|
76
|
Harborview Advisors
Portland,
Maine
|
$279K
|
–
|
–
|
–
|
|
|
77
|
SVB Wealth
Boston,
Massachusetts
|
$273K
|
-$7.36K
|
-165
|
-3%
|
|
|
78
|
Bison Wealth
Atlanta,
Georgia
|
$243K
|
–
|
–
|
–
|
|
|
79
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$239K
|
–
|
–
|
–
|
|
|
80
|
Kestra Private Wealth Services
Austin,
Texas
|
$215K
|
+$892
|
+20
|
+0.4%
|
|
|
81
|
IVC Wealth Advisors
Silverdale,
Pennsylvania
|
$201K
|
-$26.8K
|
-600
|
-12%
|
|
|
82
|
Fidelity Investments
Boston,
Massachusetts
|
$167K
|
+$58.4K
|
+1,310
|
+53%
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$149K
|
+$119K
|
+2,660
|
+443%
|
|
|
84
|
Eaton Vance Management
Boston,
Massachusetts
|
$148K
|
–
|
–
|
–
|
|
|
85
|
Belpointe Asset Management
Reno,
Nevada
|
$139K
|
-$404K
|
-9,058
|
-74%
|
|
|
86
|
US Bancorp
Minneapolis,
Minnesota
|
$114K
|
-$1.96K
|
-44
|
-2%
|
|
|
87
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$111K
|
–
|
–
|
–
|
|
|
88
|
Steward Partners Investment Advisory
New York
|
$99K
|
-$13.4K
|
-300
|
-12%
|
|
|
89
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$97K
|
–
|
–
|
–
|
|
|
90
|
Geneos Wealth Management
Englewood,
Colorado
|
$88K
|
-$4.1K
|
-92
|
-4%
|
|
|
91
|
Focused Wealth Management
Newburgh,
New York
|
$79K
|
+$357
|
+8
|
+0.5%
|
|
|
92
|
Tower Research Capital (TRC)
New York
|
$53K
|
-$74.6K
|
-1,672
|
-58%
|
|
|
93
|
Global Retirement Partners
San Rafael,
California
|
$53K
|
-$32K
|
-717
|
-37%
|
|
|
94
|
TCI Wealth Advisors
Tucson,
Arizona
|
$51K
|
+$51.2K
|
+1,147
|
New
|
|
|
95
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$46K
|
–
|
–
|
–
|
|
|
96
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$37K
|
–
|
–
|
–
|
|
|
97
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$30K
|
–
|
–
|
–
|
|
|
98
|
|
$23K
|
–
|
–
|
–
|
|
|
99
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
+$19.4K
|
+434
|
+517%
|
|
|
100
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
