|
51
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$354K
|
+$352K
|
+4,646
|
New
|
|
|
52
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$328K
|
+$81.5K
|
+1,075
|
+33%
|
|
|
53
|
Heritage Financial Services
Westwood,
Massachusetts
|
$324K
|
+$322K
|
+4,252
|
New
|
|
|
54
|
Neuberger Berman Group
New York
|
$278K
|
–
|
–
|
–
|
|
|
55
|
Quartz Partners
Saratoga Springs,
New York
|
$269K
|
-$224K
|
-2,956
|
-46%
|
|
|
56
|
Oppenheimer & Co
New York
|
$256K
|
+$255K
|
+3,367
|
New
|
|
|
57
|
Wealthstream Advisors
New York
|
$254K
|
–
|
–
|
–
|
|
|
58
|
DZ Bank
Frankfurt Am Main,
Germany
|
$254K
|
+$253K
|
+3,336
|
New
|
|
|
59
|
Jones Financial Companies
Des Peres,
Missouri
|
$233K
|
+$61.7K
|
+813
|
+36%
|
|
|
60
|
Pathstone Holdings
Englewood,
New Jersey
|
$227K
|
-$136K
|
-1,795
|
-38%
|
|
|
61
|
KeyBank National Association
Cleveland,
Ohio
|
$219K
|
–
|
–
|
–
|
|
|
62
|
Members Wealth
Media,
Pennsylvania
|
$216K
|
+$215K
|
+2,835
|
New
|
|
|
63
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$213K
|
+$212K
|
+2,801
|
New
|
|
|
64
|
Stifel Financial
St. Louis,
Missouri
|
$208K
|
+$207K
|
+2,728
|
New
|
|
|
65
|
Brighton Jones LLC
Seattle,
Washington
|
$206K
|
+$205K
|
+2,702
|
New
|
|
|
66
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$204K
|
+$203K
|
+2,679
|
New
|
|
|
67
|
Rockefeller Capital Management
New York
|
$105K
|
+$105K
|
+1,380
|
New
|
|
|
68
|
Allworth Financial
Folsom,
California
|
$100K
|
+$100K
|
+1,319
|
New
|
|
|
69
|
Addison Advisors
Middlebury,
Vermont
|
$89.1K
|
+$3.03K
|
+40
|
+4%
|
|
|
70
|
Wells Fargo
San Francisco,
California
|
$62.8K
|
-$614K
|
-8,095
|
-91%
|
|
|
71
|
Comerica Bank
Dallas,
Texas
|
$56.5K
|
-$152K
|
-2,000
|
-73%
|
|
|
72
|
TFC Financial Management
Boston,
Massachusetts
|
$45.3K
|
+$45K
|
+594
|
New
|
|
|
73
|
Kerr Financial Planning
Fresno,
California
|
$33.9K
|
+$34.1K
|
+450
|
New
|
|
|
74
|
|
$19.9K
|
+$19.8K
|
+261
|
New
|
|
|
75
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$9.89K
|
+$9.86K
|
+130
|
New
|
|
