|
26
|
Independent Family Office
Albany,
New York
|
$382K
|
-$217K
|
-2,700
|
-35%
|
|
|
27
|
Generation Capital Management
Pittsford,
New York
|
$382K
|
+$403K
|
+5,000
|
New
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$377K
|
–
|
–
|
–
|
|
|
29
|
Tortoise Investment Management
White Plains,
New York
|
$371K
|
-$52.4K
|
-650
|
-12%
|
|
|
30
|
Breakwater Investment Management
Seattle,
Washington
|
$370K
|
–
|
–
|
–
|
|
|
31
|
M Financial Asset Management
Portland,
Oregon
|
$362K
|
-$160K
|
-1,987
|
-29%
|
|
|
32
|
Brookstone Capital Management
Wheaton,
Illinois
|
$351K
|
+$46.8K
|
+581
|
+14%
|
|
|
33
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$337K
|
–
|
–
|
–
|
|
|
34
|
|
$330K
|
+$8.13K
|
+101
|
+2%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$328K
|
+$403
|
+5
|
+0.1%
|
|
|
36
|
Prospera Financial Services
Dallas,
Texas
|
$288K
|
-$8.21K
|
-102
|
-3%
|
|
|
37
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$285K
|
-$36K
|
-447
|
-11%
|
|
|
38
|
Wealthfront Advisers
Palo Alto,
California
|
$280K
|
+$1.61K
|
+20
|
+0.5%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$265K
|
+$27.1K
|
+337
|
+11%
|
|
|
40
|
First Horizon Advisors
Memphis,
Tennessee
|
$264K
|
-$28.8K
|
-357
|
-9%
|
|
|
41
|
|
$235K
|
+$57.3K
|
+711
|
+30%
|
|
|
42
|
Sunbelt Securities
Houston,
Texas
|
$222K
|
+$235K
|
+2,913
|
New
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$214K
|
-$1.69K
|
-21
|
-0.7%
|
|
|
44
|
Comerica Bank
Dallas,
Texas
|
$153K
|
–
|
–
|
–
|
|
|
45
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$122K
|
-$19.3K
|
-240
|
-13%
|
|
|
46
|
Clearstead Advisors
Cleveland,
Ohio
|
$114K
|
+$564
|
+7
|
+0.5%
|
|
|
47
|
Larson Financial Group
St Louis,
Missouri
|
$108K
|
-$15.1K
|
-188
|
-12%
|
|
|
48
|
Global Retirement Partners
San Rafael,
California
|
$84.8K
|
-$3.79K
|
-47
|
-4%
|
|
|
49
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$75.4K
|
–
|
–
|
–
|
|
|
50
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$58.8K
|
–
|
–
|
–
|
|
