|
51
|
Sargent Investment Group
Bethesda,
Maryland
|
$249K
|
–
|
–
|
–
|
|
|
52
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$241K
|
+$227K
|
+1,720
|
New
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$241K
|
+$227K
|
+1,725
|
New
|
|
|
54
|
Brighton Jones LLC
Seattle,
Washington
|
$228K
|
+$215K
|
+1,632
|
New
|
|
|
55
|
Advisory Services Network
Atlanta,
Georgia
|
$213K
|
+$200K
|
+1,520
|
New
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$203K
|
-$197K
|
-1,496
|
-51%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$196K
|
+$155K
|
+1,178
|
+531%
|
|
|
58
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$184K
|
–
|
–
|
–
|
|
|
59
|
Cetera Advisor Networks
El Segundo,
California
|
$181K
|
+$171K
|
+1,295
|
New
|
|
|
60
|
Belpointe Asset Management
Reno,
Nevada
|
$158K
|
–
|
–
|
–
|
|
|
61
|
Firestone Capital Management
Coral Gables,
Florida
|
$151K
|
–
|
–
|
–
|
|
|
62
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$93K
|
–
|
–
|
–
|
|
|
63
|
Asset Dedication LLC
San Francisco,
California
|
$84K
|
–
|
–
|
–
|
|
|
64
|
Howe & Rusling
Rochester,
New York
|
$70K
|
+$3.69K
|
+28
|
+6%
|
|
|
65
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$44K
|
-$8.3K
|
-63
|
-17%
|
|
|
66
|
|
$34K
|
–
|
–
|
–
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$32K
|
–
|
–
|
–
|
|
|
68
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
69
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$21K
|
+$9.36K
|
+71
|
+87%
|
|
|
70
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
+$1.05K
|
+8
|
+8%
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
$8K
|
-$132
|
-1
|
-2%
|
|
|
72
|
|
$6K
|
–
|
–
|
–
|
|
|
73
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
74
|
|
$5K
|
+$4.88K
|
+37
|
New
|
|
|
75
|
Private Ocean
San Rafael,
California
|
$2K
|
–
|
–
|
–
|
|
