|
51
|
Roundview Capital
Princeton,
New Jersey
|
$227K
|
–
|
–
|
–
|
|
|
52
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$212K
|
-$24.6K
|
-1,400
|
-9%
|
|
|
53
|
Western Wealth Management
Golden,
Colorado
|
$205K
|
-$74.6K
|
-4,252
|
-25%
|
|
|
54
|
Rathbones Group
Liverpool,
United Kingdom
|
$195K
|
+$1.7K
|
+97
|
+0.8%
|
|
|
55
|
Norris Financial Group
Greenville,
South Carolina
|
$188K
|
-$281K
|
-16,029
|
-57%
|
|
|
56
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$187K
|
–
|
–
|
–
|
|
|
57
|
NewEdge Advisors
New Orleans,
Louisiana
|
$186K
|
+$5.09K
|
+290
|
+3%
|
|
|
58
|
Waverly Advisors
Birmingham,
Alabama
|
$185K
|
+$206K
|
+11,753
|
New
|
|
|
59
|
Searle & Co
Greenwich,
Connecticut
|
$183K
|
-$175K
|
-10,000
|
-46%
|
|
|
60
|
Hudson Portfolio Management
Garrison,
New York
|
$177K
|
-$1.75K
|
-100
|
-0.9%
|
|
|
61
|
|
$143K
|
+$160K
|
+9,102
|
New
|
|
|
62
|
Barclays
London,
United Kingdom
|
$131K
|
+$3.26K
|
+186
|
+3%
|
|
|
63
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$91.9K
|
+$102K
|
+5,832
|
New
|
|
|
64
|
Parallel Advisors
San Francisco,
California
|
$71.8K
|
-$6.21K
|
-354
|
-7%
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$61.3K
|
+$68K
|
+3,874
|
+21,522%
|
|
|
66
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$53.8K
|
–
|
–
|
–
|
|
|
67
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$48.8K
|
+$54.4K
|
+3,100
|
New
|
|
|
68
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$29.1K
|
–
|
–
|
–
|
|
|
69
|
Global Retirement Partners
San Rafael,
California
|
$25.7K
|
–
|
–
|
–
|
|
|
70
|
Clearstead Advisors
Cleveland,
Ohio
|
$23.4K
|
–
|
–
|
–
|
|
|
71
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$22.1K
|
-$10.5K
|
-600
|
-30%
|
|
|
72
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$19.9K
|
+$22.2K
|
+1,266
|
New
|
|
|
73
|
Private Trust Company
Cleveland,
Ohio
|
$17.5K
|
–
|
–
|
–
|
|
|
74
|
Ancora Advisors
Cleveland,
Ohio
|
$17.3K
|
–
|
–
|
–
|
|
|
75
|
Thompson Investment Management
Madison,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
