
Addison Advisors
Middlebury,
Vermont
|
$15K
|
-$41.7K
|
-3,333
|
-73%
|
|
|
71
|
IFP Advisors
Tampa,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
72
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7K
|
–
|
–
|
–
|
|
|
73
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
74
|
Axim Planning & Wealth
Springboro,
Ohio
|
$4K
|
+$3.61K
|
+289
|
New
|
|
|
75
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3K
|
–
|
–
|
–
|
|
