|
51
|
KeyBank National Association
Cleveland,
Ohio
|
$380K
|
–
|
–
|
–
|
|
|
52
|
Venturi Wealth Management
Austin,
Texas
|
$362K
|
–
|
–
|
–
|
|
|
53
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$351K
|
+$35.3K
|
+782
|
+11%
|
|
|
54
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$288K
|
–
|
–
|
–
|
|
|
55
|
Coastline Trust
Providence,
Rhode Island
|
$287K
|
–
|
–
|
–
|
|
|
56
|
National Planning Corporation
El Segundo,
California
|
$259K
|
+$2.12K
|
+47
|
+0.8%
|
|
|
57
|
Belpointe Asset Management
Reno,
Nevada
|
$258K
|
+$261K
|
+5,781
|
New
|
|
|
58
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$255K
|
+$1.85K
|
+41
|
+0.7%
|
|
|
59
|
Edge Advisors
Atlanta,
Georgia
|
$251K
|
–
|
–
|
–
|
|
|
60
|
Oppenheimer & Co
New York
|
$231K
|
–
|
–
|
–
|
|
|
61
|
IFP Advisors
Tampa,
Florida
|
$229K
|
+$30.8K
|
+684
|
+15%
|
|
|
62
|
M&T Bank
Buffalo,
New York
|
$221K
|
–
|
–
|
–
|
|
|
63
|
GSB Wealth Management
Guilford,
Connecticut
|
$202K
|
–
|
–
|
–
|
|
|
64
|
Arete Wealth Advisors
Chicago,
Illinois
|
$202K
|
+$204K
|
+4,518
|
New
|
|
|
65
|
Washington Trust Bank
Spokane,
Washington
|
$183K
|
–
|
–
|
–
|
|
|
66
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$105K
|
–
|
–
|
–
|
|
|
67
|
Zions Bancorporation
Salt Lake City,
Utah
|
$89K
|
–
|
–
|
–
|
|
|
68
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$67.3K
|
-$132K
|
-2,939
|
-66%
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$67K
|
+$766
|
+17
|
+1%
|
|
|
70
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$56.5K
|
–
|
–
|
–
|
|
|
71
|
BB&T Investment Services
Charlotte,
North Carolina
|
$55K
|
+$55.2K
|
+1,225
|
New
|
|
|
72
|
US Bancorp
Minneapolis,
Minnesota
|
$54K
|
–
|
–
|
–
|
|
|
73
|
SRH Advisors
Salina,
Kansas
|
$52K
|
–
|
–
|
–
|
|
|
74
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$48K
|
–
|
–
|
–
|
|
|
75
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$45K
|
-$1.3M
|
-28,733
|
-97%
|
|
