|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$409K
|
-$171K
|
-17,770
|
-32%
|
|
|
52
|
Planning Alternatives
Birmingham,
Michigan
|
$393K
|
+$96.3K
|
+10,000
|
+34%
|
|
|
53
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$364K
|
-$8.68K
|
-901
|
-2%
|
|
|
54
|
|
$328K
|
+$313K
|
+32,500
|
New
|
|
|
55
|
Kingswood Wealth Advisors
San Diego,
California
|
$324K
|
+$26.2K
|
+2,715
|
+9%
|
|
|
56
|
Bank of America
Charlotte,
North Carolina
|
$313K
|
-$21.5K
|
-2,236
|
-7%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$301K
|
-$287K
|
-29,801
|
-50%
|
|
|
58
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$288K
|
–
|
–
|
–
|
|
|
59
|
Rockefeller Capital Management
New York
|
$282K
|
-$17.5K
|
-1,813
|
-6%
|
|
|
60
|
Bank of New York Mellon
New York
|
$246K
|
-$145K
|
-15,022
|
-38%
|
|
|
61
|
Brown Advisory
Baltimore,
Maryland
|
$243K
|
–
|
–
|
–
|
|
|
62
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$228K
|
+$2.08K
|
+216
|
+1%
|
|
|
63
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$223K
|
-$60.9K
|
-6,325
|
-22%
|
|
|
64
|
Raymond James Trust
St. Petersburg,
Florida
|
$222K
|
-$38.5K
|
-4,000
|
-15%
|
|
|
65
|
Concurrent Investment Advisors
Tampa,
Florida
|
$220K
|
-$9.2K
|
-955
|
-4%
|
|
|
66
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$200K
|
–
|
–
|
–
|
|
|
67
|
Nomura Holdings
Tokyo,
Japan
|
$187K
|
+$963
|
+100
|
+0.5%
|
|
|
68
|
Shufro Rose & Co
New York
|
$186K
|
–
|
–
|
–
|
|
|
69
|
Simon Quick Advisors
Morristown,
New Jersey
|
$176K
|
-$79.8K
|
-8,290
|
-32%
|
|
|
70
|
Kestra Private Wealth Services
Austin,
Texas
|
$175K
|
+$433
|
+45
|
+0.3%
|
|
|
71
|
Capital Investment Advisors
Atlanta,
Georgia
|
$170K
|
–
|
–
|
–
|
|
|
72
|
LexAurum Advisors
Overland Park,
Kansas
|
$151K
|
–
|
–
|
–
|
|
|
73
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$151K
|
–
|
–
|
–
|
|
|
74
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$147K
|
+$10K
|
+1,042
|
+8%
|
|
|
75
|
Cresset Asset Management
Chicago,
Illinois
|
$145K
|
–
|
–
|
–
|
|
