|
51
|
55I LLC
Boston,
Massachusetts
|
$518K
|
+$165K
|
+3,885
|
+41%
|
|
|
52
|
Washington Trust
Westerly,
Rhode Island
|
$490K
|
-$364K
|
-8,573
|
-40%
|
|
|
53
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$478K
|
+$145K
|
+3,410
|
+38%
|
|
|
54
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$442K
|
+$487K
|
+11,490
|
New
|
|
|
55
|
Cetera Advisors
Denver,
Colorado
|
$420K
|
-$138K
|
-3,255
|
-23%
|
|
|
56
|
Regal Investment Advisors
Kentwood,
Michigan
|
$388K
|
-$156K
|
-3,680
|
-27%
|
|
|
57
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$368K
|
+$406K
|
+9,576
|
New
|
|
|
58
|
Ascent Group
Virginia Beach,
Virginia
|
$357K
|
+$397K
|
+9,372
|
New
|
|
|
59
|
MML Investors Services
Springfield,
Massachusetts
|
$290K
|
+$320K
|
+7,548
|
New
|
|
|
60
|
Destiny Wealth Partners
Tavares,
Florida
|
$273K
|
-$36.3K
|
-857
|
-11%
|
|
|
61
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$266K
|
-$5.05K
|
-119
|
-2%
|
|
|
62
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$259K
|
+$50K
|
+1,178
|
+21%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$230K
|
-$1.03M
|
-24,283
|
-80%
|
|
|
64
|
Kestra Advisory Services
Austin,
Texas
|
$219K
|
-$9.08K
|
-214
|
-4%
|
|
|
65
|
|
$206K
|
+$228K
|
+5,367
|
New
|
|
|
66
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$203K
|
+$225K
|
+5,295
|
New
|
|
|
67
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$184K
|
–
|
–
|
–
|
|
|
68
|
Steward Partners Investment Advisory
New York
|
$140K
|
-$93.7K
|
-2,210
|
-38%
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$140K
|
-$19.2K
|
-453
|
-11%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$123K
|
+$136K
|
+3,201
|
New
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$113K
|
-$27K
|
-636
|
-18%
|
|
|
72
|
Aspire Private Capital
Cornelius,
North Carolina
|
$111K
|
+$26.1K
|
+616
|
+27%
|
|
|
73
|
Asset Dedication LLC
San Francisco,
California
|
$104K
|
–
|
–
|
–
|
|
|
74
|
Selective Wealth Management
Forest,
Virginia
|
$84K
|
-$16.8K
|
-396
|
-15%
|
|
|
75
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$79K
|
-$24.3K
|
-572
|
-22%
|
|
