|
51
|
Moors & Cabot
Boston,
Massachusetts
|
$333K
|
+$318K
|
+8,375
|
New
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$328K
|
+$11.1K
|
+292
|
+4%
|
|
|
53
|
Venturi Wealth Management
Austin,
Texas
|
$297K
|
–
|
–
|
–
|
|
|
54
|
Portfolio Strategies
Monsey,
New York
|
$219K
|
–
|
–
|
–
|
|
|
55
|
Bank of New York Mellon
New York
|
$203K
|
+$199K
|
+5,232
|
New
|
|
|
56
|
NewEdge Advisors
New Orleans,
Louisiana
|
$203K
|
+$199K
|
+5,243
|
New
|
|
|
57
|
Fidelity Investments
Boston,
Massachusetts
|
$169K
|
+$166K
|
+4,367
|
New
|
|
|
58
|
Belpointe Asset Management
Reno,
Nevada
|
$144K
|
+$142K
|
+3,727
|
New
|
|
|
59
|
Sandy Spring Bank
Olney,
Maryland
|
$129K
|
+$76.8K
|
+2,022
|
+153%
|
|
|
60
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$110K
|
+$108K
|
+2,842
|
New
|
|
|
61
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$104K
|
+$102K
|
+2,689
|
New
|
|
|
62
|
Private Capital Group
West Hartford,
Connecticut
|
$83K
|
+$13.3K
|
+351
|
+19%
|
|
|
63
|
Avantax Planning Partners
Dubuque,
Iowa
|
$75K
|
+$73.6K
|
+1,937
|
New
|
|
|
64
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$74K
|
+$15.7K
|
+414
|
+28%
|
|
|
65
|
Schroder Investment Management Group
London,
United Kingdom
|
$70K
|
–
|
–
|
–
|
|
|
66
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$51K
|
–
|
–
|
–
|
|
|
67
|
Hartford Financial Management
Hartford,
Connecticut
|
$45K
|
–
|
–
|
–
|
|
|
68
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$45K
|
+$7.6K
|
+200
|
+21%
|
|
|
69
|
Covington Capital Management
Los Angeles,
California
|
$28K
|
–
|
–
|
–
|
|
|
70
|
|
$26K
|
+$26K
|
+684
|
New
|
|
|
71
|
West Oak Capital
Westlake Village,
California
|
$21.3K
|
-$79.8K
|
-2,100
|
-79%
|
|
|
72
|
Royal Fund Management
Lady Lake,
Florida
|
$20K
|
–
|
–
|
–
|
|
|
73
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$19K
|
–
|
–
|
–
|
|
|
74
|
Gradient Investments
Arden Hills,
Minnesota
|
$17K
|
+$16.3K
|
+430
|
New
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
$13K
|
+$12.3K
|
+325
|
New
|
|
