|
101
|
M Holdings Securities
Portland,
Oregon
|
$227K
|
+$216K
|
+5,840
|
New
|
|
|
102
|
Bank of New York Mellon
New York
|
$225K
|
+$214K
|
+5,788
|
New
|
|
|
103
|
Donor Advised Charitable Giving
San Francisco,
California
|
$219K
|
+$208K
|
+5,636
|
New
|
|
|
104
|
United Capital Financial Advisors
Irving,
Texas
|
$207K
|
+$196K
|
+5,316
|
New
|
|
|
105
|
Fortis Advisors
Wayne,
Pennsylvania
|
$206K
|
+$443
|
+12
|
+0.2%
|
|
|
106
|
American Portfolios Advisors
Holbrook,
New York
|
$206K
|
+$443
|
+12
|
+0.2%
|
|
|
107
|
First Horizon Advisors
Memphis,
Tennessee
|
$184K
|
–
|
–
|
–
|
|
|
108
|
Cetera Advisors
Denver,
Colorado
|
$184K
|
+$175K
|
+4,728
|
New
|
|
|
109
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$177K
|
+$148
|
+4
|
+0.1%
|
|
|
110
|
Centaurus Financial
Anaheim,
California
|
$173K
|
+$16.2K
|
+440
|
+11%
|
|
|
111
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$156K
|
-$61K
|
-1,652
|
-29%
|
|
|
112
|
Fidelity Investments
Boston,
Massachusetts
|
$139K
|
+$29.8K
|
+808
|
+29%
|
|
|
113
|
|
$125K
|
+$1.33K
|
+36
|
+1%
|
|
|
114
|
|
$115K
|
-$115K
|
-3,124
|
-51%
|
|
|
115
|
Pathstone Family Office
Englewood,
New Jersey
|
$110K
|
+$295
|
+8
|
+0.3%
|
|
|
116
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
-$13K
|
-352
|
-12%
|
|
|
117
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$104K
|
–
|
–
|
–
|
|
|
118
|
Private Ocean
San Rafael,
California
|
$95K
|
+$295
|
+8
|
+0.3%
|
|
|
119
|
Simon Quick Advisors
Morristown,
New Jersey
|
$93K
|
+$87.9K
|
+2,380
|
New
|
|
|
120
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$83K
|
–
|
–
|
–
|
|
|
121
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$62K
|
-$36.9K
|
-1,000
|
-38%
|
|
|
122
|
Asset Dedication LLC
San Francisco,
California
|
$58K
|
+$148
|
+4
|
+0.3%
|
|
|
123
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$55K
|
–
|
–
|
–
|
|
|
124
|
Executive Wealth Management
Brighton,
Michigan
|
$47K
|
-$12.8K
|
-348
|
-22%
|
|
|
125
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$46.6K
|
+$44.3K
|
+1,200
|
New
|
|
