|
51
|
WMS Partners
Towson,
Maryland
|
$378K
|
+$408K
|
+7,200
|
New
|
|
|
52
|
Inscription Capital
Houston,
Texas
|
$349K
|
+$2.27K
|
+40
|
+0.6%
|
|
|
53
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$329K
|
+$33.2K
|
+585
|
+10%
|
|
|
54
|
Central Trust Company
Jefferson City,
Missouri
|
$304K
|
+$52.7K
|
+929
|
+19%
|
|
|
55
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$291K
|
–
|
–
|
–
|
|
|
56
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
$283K
|
-$172K
|
-3,042
|
-36%
|
|
|
57
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$243K
|
-$453
|
-8
|
-0.2%
|
|
|
58
|
Apella Capital
West Hartford,
Connecticut
|
$213K
|
-$8.22K
|
-145
|
-3%
|
|
|
59
|
Community Trust & Investment
Versailles,
Kentucky
|
$203K
|
–
|
–
|
–
|
|
|
60
|
Huntington National Bank
Columbus,
Ohio
|
$126K
|
–
|
–
|
–
|
|
|
61
|
|
$112K
|
-$27.3K
|
-482
|
-18%
|
|
|
62
|
Harbour Investments
Madison,
Wisconsin
|
$103K
|
+$111K
|
+1,960
|
New
|
|
|
63
|
Wells Fargo
San Francisco,
California
|
$70K
|
-$5.67K
|
-100
|
-7%
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$49K
|
–
|
–
|
–
|
|
|
65
|
Private Trust Company
Cleveland,
Ohio
|
$48K
|
+$51.4K
|
+906
|
New
|
|
|
66
|
Rockefeller Capital Management
New York
|
$31K
|
+$12.9K
|
+228
|
+63%
|
|
|
67
|
Fidelity Investments
Boston,
Massachusetts
|
$19K
|
-$22.7K
|
-400
|
-53%
|
|
|
68
|
UMB Bank
Kansas City,
Missouri
|
$12K
|
–
|
–
|
–
|
|
|
69
|
GeoWealth Management
Chicago,
Illinois
|
$11K
|
-$455K
|
-8,024
|
-97%
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$6K
|
-$99.1K
|
-1,749
|
-94%
|
|
|
71
|
Worth Asset Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
72
|
Steward Partners Investment Advisory
New York
|
$1K
|
-$14.3K
|
-253
|
-96%
|
|
|
73
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
75
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$206K
|
-3,321
|
Closed
|
|
