|
51
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$6.67M
|
-$310K
|
-3,674
|
-4%
|
|
|
52
|
WesBanco Bank
Wheeling,
West Virginia
|
$6.21M
|
–
|
–
|
–
|
|
|
53
|
Ameriprise
Minneapolis,
Minnesota
|
$6.11M
|
-$7.62M
|
-90,317
|
-55%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$5.74M
|
+$1.47M
|
+17,454
|
+33%
|
|
|
55
|
|
$5.67M
|
+$2.02M
|
+23,906
|
+52%
|
|
|
56
|
UBP Investment Advisors
Geneva,
Switzerland
|
$5.65M
|
+$565K
|
+6,705
|
+11%
|
|
|
57
|
Ledge Wealth Management
Sartell,
Minnesota
|
$5.26M
|
+$5.47M
|
+64,906
|
New
|
|
|
58
|
Global Retirement Partners
San Rafael,
California
|
$5.18M
|
+$12.6K
|
+150
|
+0.2%
|
|
|
59
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.07M
|
+$62.4K
|
+740
|
+1%
|
|
|
60
|
|
$5.03M
|
+$52.6K
|
+624
|
+1%
|
|
|
61
|
Davenport & Co
Richmond,
Virginia
|
$5.01M
|
+$1.78M
|
+21,163
|
+52%
|
|
|
62
|
Clearstead Advisors
Cleveland,
Ohio
|
$4.91M
|
-$843
|
-10
|
-0%
|
|
|
63
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.87M
|
–
|
–
|
–
|
|
|
64
|
HSBC Holdings
London,
United Kingdom
|
$4.52M
|
–
|
–
|
–
|
|
|
65
|
Rakuten Investment Management
Tokyo,
Japan
|
$4.45M
|
+$599K
|
+7,100
|
+15%
|
|
|
66
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.06M
|
+$175K
|
+2,080
|
+4%
|
|
|
67
|
Atria Investments
Charlotte,
North Carolina
|
$3.77M
|
+$339K
|
+4,015
|
+9%
|
|
|
68
|
Stifel Financial
St. Louis,
Missouri
|
$3.55M
|
+$1.15M
|
+13,671
|
+45%
|
|
|
69
|
Insight Wealth Strategies
San Ramon,
California
|
$3.53M
|
+$95.4K
|
+1,131
|
+3%
|
|
|
70
|
AE Wealth Management
Topeka,
Kansas
|
$3.43M
|
-$20K
|
-237
|
-0.6%
|
|
|
71
|
Gould Asset Management
Claremont,
California
|
$3.33M
|
+$202K
|
+2,392
|
+6%
|
|
|
72
|
Victory Capital Management
San Antonio,
Texas
|
$3.04M
|
+$3.16M
|
+37,455
|
New
|
|
|
73
|
|
$3.01M
|
-$698K
|
-8,284
|
-18%
|
|
|
74
|
Stableford Capital II
Scottsdale,
Arizona
|
$3M
|
-$224K
|
-2,657
|
-7%
|
|
|
75
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$2.84M
|
-$4.64M
|
-55,000
|
-61%
|
|
