|
51
|
Whittier Trust
South Pasadena,
California
|
$100K
|
+$99.9K
|
+3,380
|
New
|
|
|
52
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$95K
|
+$94.8K
|
+3,207
|
New
|
|
|
53
|
Wells Fargo
San Francisco,
California
|
$89K
|
-$129K
|
-4,368
|
-59%
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$58K
|
-$6.33K
|
-214
|
-10%
|
|
|
55
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$58K
|
–
|
–
|
–
|
|
|
56
|
|
$52K
|
–
|
–
|
–
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
-$12.7K
|
-429
|
-22%
|
|
|
58
|
SignatureFD
Atlanta,
Georgia
|
$34K
|
-$59
|
-2
|
-0.2%
|
|
|
59
|
Private Capital Group
West Hartford,
Connecticut
|
$27K
|
+$26.6K
|
+899
|
New
|
|
|
60
|
American Portfolios Advisors
Holbrook,
New York
|
$24.7K
|
–
|
–
|
–
|
|
|
61
|
Huntington National Bank
Columbus,
Ohio
|
$23K
|
–
|
–
|
–
|
|
|
62
|
LifePlan Financial Group
Dayton,
Ohio
|
$20K
|
–
|
–
|
–
|
|
|
63
|
Weaver Consulting Group
Huntington Beach,
California
|
$19K
|
–
|
–
|
–
|
|
|
64
|
William Blair & Company
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
65
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$16K
|
+$16.3K
|
+551
|
New
|
|
|
66
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
67
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13K
|
+$12.5K
|
+422
|
New
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$12K
|
–
|
–
|
–
|
|
|
69
|
TCI Wealth Advisors
Tucson,
Arizona
|
$12K
|
+$12.2K
|
+412
|
New
|
|
|
70
|
Evoke Wealth
Los Angeles,
California
|
$10.7K
|
+$10.7K
|
+361
|
New
|
|
|
71
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$8K
|
+$7.95K
|
+269
|
New
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
73
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
74
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
75
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$3K
|
+$2.81K
|
+95
|
New
|
|
