|
51
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$257K
|
+$246K
|
+1,756
|
New
|
|
|
52
|
Brighton Jones LLC
Seattle,
Washington
|
$237K
|
+$2.1K
|
+15
|
+0.9%
|
|
|
53
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$233K
|
–
|
–
|
–
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$205K
|
+$196K
|
+1,399
|
New
|
|
|
55
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$192K
|
–
|
–
|
–
|
|
|
56
|
Belpointe Asset Management
Reno,
Nevada
|
$166K
|
–
|
–
|
–
|
|
|
57
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$139K
|
+$140
|
+1
|
+0.1%
|
|
|
58
|
Advisory Services Network
Atlanta,
Georgia
|
$137K
|
+$131K
|
+938
|
New
|
|
|
59
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$98K
|
–
|
–
|
–
|
|
|
60
|
Asset Dedication LLC
San Francisco,
California
|
$88K
|
–
|
–
|
–
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
+$140
|
+1
|
+0.3%
|
|
|
62
|
Geneos Wealth Management
Englewood,
Colorado
|
$34K
|
–
|
–
|
–
|
|
|
63
|
Rockefeller Capital Management
New York
|
$32K
|
+$30.9K
|
+221
|
New
|
|
|
64
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
65
|
Next Financial Group
Houston,
Texas
|
$25K
|
+$23.9K
|
+171
|
New
|
|
|
66
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
67
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
68
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$12K
|
+$3.5K
|
+25
|
+44%
|
|
|
69
|
1 North Wealth Services
Annapolis,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
70
|
|
$6K
|
–
|
–
|
–
|
|
|
71
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$6K
|
+$5.74K
|
+41
|
New
|
|
|
72
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$5K
|
+$5.6K
|
+40
|
New
|
|
|
73
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$840
|
+6
|
+86%
|
|
|
74
|
|
–
|
-$3.29M
|
-24,364
|
Closed
|
|
|
75
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$399K
|
-2,948
|
Closed
|
|
