|
51
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$504K
|
–
|
–
|
–
|
|
|
52
|
Davenport & Co
Richmond,
Virginia
|
$481K
|
+$478K
|
+9,261
|
New
|
|
|
53
|
BOK Financial
Tulsa,
Oklahoma
|
$336K
|
+$334K
|
+6,470
|
New
|
|
|
54
|
Evercore Wealth Management
New York
|
$316K
|
–
|
–
|
–
|
|
|
55
|
M Holdings Securities
Portland,
Oregon
|
$316K
|
+$28.8K
|
+558
|
+10%
|
|
|
56
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$305K
|
+$29.4K
|
+570
|
+10%
|
|
|
57
|
Pinnacle Associates
New York
|
$304K
|
+$302K
|
+5,862
|
New
|
|
|
58
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$282K
|
+$17.1K
|
+331
|
+6%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$277K
|
+$49K
|
+949
|
+22%
|
|
|
60
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$266K
|
-$2.71M
|
-52,566
|
-91%
|
|
|
61
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$250K
|
-$458K
|
-8,876
|
-65%
|
|
|
62
|
Cabot Wealth Management
Salem,
Massachusetts
|
$243K
|
–
|
–
|
–
|
|
|
63
|
SVA Wealth Management
Madison,
Wisconsin
|
$234K
|
-$33.6K
|
-652
|
-13%
|
|
|
64
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$204K
|
-$24.9K
|
-483
|
-11%
|
|
|
65
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$172K
|
–
|
–
|
–
|
|
|
66
|
AllSquare Wealth Management
Albany,
New York
|
$150K
|
–
|
–
|
–
|
|
|
67
|
Advisor Group
Phoenix,
Arizona
|
$91K
|
-$6.45K
|
-125
|
-7%
|
|
|
68
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$91K
|
–
|
–
|
–
|
|
|
69
|
WFG Advisors
Dallas,
Texas
|
$88K
|
–
|
–
|
–
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$87K
|
–
|
–
|
–
|
|
|
71
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$84K
|
–
|
–
|
–
|
|
|
72
|
IFP Advisors
Tampa,
Florida
|
$61K
|
+$258
|
+5
|
+0.4%
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$43K
|
+$30.5K
|
+592
|
+253%
|
|
|
74
|
|
$38K
|
-$1.5K
|
-29
|
-4%
|
|
|
75
|
Advisory Services Network
Atlanta,
Georgia
|
$37K
|
–
|
–
|
–
|
|
