|
51
|
Eaton Vance Management
Boston,
Massachusetts
|
$186K
|
–
|
–
|
–
|
|
|
52
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$164K
|
–
|
–
|
–
|
|
|
53
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$164K
|
–
|
–
|
–
|
|
|
54
|
Bank of New York Mellon
New York
|
$163K
|
-$28.9K
|
-2,320
|
-14%
|
|
|
55
|
Cetera Advisors
Denver,
Colorado
|
$162K
|
+$171K
|
+13,725
|
New
|
|
|
56
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$148K
|
+$74.7K
|
+6,000
|
+91%
|
|
|
57
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$145K
|
+$153K
|
+12,296
|
New
|
|
|
58
|
SteelPeak Wealth
Woodland Hills,
California
|
$140K
|
-$63.5K
|
-5,100
|
-30%
|
|
|
59
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$139K
|
–
|
–
|
–
|
|
|
60
|
Raymond James Trust Company of New Hampshire
Portsmouth,
New Hampshire
|
$136K
|
–
|
–
|
–
|
|
|
61
|
J.W. Cole Advisors
Tampa,
Florida
|
$127K
|
–
|
–
|
–
|
|
|
62
|
SeaCrest Wealth Management
Purchase,
New York
|
$95K
|
+$101K
|
+8,083
|
New
|
|
|
63
|
Parallel Advisors
San Francisco,
California
|
$92K
|
-$37.4K
|
-3,000
|
-28%
|
|
|
64
|
Addison Advisors
Middlebury,
Vermont
|
$85K
|
-$33.9K
|
-2,725
|
-27%
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$80K
|
+$84.5K
|
+6,785
|
New
|
|
|
66
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$55K
|
–
|
–
|
–
|
|
|
67
|
Steward Partners Investment Advisory
New York
|
$51K
|
+$53.9K
|
+4,324
|
New
|
|
|
68
|
Montag & Associates
Atlanta,
Georgia
|
$27K
|
+$523
|
+42
|
+2%
|
|
|
69
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$25K
|
–
|
–
|
–
|
|
|
70
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$16.7K
|
+$324
|
+26
|
+2%
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
73
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
+$25
|
+2
|
+0.3%
|
|
|
74
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
75
|
Baystate Wealth Management
Boston,
Massachusetts
|
$6K
|
+$125
|
+10
|
+2%
|
|
