|
51
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$558K
|
–
|
–
|
–
|
|
|
52
|
Bank of New York Mellon
New York
|
$533K
|
+$293K
|
+11,741
|
+128%
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$505K
|
+$149K
|
+5,979
|
+43%
|
|
|
54
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$484K
|
+$475K
|
+19,000
|
New
|
|
|
55
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$471K
|
+$14K
|
+560
|
+3%
|
|
|
56
|
Quest Capital Management
Dallas,
Texas
|
$456K
|
–
|
–
|
–
|
|
|
57
|
WealthOne
Albany,
New York
|
$420K
|
+$412K
|
+16,496
|
New
|
|
|
58
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$418K
|
–
|
–
|
–
|
|
|
59
|
Avantax Planning Partners
Dubuque,
Iowa
|
$415K
|
–
|
–
|
–
|
|
|
60
|
Oppenheimer & Co
New York
|
$358K
|
–
|
–
|
–
|
|
|
61
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$344K
|
+$7.5K
|
+300
|
+2%
|
|
|
62
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$314K
|
–
|
–
|
–
|
|
|
63
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$306K
|
+$17.5K
|
+700
|
+6%
|
|
|
64
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$265K
|
–
|
–
|
–
|
|
|
65
|
Raymond James Trust
St. Petersburg,
Florida
|
$261K
|
+$256K
|
+10,245
|
New
|
|
|
66
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$256K
|
+$251K
|
+10,045
|
New
|
|
|
67
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$217K
|
–
|
–
|
–
|
|
|
68
|
Smith, Moore & Co
Clayton,
Missouri
|
$209K
|
+$205K
|
+8,216
|
New
|
|
|
69
|
Next Financial Group
Houston,
Texas
|
$187K
|
+$130K
|
+5,204
|
+244%
|
|
|
70
|
Gradient Investments
Arden Hills,
Minnesota
|
$185K
|
+$23.9K
|
+958
|
+15%
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$161K
|
+$70K
|
+2,800
|
+80%
|
|
|
72
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$160K
|
-$44.2K
|
-1,769
|
-22%
|
|
|
73
|
Steward Partners Investment Advisory
New York
|
$155K
|
-$49.7K
|
-1,988
|
-25%
|
|
|
74
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$143K
|
+$141K
|
+5,625
|
New
|
|
|
75
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$129K
|
+$37.9K
|
+1,518
|
+43%
|
|
