|
76
|
SVB Wealth
Boston,
Massachusetts
|
$215K
|
–
|
–
|
–
|
|
|
77
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$212K
|
–
|
–
|
–
|
|
|
78
|
Bison Wealth
Atlanta,
Georgia
|
$187K
|
–
|
–
|
–
|
|
|
79
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$130K
|
–
|
–
|
–
|
|
|
80
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
81
|
Belpointe Asset Management
Reno,
Nevada
|
$103K
|
+$104K
|
+3,018
|
New
|
|
|
82
|
US Bancorp
Minneapolis,
Minnesota
|
$87K
|
–
|
–
|
–
|
|
|
83
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$85K
|
–
|
–
|
–
|
|
|
84
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$81K
|
–
|
–
|
–
|
|
|
85
|
Steward Partners Investment Advisory
New York
|
$74K
|
+$12.4K
|
+359
|
+20%
|
|
|
86
|
Geneos Wealth Management
Englewood,
Colorado
|
$68K
|
-$5.85K
|
-170
|
-8%
|
|
|
87
|
Planned Solutions
Folsom,
California
|
$62K
|
+$62.8K
|
+1,825
|
New
|
|
|
88
|
Focused Wealth Management
Newburgh,
New York
|
$60K
|
+$447
|
+13
|
+0.7%
|
|
|
89
|
Fidelity Investments
Boston,
Massachusetts
|
$59K
|
-$1.86K
|
-54
|
-3%
|
|
|
90
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$44K
|
–
|
–
|
–
|
|
|
91
|
Global Retirement Partners
San Rafael,
California
|
$41K
|
–
|
–
|
–
|
|
|
92
|
Prospera Financial Services
Dallas,
Texas
|
$38K
|
-$264K
|
-7,661
|
-87%
|
|
|
93
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
94
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$28K
|
+$28.8K
|
+837
|
New
|
|
|
95
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$27K
|
–
|
–
|
–
|
|
|
96
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$23K
|
–
|
–
|
–
|
|
|
97
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21K
|
–
|
–
|
–
|
|
|
98
|
|
$18K
|
–
|
–
|
–
|
|
|
99
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
100
|
Next Financial Group
Houston,
Texas
|
$16K
|
+$16.1K
|
+468
|
New
|
|
