|
51
|
CreativeOne Wealth
Overland Park,
Kansas
|
$301K
|
+$332K
|
+9,700
|
New
|
|
|
52
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
53
|
Focus Financial Network
Minneapolis,
Minnesota
|
$250K
|
–
|
–
|
–
|
|
|
54
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
55
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$226K
|
–
|
–
|
–
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$222K
|
-$116K
|
-3,395
|
-32%
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$222K
|
-$83.7K
|
-2,450
|
-25%
|
|
|
58
|
Oppenheimer & Co
New York
|
$204K
|
-$42.9K
|
-1,255
|
-16%
|
|
|
59
|
Spire Wealth Management
Mclean,
Virginia
|
$180K
|
+$684
|
+20
|
+0.3%
|
|
|
60
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$149K
|
–
|
–
|
–
|
|
|
61
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$118K
|
–
|
–
|
–
|
|
|
62
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$116K
|
–
|
–
|
–
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$114K
|
-$39.6K
|
-1,160
|
-26%
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$105K
|
-$14K
|
-410
|
-11%
|
|
|
65
|
SOA Wealth Advisors
New York
|
$94K
|
+$513
|
+15
|
+0.5%
|
|
|
66
|
Tradewinds Capital Management
Bellingham,
Washington
|
$89K
|
+$513
|
+15
|
+0.5%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$88K
|
+$97.2K
|
+2,845
|
+28,450%
|
|
|
68
|
Huntington National Bank
Columbus,
Ohio
|
$80K
|
–
|
–
|
–
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$75K
|
+$854
|
+25
|
+1%
|
|
|
70
|
Gradient Investments
Arden Hills,
Minnesota
|
$73K
|
-$45.7M
|
-1,337,710
|
-100%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$54K
|
-$5.98K
|
-175
|
-9%
|
|
|
72
|
Whittier Trust
South Pasadena,
California
|
$44K
|
–
|
–
|
–
|
|
|
73
|
Tower Research Capital (TRC)
New York
|
$37K
|
-$141K
|
-4,125
|
-78%
|
|
|
74
|
James Investment Research
Alpha,
Ohio
|
$32K
|
-$31.1K
|
-910
|
-47%
|
|
|
75
|
Clearstead Advisors
Cleveland,
Ohio
|
$31K
|
+$171
|
+5
|
+0.5%
|
|
