|
51
|
Braver Wealth Management
Needham,
Massachusetts
|
$279K
|
-$8.23K
|
-154
|
-3%
|
|
|
52
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$237K
|
–
|
–
|
–
|
|
|
53
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$221K
|
+$207K
|
+3,868
|
+3,649%
|
|
|
54
|
Bristlecone Advisors
Bellevue,
Washington
|
$201K
|
+$193K
|
+3,618
|
New
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$195K
|
–
|
–
|
–
|
|
|
56
|
Creative Financial Designs
Kokomo,
Indiana
|
$172K
|
+$165K
|
+3,084
|
New
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$164K
|
+$27.1K
|
+506
|
+21%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$147K
|
-$5.35K
|
-100
|
-4%
|
|
|
59
|
Avior Wealth Management
Omaha,
Nebraska
|
$140K
|
+$42.2K
|
+790
|
+46%
|
|
|
60
|
IFP Advisors
Tampa,
Florida
|
$102K
|
+$98.2K
|
+1,836
|
New
|
|
|
61
|
Washington Trust Bank
Spokane,
Washington
|
$83K
|
–
|
–
|
–
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$76K
|
–
|
–
|
–
|
|
|
63
|
MSI Financial Services
Springfield,
Massachusetts
|
$71K
|
+$25K
|
+468
|
+58%
|
|
|
64
|
|
$59K
|
+$56.7K
|
+1,060
|
New
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$38K
|
+$39.1K
|
+732
|
New
|
|
|
67
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$25K
|
+$23.7K
|
+444
|
New
|
|
|
69
|
Alexandria Capital
Arlington,
Virginia
|
$19K
|
–
|
–
|
–
|
|
|
70
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
71
|
Next Financial Group
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
72
|
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
+$1.6K
|
+30
|
New
|
|
|
74
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$24K
|
-940
|
Closed
|
|
|
75
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$31K
|
-600
|
Closed
|
|
