|
51
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$98K
|
–
|
–
|
–
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$98K
|
+$83.3K
|
+984
|
+698%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$95K
|
+$15.5K
|
+183
|
+20%
|
|
|
54
|
Front Row Advisors
Tiburon,
California
|
$75K
|
–
|
–
|
–
|
|
|
55
|
Retirement Group
San Diego,
California
|
$64K
|
+$338
|
+4
|
+0.5%
|
|
|
56
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$56K
|
–
|
–
|
–
|
|
|
57
|
Parallel Advisors
San Francisco,
California
|
$54K
|
–
|
–
|
–
|
|
|
58
|
Sandy Spring Bank
Olney,
Maryland
|
$35K
|
–
|
–
|
–
|
|
|
59
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$34K
|
–
|
–
|
–
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$33K
|
–
|
–
|
–
|
|
|
61
|
|
$30K
|
-$145K
|
-1,716
|
-83%
|
|
|
62
|
City Holding Co
Charleston,
West Virginia
|
$18K
|
-$4.65K
|
-55
|
-21%
|
|
|
63
|
Baystate Wealth Management
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
64
|
Spire Wealth Management
Mclean,
Virginia
|
$15K
|
–
|
–
|
–
|
|
|
65
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$13.8K
|
+$13.5K
|
+159
|
New
|
|
|
66
|
CX Institutional
Auburn,
Indiana
|
$11K
|
+$11.1K
|
+131
|
New
|
|
|
67
|
Bellevue Asset Management
Bellevue,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
68
|
Eaton Vance Management
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
69
|
West Branch Capital
Amherst,
Massachusetts
|
$9K
|
+$8.55K
|
+101
|
New
|
|
|
70
|
Ironwood Financial
Tucson,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
71
|
American Portfolios Advisors
Holbrook,
New York
|
$6.75K
|
–
|
–
|
–
|
|
|
72
|
Pacifica Partners
Surrey,
Canada
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$5K
|
+$1.1K
|
+13
|
+33%
|
|
|
75
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
