|
51
|
Dragon Financial & Investment Group
San Mateo,
California
|
$320K
|
-$219K
|
-3,335
|
-41%
|
|
|
52
|
Accredited Investors
Edina,
Minnesota
|
$313K
|
+$311K
|
+4,732
|
New
|
|
|
53
|
Colony Group
Boston,
Massachusetts
|
$300K
|
+$298K
|
+4,537
|
New
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$299K
|
+$296K
|
+4,510
|
New
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$294K
|
+$292K
|
+4,441
|
New
|
|
|
56
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$281K
|
+$2.23K
|
+34
|
+0.8%
|
|
|
57
|
Veritable
Wilmington,
Delaware
|
$253K
|
–
|
–
|
–
|
|
|
58
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$233K
|
+$14.7K
|
+224
|
+7%
|
|
|
59
|
Harborview Advisors
Portland,
Maine
|
$223K
|
+$222K
|
+3,375
|
New
|
|
|
60
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$215K
|
+$213K
|
+3,246
|
New
|
|
|
61
|
William Blair & Company
Chicago,
Illinois
|
$207K
|
+$206K
|
+3,132
|
New
|
|
|
62
|
PDS Planning
Dublin,
Ohio
|
$204K
|
+$203K
|
+3,086
|
New
|
|
|
63
|
Raymond James Trust
St. Petersburg,
Florida
|
$203K
|
+$201K
|
+3,061
|
New
|
|
|
64
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$196K
|
+$26K
|
+396
|
+15%
|
|
|
65
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$194K
|
–
|
–
|
–
|
|
|
66
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$161K
|
+$108K
|
+1,649
|
+211%
|
|
|
67
|
WhitTier Trust Company
Reno,
Nevada
|
$153K
|
–
|
–
|
–
|
|
|
68
|
Advisor Group
Phoenix,
Arizona
|
$134K
|
-$394
|
-6
|
-0.3%
|
|
|
69
|
Geneos Wealth Management
Englewood,
Colorado
|
$124K
|
+$44.2K
|
+673
|
+56%
|
|
|
70
|
First Horizon Advisors
Memphis,
Tennessee
|
$122K
|
–
|
–
|
–
|
|
|
71
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$122K
|
+$106K
|
+1,620
|
+730%
|
|
|
72
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$114K
|
+$113K
|
+1,718
|
New
|
|
|
73
|
Asset Dedication LLC
San Francisco,
California
|
$104K
|
+$74.9K
|
+1,141
|
+263%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$79K
|
–
|
–
|
–
|
|
|
75
|
Legacy Financial Advisors
Covington,
Kentucky
|
$75K
|
–
|
–
|
–
|
|
