|
26
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$311K
|
–
|
–
|
–
|
|
|
27
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$304K
|
-$2.9K
|
-49
|
-0.9%
|
|
|
28
|
Colorado Capital Management
Boulder,
Colorado
|
$286K
|
–
|
–
|
–
|
|
|
29
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$269K
|
–
|
–
|
–
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$257K
|
-$11.8K
|
-199
|
-4%
|
|
|
31
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$252K
|
+$267K
|
+4,500
|
New
|
|
|
32
|
Certuity
North Palm Beach,
Florida
|
$244K
|
–
|
–
|
–
|
|
|
33
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$224K
|
-$210K
|
-3,548
|
-47%
|
|
|
34
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$202K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$201K
|
–
|
–
|
–
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$200K
|
+$770
|
+13
|
+0.4%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$118K
|
–
|
–
|
–
|
|
|
38
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$108K
|
–
|
–
|
–
|
|
|
39
|
Y.D. More Investments
Ramat Gan,
Israel
|
$68.4K
|
+$72.3K
|
+1,220
|
New
|
|
|
40
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$68.3K
|
-$12.3K
|
-207
|
-15%
|
|
|
41
|
Franklin Resources
San Mateo,
California
|
$56K
|
–
|
–
|
–
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$49.2K
|
–
|
–
|
–
|
|
|
43
|
Spire Wealth Management
Mclean,
Virginia
|
$34K
|
–
|
–
|
–
|
|
|
44
|
West Branch Capital
Amherst,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
45
|
Blue Trust Inc
Alpharetta,
Georgia
|
$25K
|
–
|
–
|
–
|
|
|
46
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$23.3K
|
+$23.7K
|
+400
|
New
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
$18.8K
|
+$711
|
+12
|
+4%
|
|
|
48
|
Solstein Capital
Menlo Park,
California
|
$18.8K
|
–
|
–
|
–
|
|
|
49
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
50
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$16.8K
|
+$5.93K
|
+100
|
+50%
|
|
