|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$406K
|
-$20.6K
|
-406
|
-5%
|
|
|
52
|
|
$388K
|
+$40.5K
|
+800
|
+12%
|
|
|
53
|
Wintrust Investments
Chicago,
Illinois
|
$374K
|
+$374K
|
+7,387
|
New
|
|
|
54
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$324K
|
+$115K
|
+2,269
|
+55%
|
|
|
55
|
|
$305K
|
+$305K
|
+6,017
|
New
|
|
|
56
|
Ausdal Financial Partners
Davenport,
Iowa
|
$298K
|
+$1.42K
|
+28
|
+0.5%
|
|
|
57
|
Moneywise Inc
Forest,
Virginia
|
$283K
|
+$283K
|
+5,580
|
New
|
|
|
58
|
EP Wealth Advisors
Torrance,
California
|
$255K
|
–
|
–
|
–
|
|
|
59
|
Menlo Advisors
Menlo Park,
California
|
$253K
|
–
|
–
|
–
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$249K
|
+$8.1K
|
+160
|
+3%
|
|
|
61
|
Edmond de Rothschild (Europe)
Luxembourg
|
$227K
|
-$26.2K
|
-517
|
-10%
|
|
|
62
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$227K
|
-$26.2K
|
-517
|
-10%
|
|
|
63
|
MSI Financial Services
Springfield,
Massachusetts
|
$218K
|
-$6.68K
|
-132
|
-3%
|
|
|
64
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$207K
|
-$203
|
-4
|
-0.1%
|
|
|
65
|
Iconiq Capital
San Francisco,
California
|
$205K
|
–
|
–
|
–
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$178K
|
+$12.9K
|
+255
|
+8%
|
|
|
67
|
Oakworth Capital
Birmingham,
Alabama
|
$176K
|
–
|
–
|
–
|
|
|
68
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$152K
|
+$152K
|
+3,000
|
New
|
|
|
69
|
Clear Investment Research
Alpharetta,
Georgia
|
$134K
|
-$66.7K
|
-1,317
|
-50%
|
|
|
70
|
MCF Advisors
Covington,
Kentucky
|
$128K
|
+$46.8K
|
+924
|
+57%
|
|
|
71
|
Barrett Asset Management
New York
|
$122K
|
–
|
–
|
–
|
|
|
72
|
Perigon Wealth Management
San Francisco,
California
|
$121K
|
–
|
–
|
–
|
|
|
73
|
Next Financial Group
Houston,
Texas
|
$104K
|
–
|
–
|
–
|
|
|
74
|
Creative Planning
Overland Park,
Kansas
|
$73K
|
+$73K
|
+1,442
|
New
|
|
|
75
|
LBA Wealth Management
Jacksonville,
Florida
|
$51K
|
+$50.6K
|
+1,000
|
New
|
|
