|
51
|
Rathbones Group
Liverpool,
United Kingdom
|
$288K
|
–
|
–
|
–
|
|
|
52
|
Pursue Wealth Partners
Clayton,
California
|
$282K
|
–
|
–
|
–
|
|
|
53
|
Pine Valley Investments
Marlton,
New Jersey
|
$281K
|
+$10.9K
|
+200
|
+4%
|
|
|
54
|
TownSquare Capital
Provo,
Utah
|
$270K
|
+$9.68K
|
+177
|
+4%
|
|
|
55
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$258K
|
–
|
–
|
–
|
|
|
56
|
Close Asset Management
London,
United Kingdom
|
$257K
|
–
|
–
|
–
|
|
|
57
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$250K
|
–
|
–
|
–
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$249K
|
+$22.3K
|
+408
|
+10%
|
|
|
59
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$238K
|
–
|
–
|
–
|
|
|
60
|
SignatureFD
Atlanta,
Georgia
|
$235K
|
–
|
–
|
–
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$229K
|
+$222K
|
+4,058
|
New
|
|
|
62
|
Equitable Holdings
New York
|
$218K
|
–
|
–
|
–
|
|
|
63
|
Carret Asset Management
New York
|
$212K
|
+$206K
|
+3,773
|
New
|
|
|
64
|
Waverly Advisors
Birmingham,
Alabama
|
$209K
|
-$639K
|
-11,690
|
-76%
|
|
|
65
|
Lake Street Private Wealth
Chicago,
Illinois
|
$204K
|
+$198K
|
+3,621
|
New
|
|
|
66
|
Thompson Investment Management
Madison,
Wisconsin
|
$153K
|
–
|
–
|
–
|
|
|
67
|
Breakwater Investment Management
Seattle,
Washington
|
$144K
|
–
|
–
|
–
|
|
|
68
|
RhumbLine Advisers
Boston,
Massachusetts
|
$137K
|
–
|
–
|
–
|
|
|
69
|
Spire Wealth Management
Mclean,
Virginia
|
$137K
|
+$39.6K
|
+725
|
+43%
|
|
|
70
|
Webster Bank
Waterbury,
Connecticut
|
$122K
|
–
|
–
|
–
|
|
|
71
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$119K
|
-$97.7K
|
-1,787
|
-46%
|
|
|
72
|
Jones Financial Companies
Des Peres,
Missouri
|
$115K
|
+$14.2K
|
+260
|
+15%
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$112K
|
+$10.9K
|
+199
|
+11%
|
|
|
74
|
Steward Partners Investment Advisory
New York
|
$101K
|
+$2.52K
|
+46
|
+3%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$76.3K
|
+$17.6K
|
+321
|
+31%
|
|
