|
51
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$779K
|
-$14K
|
-275
|
-2%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$713K
|
-$150K
|
-2,957
|
-17%
|
|
|
53
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$671K
|
+$458
|
+9
|
+0.1%
|
|
|
54
|
Veritable
Wilmington,
Delaware
|
$646K
|
–
|
–
|
–
|
|
|
55
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$582K
|
+$3.25K
|
+64
|
+0.6%
|
|
|
56
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$576K
|
–
|
–
|
–
|
|
|
57
|
Litman Gregory Wealth Management
Larkspur,
California
|
$576K
|
–
|
–
|
–
|
|
|
58
|
Argent Trust Co
Nashville,
Tennessee
|
$573K
|
-$81.5K
|
-1,602
|
-12%
|
|
|
59
|
BOK Financial
Tulsa,
Oklahoma
|
$513K
|
–
|
–
|
–
|
|
|
60
|
Ameriprise
Minneapolis,
Minnesota
|
$505K
|
+$4.53K
|
+89
|
+0.9%
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$499K
|
-$130K
|
-2,564
|
-21%
|
|
|
62
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$496K
|
–
|
–
|
–
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$443K
|
–
|
–
|
–
|
|
|
64
|
Chemical Bank
Detroit,
Michigan
|
$422K
|
–
|
–
|
–
|
|
|
65
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$409K
|
+$74.3K
|
+1,462
|
+22%
|
|
|
66
|
Rothschild Investment LLC
Chicago,
Illinois
|
$386K
|
+$19.1K
|
+375
|
+5%
|
|
|
67
|
Cetera Advisor Networks
El Segundo,
California
|
$385K
|
+$2.54K
|
+50
|
+0.7%
|
|
|
68
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$369K
|
-$864
|
-17
|
-0.2%
|
|
|
69
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$347K
|
-$254K
|
-4,985
|
-42%
|
|
|
70
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$325K
|
-$6.46K
|
-127
|
-2%
|
|
|
71
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$304K
|
-$137K
|
-2,700
|
-31%
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$271K
|
-$665K
|
-13,080
|
-71%
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$229K
|
-$5.54K
|
-109
|
-2%
|
|
|
74
|
Belpointe Asset Management
Reno,
Nevada
|
$228K
|
+$227K
|
+4,460
|
New
|
|
|
75
|
Greylin Investment Management
Orange,
Virginia
|
$220K
|
–
|
–
|
–
|
|
