|
51
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$275K
|
+$16.6K
|
+469
|
+7%
|
|
|
52
|
|
$269K
|
-$17.6K
|
-496
|
-6%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$243K
|
+$22.6K
|
+636
|
+11%
|
|
|
54
|
Advisor Partners
Walnut Creek,
California
|
$237K
|
+$191K
|
+5,393
|
New
|
|
|
55
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
56
|
Osaic Holdings
Scottsdale,
Arizona
|
$228K
|
+$21.4K
|
+604
|
+11%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$224K
|
-$49.3K
|
-1,391
|
-19%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$220K
|
–
|
–
|
–
|
|
|
59
|
Bessemer Group
Woodbridge,
New Jersey
|
$150K
|
–
|
–
|
–
|
|
|
60
|
Geneos Wealth Management
Englewood,
Colorado
|
$133K
|
-$18.1K
|
-509
|
-13%
|
|
|
61
|
Evoke Wealth
Los Angeles,
California
|
$124K
|
–
|
–
|
–
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$107K
|
+$6.38K
|
+180
|
+7%
|
|
|
63
|
|
$100K
|
+$5.92K
|
+167
|
+7%
|
|
|
64
|
Glassman Wealth Services
Vienna,
Virginia
|
$91K
|
–
|
–
|
–
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$80K
|
–
|
–
|
–
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$63K
|
–
|
–
|
–
|
|
|
67
|
Valeo Financial Advisors
Carmel,
Indiana
|
$53K
|
+$50.7K
|
+1,429
|
New
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$45K
|
+$43.3K
|
+1,222
|
New
|
|
|
69
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$41K
|
+$39.6K
|
+1,116
|
New
|
|
|
70
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
71
|
TFC Financial Management
Boston,
Massachusetts
|
$7K
|
-$7.09K
|
-200
|
-51%
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$177
|
+5
|
+6%
|
|
|
73
|
Relative Value Partners Group
|
–
|
-$617K
|
-17,777
|
Closed
|
|
|
74
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$542K
|
-15,954
|
Closed
|
|
|
75
|
|
–
|
-$462K
|
-13,601
|
Closed
|
|
