|
26
|
Fort Point Capital Partners
San Francisco,
California
|
$565K
|
+$20.6K
|
+361
|
+3%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$551K
|
+$184K
|
+3,235
|
+43%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$540K
|
-$76K
|
-1,334
|
-11%
|
|
|
29
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$532K
|
-$42.3K
|
-743
|
-7%
|
|
|
30
|
Silvercrest Asset Management
New York
|
$518K
|
–
|
–
|
–
|
|
|
31
|
Mutual Advisors
Omaha,
Nebraska
|
$515K
|
+$64.9K
|
+1,139
|
+13%
|
|
|
32
|
Arkos Global Advisors
Houston,
Texas
|
$443K
|
-$50.6K
|
-888
|
-9%
|
|
|
33
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$418K
|
+$855
|
+15
|
+0.2%
|
|
|
34
|
Appleton Partners
Boston,
Massachusetts
|
$391K
|
+$7.41K
|
+130
|
+2%
|
|
|
35
|
Atria Wealth Solutions
New York
|
$364K
|
+$5.98K
|
+105
|
+1%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$362K
|
–
|
–
|
–
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$362K
|
+$78.6K
|
+1,379
|
+24%
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$337K
|
-$37.2K
|
-653
|
-9%
|
|
|
39
|
|
$293K
|
–
|
–
|
–
|
|
|
40
|
Ameriprise
Minneapolis,
Minnesota
|
$264K
|
-$7.58K
|
-133
|
-3%
|
|
|
41
|
Franklin Resources
San Mateo,
California
|
$261K
|
–
|
–
|
–
|
|
|
42
|
TD Private Client Wealth
New York
|
$247K
|
–
|
–
|
–
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$234K
|
-$59.8K
|
-1,049
|
-19%
|
|
|
44
|
Eaton Vance Management
Boston,
Massachusetts
|
$204K
|
+$228K
|
+4,000
|
New
|
|
|
45
|
Rockefeller Capital Management
New York
|
$127K
|
+$142K
|
+2,500
|
New
|
|
|
46
|
Belpointe Asset Management
Reno,
Nevada
|
$103K
|
-$2.17K
|
-38
|
-2%
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$95K
|
+$171
|
+3
|
+0.1%
|
|
|
48
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
-$45.6K
|
-800
|
-73%
|
|
|
49
|
O'Dell Group
Cincinnati,
Ohio
|
$14K
|
+$57
|
+1
|
+0.4%
|
|
|
50
|
Community Bank
Dewitt,
New York
|
$8K
|
–
|
–
|
–
|
|
