|
51
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$1.18M
|
–
|
–
|
–
|
|
|
52
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.17M
|
+$1.16M
|
+14,486
|
New
|
|
|
53
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$1.11M
|
+$36.9K
|
+460
|
+3%
|
|
|
54
|
Sentinel Trust
Houston,
Texas
|
$970K
|
-$3.45K
|
-43
|
-0.4%
|
|
|
55
|
Vista Capital Partners
Portland,
Oregon
|
$950K
|
–
|
–
|
–
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$859K
|
-$38.1K
|
-475
|
-4%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$815K
|
-$15.2K
|
-189
|
-2%
|
|
|
58
|
Cedar Wealth Management
Walnut Creek,
California
|
$805K
|
–
|
–
|
–
|
|
|
59
|
Parsons Capital Management
Providence,
Rhode Island
|
$793K
|
-$12.8K
|
-160
|
-2%
|
|
|
60
|
Horizon Family Wealth
Chicago,
Illinois
|
$775K
|
+$4.41K
|
+55
|
+0.6%
|
|
|
61
|
Kestra Advisory Services
Austin,
Texas
|
$749K
|
+$64.6K
|
+806
|
+10%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$737K
|
-$191K
|
-2,378
|
-21%
|
|
|
63
|
Addison Advisors
Middlebury,
Vermont
|
$718K
|
-$6.65K
|
-83
|
-0.9%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$680K
|
+$25.6K
|
+319
|
+4%
|
|
|
65
|
Firestone Capital Management
Coral Gables,
Florida
|
$659K
|
–
|
–
|
–
|
|
|
66
|
MAI Capital Management
Independence,
Ohio
|
$652K
|
+$471K
|
+5,874
|
+267%
|
|
|
67
|
M. Kraus & Co
Shelburne,
Vermont
|
$646K
|
–
|
–
|
–
|
|
|
68
|
Jones Financial Companies
Des Peres,
Missouri
|
$642K
|
+$79K
|
+985
|
+14%
|
|
|
69
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$627K
|
+$24.1K
|
+301
|
+4%
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$627K
|
+$612K
|
+7,637
|
+6,260%
|
|
|
71
|
Pacific Sun Financial
Los Angeles,
California
|
$625K
|
-$99K
|
-1,235
|
-14%
|
|
|
72
|
F/M Investments
Washington,
District of Columbia
|
$618K
|
-$134K
|
-1,673
|
-18%
|
|
|
73
|
Charter Capital Management
Brookfield,
Wisconsin
|
$609K
|
–
|
–
|
–
|
|
|
74
|
Geneos Wealth Management
Englewood,
Colorado
|
$596K
|
–
|
–
|
–
|
|
|
75
|
Beacon Pointe Advisors
Newport Beach,
California
|
$592K
|
-$48.9K
|
-610
|
-8%
|
|
