|
26
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$408K
|
–
|
–
|
–
|
|
|
27
|
Lodestar Private Asset Management
Alamo,
California
|
$360K
|
-$91.5K
|
-1,229
|
-20%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$359K
|
-$30.1K
|
-404
|
-8%
|
|
|
29
|
Breakwater Investment Management
Seattle,
Washington
|
$352K
|
–
|
–
|
–
|
|
|
30
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$324K
|
–
|
–
|
–
|
|
|
31
|
MML Investors Services
Springfield,
Massachusetts
|
$295K
|
+$2.16K
|
+29
|
+0.7%
|
|
|
32
|
Wealthfront Advisers
Palo Alto,
California
|
$284K
|
+$41.2K
|
+553
|
+17%
|
|
|
33
|
Prospera Financial Services
Dallas,
Texas
|
$277K
|
–
|
–
|
–
|
|
|
34
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$264K
|
-$74
|
-1
|
-0%
|
|
|
35
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$263K
|
+$49K
|
+658
|
+23%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$248K
|
-$37.1K
|
-498
|
-13%
|
|
|
37
|
Tortoise Investment Management
White Plains,
New York
|
$220K
|
-$11.2K
|
-150
|
-5%
|
|
|
38
|
|
$213K
|
–
|
–
|
–
|
|
|
39
|
Sunbelt Securities
Houston,
Texas
|
$154K
|
-$61.1K
|
-820
|
-28%
|
|
|
40
|
|
$153K
|
+$130K
|
+1,742
|
+506%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$147K
|
–
|
–
|
–
|
|
|
42
|
Global Retirement Partners
San Rafael,
California
|
$128K
|
+$27.6K
|
+371
|
+27%
|
|
|
43
|
Clearstead Advisors
Cleveland,
Ohio
|
$111K
|
–
|
–
|
–
|
|
|
44
|
Larson Financial Group
St Louis,
Missouri
|
$79.4K
|
-$5.96K
|
-80
|
-7%
|
|
|
45
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$72.5K
|
–
|
–
|
–
|
|
|
46
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$56.4K
|
–
|
–
|
–
|
|
|
47
|
Manchester Capital Management
Manchester,
Vermont
|
$51.4K
|
–
|
–
|
–
|
|
|
48
|
SBI Securities
Tokyo,
Japan
|
$42.9K
|
-$1.12K
|
-15
|
-3%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
50
|
Advisory Services Network
Atlanta,
Georgia
|
$29.4K
|
+$29.8K
|
+400
|
New
|
|
