|
26
|
Spinnaker Trust
Portland,
Maine
|
$1.19M
|
–
|
–
|
–
|
|
|
27
|
Grimes & Company
Westborough,
Massachusetts
|
$967K
|
+$1.01M
|
+14,715
|
New
|
|
|
28
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$950K
|
-$6.19K
|
-90
|
-0.6%
|
|
|
29
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$916K
|
-$80K
|
-1,162
|
-8%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$915K
|
+$501K
|
+7,277
|
+110%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$897K
|
+$18K
|
+261
|
+2%
|
|
|
32
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$883K
|
–
|
–
|
–
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$876K
|
-$17.6K
|
-256
|
-2%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$849K
|
+$510K
|
+7,412
|
+134%
|
|
|
35
|
Asset Management Group
Stamford,
Connecticut
|
$832K
|
+$2.75K
|
+40
|
+0.3%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$779K
|
-$9.98K
|
-145
|
-1%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$739K
|
+$246K
|
+3,576
|
+47%
|
|
|
38
|
Institute for Wealth Management
Denver,
Colorado
|
$722K
|
-$2.41K
|
-35
|
-0.3%
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$711K
|
-$179K
|
-2,606
|
-19%
|
|
|
40
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$688K
|
+$22.1K
|
+321
|
+3%
|
|
|
41
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$688K
|
+$22.1K
|
+321
|
+3%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$661K
|
+$1.13M
|
+16,371
|
+255%
|
|
|
43
|
The Family Firm
Bethesda,
Maryland
|
$661K
|
+$2.13K
|
+31
|
+0.3%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$628K
|
+$657K
|
+9,555
|
New
|
|
|
45
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$559K
|
+$341K
|
+4,963
|
+140%
|
|
|
46
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$536K
|
+$561K
|
+8,157
|
New
|
|
|
47
|
Sabal Trust
St. Petersburg,
Florida
|
$490K
|
+$513K
|
+7,461
|
New
|
|
|
48
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$455K
|
-$120K
|
-1,746
|
-20%
|
|
|
49
|
Oppenheimer & Co
New York
|
$446K
|
–
|
–
|
–
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$440K
|
+$18K
|
+261
|
+4%
|
|
