|
51
|
Creative Planning
Overland Park,
Kansas
|
$353K
|
+$80.2K
|
+731
|
+31%
|
|
|
52
|
Bank of New York Mellon
New York
|
$345K
|
-$54.7K
|
-499
|
-14%
|
|
|
53
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$312K
|
+$299K
|
+2,722
|
New
|
|
|
54
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$234K
|
+$2.74K
|
+25
|
+1%
|
|
|
55
|
Griffin Asset Management
New York
|
$214K
|
+$205K
|
+1,865
|
New
|
|
|
56
|
PDS Planning
Dublin,
Ohio
|
$204K
|
+$195K
|
+1,777
|
New
|
|
|
57
|
IFG Advisory
Atlanta,
Georgia
|
$136K
|
+$130K
|
+1,188
|
New
|
|
|
58
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$116K
|
+$20.1K
|
+183
|
+22%
|
|
|
59
|
First United Bank & Trust
Oakland,
Maryland
|
$115K
|
–
|
–
|
–
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$109K
|
+$4.83K
|
+44
|
+5%
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$98.3K
|
-$329
|
-3
|
-0.3%
|
|
|
62
|
Rockefeller Capital Management
New York
|
$67.7K
|
–
|
–
|
–
|
|
|
63
|
Colonial Trust
Spartanburg,
South Carolina
|
$45.9K
|
–
|
–
|
–
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$42.6K
|
+$4.93K
|
+45
|
+14%
|
|
|
65
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$38.5K
|
–
|
–
|
–
|
|
|
66
|
|
$36.8K
|
–
|
–
|
–
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$35.5K
|
+$33.9K
|
+309
|
New
|
|
|
68
|
Gunpowder Capital Management
Towson,
Maryland
|
$26.4K
|
–
|
–
|
–
|
|
|
69
|
Private Wealth Management Group
Princeton,
New Jersey
|
$23K
|
–
|
–
|
–
|
|
|
70
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$17.8K
|
+$17K
|
+155
|
New
|
|
|
71
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$17.8K
|
+$17K
|
+155
|
New
|
|
|
72
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$16.2K
|
+$15.5K
|
+141
|
New
|
|
|
73
|
Private Trust Company
Cleveland,
Ohio
|
$12.5K
|
+$12K
|
+109
|
New
|
|
|
74
|
Highline Wealth Partners
Sherman Oaks,
California
|
$11.5K
|
+$11K
|
+100
|
New
|
|
|
75
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$5.97K
|
–
|
–
|
–
|
|
