|
51
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$293K
|
-$1.74M
|
-95,753
|
-86%
|
|
|
52
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$270K
|
–
|
–
|
–
|
|
|
53
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$270K
|
–
|
–
|
–
|
|
|
54
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$231K
|
+$58.3K
|
+3,214
|
+35%
|
|
|
55
|
Calton & Associates
Tampa,
Florida
|
$223K
|
-$17.3K
|
-952
|
-7%
|
|
|
56
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$219K
|
-$15.3K
|
-843
|
-7%
|
|
|
57
|
Kestra Advisory Services
Austin,
Texas
|
$219K
|
+$6.15K
|
+339
|
+3%
|
|
|
58
|
American Portfolios Advisors
Holbrook,
New York
|
$213K
|
-$41.1K
|
-2,268
|
-16%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$202K
|
+$123K
|
+6,761
|
+160%
|
|
|
60
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$194K
|
–
|
–
|
–
|
|
|
61
|
Rockefeller Capital Management
New York
|
$191K
|
+$9.63K
|
+531
|
+5%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$187K
|
+$183K
|
+10,114
|
New
|
|
|
63
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$182K
|
+$27K
|
+1,490
|
+18%
|
|
|
64
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$173K
|
+$170K
|
+9,387
|
New
|
|
|
65
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$131K
|
+$744
|
+41
|
+0.6%
|
|
|
66
|
Addison Advisors
Middlebury,
Vermont
|
$125K
|
–
|
–
|
–
|
|
|
67
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$73K
|
–
|
–
|
–
|
|
|
68
|
Prosperity Planning
Kansas City,
Missouri
|
$72K
|
–
|
–
|
–
|
|
|
69
|
William Blair & Company
Chicago,
Illinois
|
$55K
|
–
|
–
|
–
|
|
|
70
|
Harbour Investments
Madison,
Wisconsin
|
$51K
|
-$11.5K
|
-635
|
-19%
|
|
|
71
|
Bellevue Asset Management
Bellevue,
Washington
|
$43K
|
–
|
–
|
–
|
|
|
72
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$42K
|
+$41.7K
|
+2,300
|
New
|
|
|
73
|
Center for Financial Planning
Southfied,
Michigan
|
$28K
|
–
|
–
|
–
|
|
|
74
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$26K
|
–
|
–
|
–
|
|
|
75
|
Geneos Wealth Management
Englewood,
Colorado
|
$21K
|
-$980
|
-54
|
-4%
|
|
