|
26
|
Financial & Tax Architects
St Louis,
Missouri
|
$346K
|
-$387K
|
-6,262
|
-50%
|
|
|
27
|
The Family Firm
Bethesda,
Maryland
|
$340K
|
–
|
–
|
–
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$331K
|
-$55.7K
|
-901
|
-13%
|
|
|
29
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$294K
|
–
|
–
|
–
|
|
|
30
|
Atria Wealth Solutions
New York
|
$290K
|
–
|
–
|
–
|
|
|
31
|
|
$274K
|
+$309K
|
+5,000
|
New
|
|
|
32
|
NTV Asset Management
Charleston,
West Virginia
|
$257K
|
-$12.4K
|
-200
|
-4%
|
|
|
33
|
Bessemer Group
Woodbridge,
New Jersey
|
$196K
|
-$156K
|
-2,530
|
-41%
|
|
|
34
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$133K
|
–
|
–
|
–
|
|
|
35
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$123K
|
–
|
–
|
–
|
|
|
36
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$100K
|
–
|
–
|
–
|
|
|
37
|
Bangor Savings Bank
Bangor,
Maine
|
$82K
|
–
|
–
|
–
|
|
|
38
|
Addison Advisors
Middlebury,
Vermont
|
$79K
|
–
|
–
|
–
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$65K
|
–
|
–
|
–
|
|
|
40
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$60K
|
–
|
–
|
–
|
|
|
41
|
Parallel Advisors
San Francisco,
California
|
$60K
|
–
|
–
|
–
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56K
|
–
|
–
|
–
|
|
|
43
|
Anchor Investment Management
Columbia,
South Carolina
|
$43.8K
|
–
|
–
|
–
|
|
|
44
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
45
|
Front Row Advisors
Tiburon,
California
|
$34K
|
–
|
–
|
–
|
|
|
46
|
Global Retirement Partners
San Rafael,
California
|
$22K
|
+$23.5K
|
+380
|
New
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19K
|
–
|
–
|
–
|
|
|
48
|
|
$16K
|
–
|
–
|
–
|
|
|
49
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
50
|
Tompkins Financial
Ithaca,
New York
|
$16K
|
–
|
–
|
–
|
|
