|
51
|
SeaCrest Wealth Management
Purchase,
New York
|
$375K
|
+$89.9K
|
+2,027
|
+31%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$340K
|
+$3.46K
|
+78
|
+1%
|
|
|
53
|
First United Bank & Trust
Oakland,
Maryland
|
$309K
|
-$42.8K
|
-965
|
-12%
|
|
|
54
|
M&T Bank
Buffalo,
New York
|
$307K
|
–
|
–
|
–
|
|
|
55
|
Private Advisor Group
Morristown,
New Jersey
|
$237K
|
–
|
–
|
–
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$215K
|
+$216K
|
+4,873
|
New
|
|
|
57
|
|
$199K
|
-$490K
|
-11,057
|
-71%
|
|
|
58
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$155K
|
–
|
–
|
–
|
|
|
59
|
William Blair & Company
Chicago,
Illinois
|
$145K
|
+$57.1K
|
+1,287
|
+64%
|
|
|
60
|
4Thought Financial Group
Syosset,
New York
|
$135K
|
+$8.91K
|
+201
|
+7%
|
|
|
61
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$131K
|
-$10.2K
|
-231
|
-6%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$125K
|
+$9.8K
|
+221
|
+8%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$110K
|
–
|
–
|
–
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$92.9K
|
–
|
–
|
–
|
|
|
65
|
Activest Wealth Management
Aventure,
Florida
|
$92K
|
–
|
–
|
–
|
|
|
66
|
Private Trust Company
Cleveland,
Ohio
|
$83.2K
|
–
|
–
|
–
|
|
|
67
|
Harbour Investments
Madison,
Wisconsin
|
$80.5K
|
–
|
–
|
–
|
|
|
68
|
North Capital
Salt Lake City,
Utah
|
$78.7K
|
+$79K
|
+1,782
|
New
|
|
|
69
|
Colonial Trust
Spartanburg,
South Carolina
|
$54.2K
|
–
|
–
|
–
|
|
|
70
|
PSI Advisors
Tampa,
Florida
|
$39.3K
|
-$19.5K
|
-439
|
-33%
|
|
|
71
|
ORG Partners
Roanoke,
Indiana
|
$31.4K
|
+$31.4K
|
+708
|
New
|
|
|
72
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$29.8K
|
–
|
–
|
–
|
|
|
73
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28.1K
|
–
|
–
|
–
|
|
|
74
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$26.5K
|
–
|
–
|
–
|
|
|
75
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$16.3K
|
+$16.4K
|
+370
|
New
|
|
