|
51
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$386K
|
–
|
–
|
–
|
|
|
52
|
Focus Partners Wealth
Boston,
Massachusetts
|
$375K
|
–
|
–
|
–
|
|
|
53
|
17 Capital Partners
Pheonix,
Arizona
|
$374K
|
+$54.6K
|
+484
|
+17%
|
|
|
54
|
William Blair & Company
Chicago,
Illinois
|
$349K
|
+$356K
|
+3,159
|
New
|
|
|
55
|
Clearstead Advisors
Cleveland,
Ohio
|
$347K
|
-$117K
|
-1,038
|
-25%
|
|
|
56
|
|
$298K
|
+$97.9K
|
+868
|
+47%
|
|
|
57
|
North Capital
Salt Lake City,
Utah
|
$291K
|
+$298K
|
+2,638
|
New
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$277K
|
+$10.2K
|
+90
|
+4%
|
|
|
59
|
Presidio Capital Management
San Diego,
California
|
$276K
|
+$282K
|
+2,500
|
New
|
|
|
60
|
Evercore Wealth Management
New York
|
$271K
|
–
|
–
|
–
|
|
|
61
|
Rockefeller Capital Management
New York
|
$268K
|
-$338K
|
-2,997
|
-55%
|
|
|
62
|
Valicenti Advisory Services
Elmira,
New York
|
$255K
|
+$261K
|
+2,310
|
New
|
|
|
63
|
Evergreen Capital Management
Bellevue,
Washington
|
$242K
|
–
|
–
|
–
|
|
|
64
|
Avalon Capital Management
Port Of Redwood City,
California
|
$239K
|
-$9.21M
|
-81,630
|
-97%
|
|
|
65
|
US Bancorp
Minneapolis,
Minnesota
|
$228K
|
–
|
–
|
–
|
|
|
66
|
Corient Private Wealth
Miami,
Florida
|
$221K
|
-$224K
|
-1,983
|
-50%
|
|
|
67
|
Carr Financial Group
Worcester,
Massachusetts
|
$221K
|
–
|
–
|
–
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$204K
|
+$39.7K
|
+352
|
+23%
|
|
|
69
|
Brown Brothers Harriman & Co
New York
|
$166K
|
+$169K
|
+1,500
|
New
|
|
|
70
|
Key Financial Inc
West Chester,
Pennsylvania
|
$132K
|
–
|
–
|
–
|
|
|
71
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$131K
|
-$163K
|
-1,446
|
-55%
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
$120K
|
+$123K
|
+1,090
|
New
|
|
|
73
|
Farther Finance Advisors
San Francisco,
California
|
$95.5K
|
+$83.5K
|
+740
|
+617%
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$66.1K
|
+$67.6K
|
+599
|
New
|
|
|
75
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$60.8K
|
+$62K
|
+550
|
New
|
|
