|
51
|
Zevin Asset Management
Boston,
Massachusetts
|
$252K
|
–
|
–
|
–
|
|
|
52
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$244K
|
-$179K
|
-1,165
|
-44%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$233K
|
+$230K
|
+1,494
|
New
|
|
|
54
|
Mirsky Financial Management
Rochester,
New York
|
$232K
|
–
|
–
|
–
|
|
|
55
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$231K
|
-$28.7K
|
-186
|
-11%
|
|
|
56
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$229K
|
-$99.7K
|
-647
|
-31%
|
|
|
57
|
TD Private Client Wealth
New York
|
$222K
|
+$142K
|
+924
|
+186%
|
|
|
58
|
Lee Financial
Dallas,
Texas
|
$149K
|
+$3.08K
|
+20
|
+2%
|
|
|
59
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$134K
|
–
|
–
|
–
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$134K
|
+$15.4K
|
+100
|
+13%
|
|
|
61
|
Exane Derivatives
Paris,
France
|
$130K
|
+$129K
|
+835
|
New
|
|
|
62
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$126K
|
+$124K
|
+805
|
New
|
|
|
63
|
Geneos Wealth Management
Englewood,
Colorado
|
$119K
|
+$2.31K
|
+15
|
+2%
|
|
|
64
|
First Command Bank
Fort Worth,
Texas
|
$119K
|
+$117K
|
+761
|
New
|
|
|
65
|
First Command Financial Services
Fort Worth,
Texas
|
$119K
|
+$117K
|
+761
|
New
|
|
|
66
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$118K
|
–
|
–
|
–
|
|
|
67
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$94K
|
+$92.4K
|
+600
|
New
|
|
|
68
|
PrairieView Partners
St. Paul,
Minnesota
|
$93K
|
–
|
–
|
–
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$87K
|
-$1.79M
|
-11,589
|
-95%
|
|
|
70
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$85K
|
–
|
–
|
–
|
|
|
71
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$66K
|
+$65.2K
|
+423
|
New
|
|
|
72
|
Ironwood Financial
Tucson,
Arizona
|
$59K
|
+$770
|
+5
|
+1%
|
|
|
73
|
Destiny Wealth Partners
Tavares,
Florida
|
$57K
|
+$56.7K
|
+368
|
New
|
|
|
74
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$47K
|
–
|
–
|
–
|
|
|
75
|
Elmwood Wealth Management
Berkeley,
California
|
$41K
|
+$40.8K
|
+265
|
New
|
|
