|
101
|
HB Wealth Management
Atlanta,
Georgia
|
$229K
|
+$848
|
+20
|
+0.4%
|
|
|
102
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$224K
|
+$29.8K
|
+702
|
+15%
|
|
|
103
|
First National Corp
Rockland,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
104
|
SBI Securities
Tokyo,
Japan
|
$153K
|
+$13.7K
|
+323
|
+10%
|
|
|
105
|
Tortoise Investment Management
White Plains,
New York
|
$103K
|
–
|
–
|
–
|
|
|
106
|
AssetMark Inc
Concord,
California
|
$96.1K
|
–
|
–
|
–
|
|
|
107
|
Dunhill Financial
London,
United Kingdom
|
$60K
|
-$78.2K
|
-1,845
|
Closed
|
|
|
108
|
HM Payson & Co
Portland,
Maine
|
$51.1K
|
–
|
–
|
–
|
|
|
109
|
Clear Investment Research
Alpharetta,
Georgia
|
$39.7K
|
–
|
–
|
–
|
|
|
110
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$36K
|
+$10.6K
|
+250
|
+42%
|
|
|
111
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$35.7K
|
–
|
–
|
–
|
|
|
112
|
Rockefeller Capital Management
New York
|
$35.6K
|
+$35.4K
|
+835
|
New
|
|
|
113
|
Covestor
London,
United Kingdom
|
$35K
|
+$2.25K
|
+53
|
+7%
|
|
|
114
|
Wealthspire Advisors (New York)
New York
|
$34.8K
|
+$34.6K
|
+816
|
New
|
|
|
115
|
Rossby Financial
Melbourne,
Florida
|
$24.9K
|
–
|
–
|
–
|
|
|
116
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.9K
|
-$552K
|
-13,028
|
-96%
|
|
|
117
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.4K
|
+$11.3K
|
+267
|
New
|
|
|
118
|
Caitlin John
Brighton,
Michigan
|
$10.6K
|
+$10.6K
|
+249
|
New
|
|
|
119
|
MAI Capital Management
Independence,
Ohio
|
$10.4K
|
–
|
–
|
–
|
|
|
120
|
Harbour Investments
Madison,
Wisconsin
|
$10.1K
|
–
|
–
|
–
|
|
|
121
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.75K
|
+$9.71K
|
+229
|
New
|
|
|
122
|
Steward Partners Investment Advisory
New York
|
$8.35K
|
+$1.91K
|
+45
|
+30%
|
|
|
123
|
Bangor Savings Bank
Bangor,
Maine
|
$6.39K
|
–
|
–
|
–
|
|
|
124
|
Fidelity Investments
Boston,
Massachusetts
|
$6.26K
|
+$6.23K
|
+147
|
New
|
|
|
125
|
Barrett & Company
Providence,
Rhode Island
|
$5.96K
|
–
|
–
|
–
|
|
