|
51
|
Litman Gregory Wealth Management
Larkspur,
California
|
$839K
|
+$862K
|
+15,300
|
New
|
|
|
52
|
Ameriprise
Minneapolis,
Minnesota
|
$710K
|
-$143K
|
-2,545
|
-16%
|
|
|
53
|
Argent Trust Co
Nashville,
Tennessee
|
$699K
|
-$25.3K
|
-449
|
-3%
|
|
|
54
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$698K
|
+$56.4K
|
+1,000
|
+9%
|
|
|
55
|
Old Mission Capital
Chicago,
Illinois
|
$668K
|
+$686K
|
+12,178
|
New
|
|
|
56
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$638K
|
-$222K
|
-3,936
|
-25%
|
|
|
57
|
Davenport & Co
Richmond,
Virginia
|
$618K
|
+$17.8K
|
+315
|
+3%
|
|
|
58
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$533K
|
–
|
–
|
–
|
|
|
59
|
BOK Financial
Tulsa,
Oklahoma
|
$366K
|
–
|
–
|
–
|
|
|
60
|
William Blair & Company
Chicago,
Illinois
|
$363K
|
+$56
|
+1
|
+0%
|
|
|
61
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$350K
|
-$6.76K
|
-120
|
-2%
|
|
|
62
|
M Holdings Securities
Portland,
Oregon
|
$348K
|
–
|
–
|
–
|
|
|
63
|
Lenox Wealth Advisors
New York
|
$337K
|
+$274K
|
+4,865
|
+378%
|
|
|
64
|
Evercore Wealth Management
New York
|
$334K
|
–
|
–
|
–
|
|
|
65
|
Renaissance Technologies
New York
|
$318K
|
+$327K
|
+5,798
|
New
|
|
|
66
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$278K
|
-$11.6K
|
-205
|
-4%
|
|
|
67
|
Chemical Bank
Detroit,
Michigan
|
$274K
|
–
|
–
|
–
|
|
|
68
|
Pinnacle Associates
New York
|
$270K
|
+$11.6K
|
+205
|
+4%
|
|
|
69
|
Cabot Wealth Management
Salem,
Massachusetts
|
$257K
|
–
|
–
|
–
|
|
|
70
|
Two Sigma Securities
New York
|
$255K
|
+$262K
|
+4,646
|
New
|
|
|
71
|
Creative Planning
Overland Park,
Kansas
|
$254K
|
-$10.3K
|
-183
|
-4%
|
|
|
72
|
DeDora Capital
Napa,
California
|
$252K
|
-$40.9K
|
-725
|
-14%
|
|
|
73
|
Greylin Investment Management
Orange,
Virginia
|
$237K
|
–
|
–
|
–
|
|
|
74
|
SVA Wealth Management
Madison,
Wisconsin
|
$232K
|
–
|
–
|
–
|
|
|
75
|
Cetera Advisor Networks
El Segundo,
California
|
$223K
|
+$21.1K
|
+375
|
+10%
|
|
