|
51
|
Whittier Trust
South Pasadena,
California
|
$325K
|
–
|
–
|
–
|
|
|
52
|
Financial Advocates Investment Management
Olympia,
Washington
|
$314K
|
+$86.8K
|
+4,984
|
+37%
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$306K
|
+$311K
|
+17,880
|
New
|
|
|
54
|
American Portfolios Advisors
Holbrook,
New York
|
$298K
|
–
|
–
|
–
|
|
|
55
|
Proficio Capital Partners
Newton,
Massachusetts
|
$267K
|
–
|
–
|
–
|
|
|
56
|
Golden State Wealth Management
Santa Ana,
California
|
$262K
|
-$213K
|
-12,238
|
-44%
|
|
|
57
|
HUB Investment Partners
Austin,
Texas
|
$259K
|
-$2.79K
|
-160
|
-1%
|
|
|
58
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$259K
|
+$26.1K
|
+1,500
|
+11%
|
|
|
59
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$258K
|
+$263K
|
+15,100
|
New
|
|
|
60
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$256K
|
+$52.2K
|
+3,000
|
+25%
|
|
|
61
|
Spire Wealth Management
Mclean,
Virginia
|
$255K
|
–
|
–
|
–
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$246K
|
+$1.74K
|
+100
|
+0.7%
|
|
|
63
|
Private Portfolio Partners
Paramus,
New Jersey
|
$242K
|
-$120K
|
-6,917
|
-33%
|
|
|
64
|
Smith, Moore & Co
Clayton,
Missouri
|
$238K
|
-$57K
|
-3,275
|
-19%
|
|
|
65
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
66
|
Perennial Investment Advisors
Los Angeles,
California
|
$209K
|
–
|
–
|
–
|
|
|
67
|
Raymond James Trust
St. Petersburg,
Florida
|
$208K
|
-$7.98K
|
-458
|
-4%
|
|
|
68
|
Alexandria Capital
Arlington,
Virginia
|
$207K
|
–
|
–
|
–
|
|
|
69
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$201K
|
+$2.7K
|
+155
|
+1%
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$200K
|
+$204K
|
+11,712
|
New
|
|
|
71
|
Davenport & Co
Richmond,
Virginia
|
$195K
|
–
|
–
|
–
|
|
|
72
|
Snider Financial Group
Bellevue,
Washington
|
$183K
|
–
|
–
|
–
|
|
|
73
|
HM Payson & Co
Portland,
Maine
|
$182K
|
–
|
–
|
–
|
|
|
74
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$175K
|
+$92.8K
|
+5,332
|
+108%
|
|
|
75
|
Wealth Quarterback
Toms River,
New Jersey
|
$148K
|
–
|
–
|
–
|
|
