|
51
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$232K
|
+$233K
|
+11,364
|
New
|
|
|
52
|
|
$230K
|
-$260K
|
-12,676
|
-53%
|
|
|
53
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$224K
|
+$225K
|
+10,988
|
New
|
|
|
54
|
Klingman & Associates
New York
|
$222K
|
+$20.5K
|
+1,000
|
+10%
|
|
|
55
|
Wintrust Investments
Chicago,
Illinois
|
$220K
|
+$222K
|
+10,800
|
New
|
|
|
56
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$212K
|
–
|
–
|
–
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$207K
|
+$64.4K
|
+3,139
|
+45%
|
|
|
58
|
Brown Brothers Harriman & Co
New York
|
$145K
|
+$146K
|
+7,130
|
New
|
|
|
59
|
LifePlan Financial Group
Dayton,
Ohio
|
$84K
|
+$84.4K
|
+4,115
|
New
|
|
|
60
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$36K
|
+$328
|
+16
|
+0.9%
|
|
|
61
|
American Portfolios Advisors
Holbrook,
New York
|
$35.3K
|
+$10.6K
|
+518
|
+43%
|
|
|
62
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$29K
|
-$78K
|
-3,800
|
-73%
|
|
|
63
|
Valeo Financial Advisors
Carmel,
Indiana
|
$28K
|
+$27.9K
|
+1,358
|
New
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$21K
|
+$5.5K
|
+268
|
+34%
|
|
|
65
|
|
$20K
|
+$20.1K
|
+979
|
New
|
|
|
66
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17K
|
+$13.7K
|
+666
|
+374%
|
|
|
67
|
Advisory Services Network
Atlanta,
Georgia
|
$14K
|
-$15K
|
-729
|
-51%
|
|
|
68
|
Ballew Advisors
Jackson,
Mississippi
|
$14K
|
+$14.4K
|
+700
|
New
|
|
|
69
|
MCF Advisors
Covington,
Kentucky
|
$11K
|
+$11.5K
|
+562
|
New
|
|
|
70
|
D. Scott Neal
Lexington,
Kentucky
|
$4K
|
-$1.72M
|
-83,687
|
-100%
|
|
|
71
|
Private Vista
Chicago,
Illinois
|
–
|
-$7.22M
|
-346,770
|
Closed
|
|
|
72
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$4.03M
|
-193,628
|
Closed
|
|
|
73
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$3.99M
|
-192,293
|
Closed
|
|
|
74
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$3.12M
|
-151,874
|
Closed
|
|
|
75
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$2.6M
|
-124,932
|
Closed
|
|
