|
51
|
BOK Financial
Tulsa,
Oklahoma
|
$352K
|
–
|
–
|
–
|
|
|
52
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$352K
|
+$54.7K
|
+1,026
|
+19%
|
|
|
53
|
M Holdings Securities
Portland,
Oregon
|
$346K
|
+$13.2K
|
+247
|
+4%
|
|
|
54
|
Evercore Wealth Management
New York
|
$331K
|
–
|
–
|
–
|
|
|
55
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$293K
|
+$14.1K
|
+264
|
+5%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$261K
|
-$28.5K
|
-535
|
-10%
|
|
|
57
|
Pinnacle Associates
New York
|
$257K
|
-$61.1K
|
-1,146
|
-20%
|
|
|
58
|
Cabot Wealth Management
Salem,
Massachusetts
|
$255K
|
–
|
–
|
–
|
|
|
59
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$248K
|
-$80K
|
-1,500
|
-25%
|
|
|
60
|
Belpointe Asset Management
Reno,
Nevada
|
$245K
|
+$240K
|
+4,492
|
New
|
|
|
61
|
Greylin Investment Management
Orange,
Virginia
|
$235K
|
+$230K
|
+4,319
|
New
|
|
|
62
|
SVA Wealth Management
Madison,
Wisconsin
|
$232K
|
-$13.2K
|
-248
|
-6%
|
|
|
63
|
Flow Traders U.S.
New York
|
$232K
|
+$228K
|
+4,266
|
New
|
|
|
64
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$208K
|
-$5.87K
|
-110
|
-3%
|
|
|
65
|
Old Mission Capital
Chicago,
Illinois
|
$204K
|
+$200K
|
+3,743
|
New
|
|
|
66
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$180K
|
–
|
–
|
–
|
|
|
67
|
Advisor Group
Phoenix,
Arizona
|
$128K
|
+$31.6K
|
+592
|
+34%
|
|
|
68
|
AllSquare Wealth Management
Albany,
New York
|
$120K
|
-$36.8K
|
-690
|
-24%
|
|
|
69
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$107K
|
-$450K
|
-8,439
|
-81%
|
|
|
70
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$96K
|
–
|
–
|
–
|
|
|
71
|
Perigon Wealth Management
San Francisco,
California
|
$91K
|
–
|
–
|
–
|
|
|
72
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$88K
|
–
|
–
|
–
|
|
|
73
|
Sandy Spring Bank
Olney,
Maryland
|
$67K
|
+$65.2K
|
+1,223
|
New
|
|
|
74
|
IFP Advisors
Tampa,
Florida
|
$64K
|
+$53
|
+1
|
+0.1%
|
|
|
75
|
Advisory Services Network
Atlanta,
Georgia
|
$39K
|
–
|
–
|
–
|
|
