|
76
|
Atria Investments
Charlotte,
North Carolina
|
$489K
|
-$1.15M
|
-24,268
|
-70%
|
|
|
77
|
Homrich & Berg
Atlanta,
Georgia
|
$447K
|
+$446K
|
+9,442
|
New
|
|
|
78
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$443K
|
–
|
–
|
–
|
|
|
79
|
Evensky & Katz
Coral Gables,
Florida
|
$428K
|
+$427K
|
+9,046
|
New
|
|
|
80
|
Lazard Asset Management
New York
|
$410K
|
-$27.3M
|
-578,768
|
-99%
|
|
|
81
|
National Planning Corporation
El Segundo,
California
|
$389K
|
-$274K
|
-5,814
|
-42%
|
|
|
82
|
TD Capital Management
Memphis,
Tennessee
|
$387K
|
+$112K
|
+2,376
|
+41%
|
|
|
83
|
Meridian Management
Little Rock,
Arkansas
|
$384K
|
–
|
–
|
–
|
|
|
84
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$356K
|
-$1.51K
|
-32
|
-0.4%
|
|
|
85
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$352K
|
+$351K
|
+7,434
|
New
|
|
|
86
|
Creative Planning
Overland Park,
Kansas
|
$317K
|
+$1.89K
|
+40
|
+0.6%
|
|
|
87
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$292K
|
+$291K
|
+6,166
|
New
|
|
|
88
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$282K
|
+$281K
|
+5,958
|
New
|
|
|
89
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
$261K
|
–
|
–
|
–
|
|
|
90
|
FutureAdvisor
San Francisco,
California
|
$260K
|
+$261K
|
+5,540
|
New
|
|
|
91
|
Financial Consulate
Hunt Valley,
Maryland
|
$248K
|
+$247K
|
+5,234
|
New
|
|
|
92
|
Raffa Wealth Management
Washington,
District of Columbia
|
$237K
|
–
|
–
|
–
|
|
|
93
|
Managed Account Advisors
Jersey City,
New Jersey
|
$225K
|
+$224K
|
+4,740
|
New
|
|
|
94
|
The Family Firm
Bethesda,
Maryland
|
$223K
|
–
|
–
|
–
|
|
|
95
|
High Point Bank & Trust
High Point,
North Carolina
|
$218K
|
–
|
–
|
–
|
|
|
96
|
Baird
Milwaukee,
Wisconsin
|
$207K
|
–
|
–
|
–
|
|
|
97
|
Chevy Chase Trust
Bethesda,
Maryland
|
$207K
|
+$206K
|
+4,360
|
New
|
|
|
98
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$207K
|
+$207K
|
+4,380
|
New
|
|
|
99
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$202K
|
+$199K
|
+4,208
|
New
|
|
|
100
|
Stancorp Investment Advisers
Portland,
Oregon
|
$192K
|
–
|
–
|
–
|
|
