|
51
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$59K
|
+$58K
|
+2,139
|
New
|
|
|
52
|
Private Ocean
San Rafael,
California
|
$46K
|
+$45.7K
|
+1,686
|
New
|
|
|
53
|
Evercore Wealth Management
New York
|
$34K
|
–
|
–
|
–
|
|
|
54
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$31K
|
+$30.9K
|
+1,140
|
New
|
|
|
55
|
IFP Advisors
Tampa,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
56
|
SignatureFD
Atlanta,
Georgia
|
$21K
|
–
|
–
|
–
|
|
|
57
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
58
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21K
|
+$20.8K
|
+767
|
New
|
|
|
59
|
SEI Investments
Oaks,
Pennsylvania
|
$20K
|
+$19.4K
|
+714
|
New
|
|
|
60
|
Daiwa Securities Group
Tokyo,
Japan
|
$19K
|
+$19K
|
+700
|
New
|
|
|
61
|
|
$16K
|
+$15.3K
|
+565
|
New
|
|
|
62
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$14K
|
–
|
–
|
–
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$12K
|
+$3.39K
|
+125
|
+42%
|
|
|
64
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$7K
|
+$244
|
+9
|
+3%
|
|
|
65
|
Advisor Group
Phoenix,
Arizona
|
$6K
|
–
|
–
|
–
|
|
|
66
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6K
|
+$6.1K
|
+225
|
New
|
|
|
67
|
Washington Trust Bank
Spokane,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
68
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
+$4.69K
|
+173
|
New
|
|
|
69
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
+$1.6K
|
+59
|
+58%
|
|
|
70
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$4K
|
+$4.07K
|
+150
|
New
|
|
|
71
|
People's United Financial
Bridgeport,
Connecticut
|
$3K
|
+$2.6K
|
+96
|
New
|
|
|
72
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1K
|
+$515
|
+19
|
New
|
|
|
73
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$3.25M
|
-123,401
|
Closed
|
|
|
74
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$18K
|
-700
|
Closed
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$5K
|
-189
|
Closed
|
|
