|
51
|
Whittier Trust
South Pasadena,
California
|
$342K
|
+$286K
|
+11,393
|
+508%
|
|
|
52
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$331K
|
+$6.75K
|
+269
|
+2%
|
|
|
53
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$308K
|
+$308K
|
+12,285
|
New
|
|
|
54
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$284K
|
-$57.8K
|
-2,301
|
-17%
|
|
|
55
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$269K
|
–
|
–
|
–
|
|
|
56
|
Retirement Group
San Diego,
California
|
$212K
|
+$226
|
+9
|
+0.1%
|
|
|
57
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$203K
|
–
|
–
|
–
|
|
|
58
|
William Blair & Company
Chicago,
Illinois
|
$199K
|
–
|
–
|
–
|
|
|
59
|
Elmwood Wealth Management
Berkeley,
California
|
$100K
|
+$100K
|
+4,000
|
New
|
|
|
60
|
UBS Group
Zurich,
Switzerland
|
$87K
|
+$87.2K
|
+3,476
|
New
|
|
|
61
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$45K
|
–
|
–
|
–
|
|
|
62
|
Strategic Blueprint
Atlanta,
Georgia
|
$29K
|
+$29.3K
|
+1,166
|
New
|
|
|
63
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$26K
|
+$25
|
+1
|
+0.1%
|
|
|
64
|
Harbour Investments
Madison,
Wisconsin
|
$21K
|
–
|
–
|
–
|
|
|
65
|
Bogart Wealth LLC
Mclean,
Virginia
|
$16K
|
+$16K
|
+637
|
New
|
|
|
66
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$12K
|
+$25
|
+1
|
+0.2%
|
|
|
67
|
Rockefeller Capital Management
New York
|
$10K
|
–
|
–
|
–
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$5K
|
+$5.2K
|
+207
|
+20,700%
|
|
|
69
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
71
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$205K
|
-8,183
|
Closed
|
|
|
72
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$100K
|
-4,000
|
Closed
|
|
|
73
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$61K
|
-2,450
|
Closed
|
|
|
74
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$45.1K
|
-1,800
|
Closed
|
|
|
75
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$43.2K
|
-1,723
|
Closed
|
|
