|
51
|
Creative Planning
Overland Park,
Kansas
|
$203K
|
+$202K
|
+3,233
|
New
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$142K
|
–
|
–
|
–
|
|
|
53
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$138K
|
–
|
–
|
–
|
|
|
54
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$118K
|
+$117K
|
+1,877
|
New
|
|
|
55
|
Spire Wealth Management
Mclean,
Virginia
|
$114K
|
–
|
–
|
–
|
|
|
56
|
First Horizon Advisors
Memphis,
Tennessee
|
$105K
|
+$751
|
+12
|
+0.7%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$54.7K
|
-$24.7K
|
-394
|
-31%
|
|
|
58
|
Milestone Investment Advisors
Middleton,
Wisconsin
|
$54.2K
|
+$50.3K
|
+804
|
+1,363%
|
|
|
59
|
Advisornet Financial
Minnetonka,
Minnesota
|
$38.5K
|
–
|
–
|
–
|
|
|
60
|
|
$38.3K
|
+$38.2K
|
+610
|
New
|
|
|
61
|
AllSquare Wealth Management
Albany,
New York
|
$35.4K
|
–
|
–
|
–
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$20K
|
+$19.9K
|
+318
|
New
|
|
|
63
|
VisionPoint Advisory Group
Dallas,
Texas
|
$14.7K
|
+$376
|
+6
|
+3%
|
|
|
64
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$8.66K
|
+$3.25K
|
+52
|
+60%
|
|
|
65
|
Rain Capital Management
Lake Oswego,
Oregon
|
$7.31K
|
–
|
–
|
–
|
|
|
66
|
Larson Financial Group
St Louis,
Missouri
|
$6.25K
|
+$63
|
+1
|
+1%
|
|
|
67
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.53K
|
–
|
–
|
–
|
|
|
68
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$3K
|
+$63
|
+1
|
+2%
|
|
|
69
|
Cambridge Trust
Cambridge,
Massachusetts
|
$2.2K
|
+$2.19K
|
+35
|
New
|
|
|
70
|
|
–
|
-$6.25M
|
-98,587
|
Closed
|
|
|
71
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$5.69M
|
-89,819
|
Closed
|
|
|
72
|
New York Life Investment Management
New York
|
–
|
-$853K
|
-13,463
|
Closed
|
|
|
73
|
Annapolis Financial Services
Annapolis,
Maryland
|
–
|
-$773K
|
-12,194
|
Closed
|
|
|
74
|
Shotwell Rutter Baer
Lansing,
Michigan
|
–
|
-$413K
|
-6,526
|
Closed
|
|
|
75
|
BIP Wealth
Atlanta,
Georgia
|
–
|
-$281K
|
-4,435
|
Closed
|
|
