|
51
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$661K
|
-$11.1K
|
-200
|
-2%
|
|
|
52
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$613K
|
–
|
–
|
–
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$601K
|
+$374K
|
+6,762
|
+146%
|
|
|
54
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$522K
|
+$548K
|
+9,901
|
New
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$513K
|
–
|
–
|
–
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$503K
|
+$161K
|
+2,920
|
+44%
|
|
|
57
|
Ameriprise
Minneapolis,
Minnesota
|
$473K
|
-$215K
|
-3,888
|
-30%
|
|
|
58
|
Atria Investments
Charlotte,
North Carolina
|
$418K
|
+$439K
|
+7,930
|
New
|
|
|
59
|
Flow Traders U.S.
New York
|
$395K
|
-$597K
|
-10,795
|
-59%
|
|
|
60
|
Chemical Bank
Detroit,
Michigan
|
$381K
|
+$124K
|
+2,250
|
+45%
|
|
|
61
|
BOK Financial
Tulsa,
Oklahoma
|
$352K
|
–
|
–
|
–
|
|
|
62
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$341K
|
+$4.26K
|
+77
|
+1%
|
|
|
63
|
M Holdings Securities
Portland,
Oregon
|
$335K
|
–
|
–
|
–
|
|
|
64
|
Evercore Wealth Management
New York
|
$321K
|
–
|
–
|
–
|
|
|
65
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$276K
|
+$289K
|
+5,224
|
New
|
|
|
66
|
Rothschild Investment LLC
Chicago,
Illinois
|
$268K
|
+$281K
|
+5,085
|
New
|
|
|
67
|
Pinnacle Associates
New York
|
$260K
|
–
|
–
|
–
|
|
|
68
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$257K
|
-$11.3K
|
-205
|
-4%
|
|
|
69
|
Cabot Wealth Management
Salem,
Massachusetts
|
$247K
|
–
|
–
|
–
|
|
|
70
|
DeDora Capital
Napa,
California
|
$240K
|
-$2.71K
|
-49
|
-1%
|
|
|
71
|
Greylin Investment Management
Orange,
Virginia
|
$228K
|
–
|
–
|
–
|
|
|
72
|
SVA Wealth Management
Madison,
Wisconsin
|
$225K
|
–
|
–
|
–
|
|
|
73
|
Lenox Wealth Advisors
New York
|
$221K
|
-$108K
|
-1,956
|
-32%
|
|
|
74
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$214K
|
+$3.54K
|
+64
|
+2%
|
|
|
75
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$212K
|
–
|
–
|
–
|
|
