|
51
|
Davenport & Co
Richmond,
Virginia
|
$611K
|
+$30.3K
|
+550
|
+5%
|
|
|
52
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$575K
|
+$567K
|
+10,310
|
New
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$542K
|
–
|
–
|
–
|
|
|
54
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$425K
|
-$190K
|
-3,451
|
-31%
|
|
|
55
|
BOK Financial
Tulsa,
Oklahoma
|
$372K
|
+$11.1K
|
+202
|
+3%
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$369K
|
+$55
|
+1
|
+0%
|
|
|
57
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$362K
|
+$1.98K
|
+36
|
+0.6%
|
|
|
58
|
M Holdings Securities
Portland,
Oregon
|
$354K
|
–
|
–
|
–
|
|
|
59
|
Evercore Wealth Management
New York
|
$339K
|
–
|
–
|
–
|
|
|
60
|
Belpointe Asset Management
Reno,
Nevada
|
$296K
|
+$44.7K
|
+812
|
+18%
|
|
|
61
|
DeDora Capital
Napa,
California
|
$296K
|
+$292K
|
+5,315
|
New
|
|
|
62
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$294K
|
-$5.78K
|
-105
|
-2%
|
|
|
63
|
Chemical Bank
Detroit,
Michigan
|
$278K
|
+$274K
|
+4,983
|
New
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$268K
|
+$385
|
+7
|
+0.1%
|
|
|
65
|
Pinnacle Associates
New York
|
$263K
|
–
|
–
|
–
|
|
|
66
|
Cabot Wealth Management
Salem,
Massachusetts
|
$261K
|
–
|
–
|
–
|
|
|
67
|
Greylin Investment Management
Orange,
Virginia
|
$241K
|
–
|
–
|
–
|
|
|
68
|
SVA Wealth Management
Madison,
Wisconsin
|
$237K
|
–
|
–
|
–
|
|
|
69
|
Raymond James Trust
St. Petersburg,
Florida
|
$220K
|
+$217K
|
+3,945
|
New
|
|
|
70
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
71
|
Cetera Advisor Networks
El Segundo,
California
|
$205K
|
+$204K
|
+3,715
|
New
|
|
|
72
|
AllSquare Wealth Management
Albany,
New York
|
$188K
|
+$64.6K
|
+1,175
|
+53%
|
|
|
73
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$185K
|
–
|
–
|
–
|
|
|
74
|
Advisor Group
Phoenix,
Arizona
|
$164K
|
+$33.4K
|
+607
|
+26%
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$144K
|
+$131K
|
+2,376
|
+1,188%
|
|
