|
51
|
Calton & Associates
Tampa,
Florida
|
$285K
|
+$273K
|
+5,750
|
New
|
|
|
52
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$270K
|
–
|
–
|
–
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$263K
|
+$4.74K
|
+100
|
+2%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$243K
|
–
|
–
|
–
|
|
|
55
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$221K
|
-$28.5K
|
-601
|
-12%
|
|
|
56
|
Harbour Investments
Madison,
Wisconsin
|
$218K
|
+$14.1K
|
+297
|
+7%
|
|
|
57
|
Bison Wealth
Atlanta,
Georgia
|
$215K
|
-$66.9K
|
-1,411
|
-25%
|
|
|
58
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$204K
|
+$195K
|
+4,115
|
New
|
|
|
59
|
Cetera Advisors
Denver,
Colorado
|
$203K
|
+$194K
|
+4,098
|
New
|
|
|
60
|
|
$201K
|
+$192K
|
+4,056
|
New
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$118K
|
+$113K
|
+2,374
|
New
|
|
|
62
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$106K
|
-$10.4K
|
-220
|
-9%
|
|
|
63
|
EP Wealth Advisors
Torrance,
California
|
$103K
|
+$98.3K
|
+2,072
|
New
|
|
|
64
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$84.4K
|
+$80.6K
|
+1,700
|
New
|
|
|
65
|
Barclays
London,
United Kingdom
|
$79.7K
|
–
|
–
|
–
|
|
|
66
|
Hollencrest Capital Management
Newport Beach,
California
|
$74.4K
|
–
|
–
|
–
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$69K
|
–
|
–
|
–
|
|
|
68
|
Global Retirement Partners
San Rafael,
California
|
$66.7K
|
+$6.17K
|
+130
|
+11%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$54.8K
|
–
|
–
|
–
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$48.6K
|
+$46.5K
|
+980
|
New
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44.8K
|
+$42.8K
|
+903
|
New
|
|
|
72
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$41.5K
|
–
|
–
|
–
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$36.6K
|
–
|
–
|
–
|
|
|
74
|
Creative Financial Designs
Kokomo,
Indiana
|
$29.7K
|
–
|
–
|
–
|
|
|
75
|
NBT Bank
Norwich,
New York
|
$24.8K
|
–
|
–
|
–
|
|
