|
201
|
Creative Planning
Overland Park,
Kansas
|
$32K
|
–
|
–
|
–
|
|
|
202
|
Versant Capital Management
Phoenix,
Arizona
|
$29K
|
-$530
|
-16
|
-2%
|
|
|
203
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$20K
|
–
|
–
|
–
|
|
|
204
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$20K
|
–
|
–
|
–
|
|
|
205
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14K
|
+$12.3K
|
+372
|
New
|
|
|
206
|
Tortoise Investment Management
White Plains,
New York
|
$13K
|
–
|
–
|
–
|
|
|
207
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.4K
|
+$10.3K
|
+310
|
New
|
|
|
208
|
Lee Financial
Dallas,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
209
|
Parallel Advisors
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
210
|
Evercore Wealth Management
New York
|
$9K
|
+$8.22K
|
+248
|
New
|
|
|
211
|
Close Asset Management
London,
United Kingdom
|
$7K
|
–
|
–
|
–
|
|
|
212
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
213
|
Whittier Trust
South Pasadena,
California
|
$7K
|
–
|
–
|
–
|
|
|
214
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
-$2.12K
|
-64
|
-29%
|
|
|
215
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$6K
|
+$5.83K
|
+176
|
New
|
|
|
216
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5K
|
-$530
|
-16
|
-10%
|
|
|
217
|
Central Trust Company
Jefferson City,
Missouri
|
$5K
|
+$4.11K
|
+124
|
New
|
|
|
218
|
Winfield Associates
Cleveland,
Ohio
|
$5K
|
+$4.91K
|
+148
|
New
|
|
|
219
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
220
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
221
|
WhitTier Trust Company
Reno,
Nevada
|
$4K
|
–
|
–
|
–
|
|
|
222
|
Balentine LLC
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
223
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
224
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
225
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$3.12K
|
+94
|
New
|
|
