|
51
|
Choate Investment Advisors
Boston,
Massachusetts
|
$242K
|
+$300K
|
+10,265
|
New
|
|
|
52
|
Roundview Capital
Princeton,
New Jersey
|
$234K
|
–
|
–
|
–
|
|
|
53
|
Prudential Financial
Newark,
New Jersey
|
$226K
|
+$280K
|
+9,565
|
New
|
|
|
54
|
MBE Wealth Management
Tomah,
Wisconsin
|
$182K
|
-$2.19K
|
-75
|
-1%
|
|
|
55
|
Fidelity Investments
Boston,
Massachusetts
|
$124K
|
-$93K
|
-3,182
|
-38%
|
|
|
56
|
Global Financial Private Client
Sarasota,
Florida
|
$114K
|
–
|
–
|
–
|
|
|
57
|
Credit Agricole
Montrouge Cedex,
France
|
$80K
|
+$99.1K
|
+3,389
|
New
|
|
|
58
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$62K
|
+$44.4K
|
+1,520
|
+138%
|
|
|
59
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$42K
|
–
|
–
|
–
|
|
|
60
|
BigSur Wealth Management
Miami,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
61
|
Weaver Consulting Group
Huntington Beach,
California
|
$37K
|
–
|
–
|
–
|
|
|
62
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$27K
|
–
|
–
|
–
|
|
|
63
|
EPG Wealth Management
Atlanta,
Georgia
|
$24K
|
–
|
–
|
–
|
|
|
64
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$22K
|
+$27.5K
|
+942
|
New
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
66
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
67
|
Allworth Financial
Folsom,
California
|
$17K
|
–
|
–
|
–
|
|
|
68
|
Liberty Wealth Management
Oakland,
California
|
$16K
|
–
|
–
|
–
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14K
|
-$6.11K
|
-209
|
-27%
|
|
|
70
|
Kings Point Capital Management
Great Neck,
New York
|
$13K
|
–
|
–
|
–
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11K
|
–
|
–
|
–
|
|
|
72
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$11K
|
+$13.8K
|
+471
|
New
|
|
|
73
|
Global Retirement Partners
San Rafael,
California
|
$8K
|
-$2.84K
|
-97
|
-23%
|
|
|
74
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
75
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.91K
|
–
|
–
|
–
|
|
