|
51
|
Brighton Jones LLC
Seattle,
Washington
|
$391K
|
+$40.6K
|
+2,085
|
+12%
|
|
|
52
|
Welch Group
Birmingham,
Alabama
|
$342K
|
+$331K
|
+16,970
|
New
|
|
|
53
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$295K
|
+$20.9K
|
+1,070
|
+8%
|
|
|
54
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$282K
|
–
|
–
|
–
|
|
|
55
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$273K
|
–
|
–
|
–
|
|
|
56
|
Placemark Investments
Chicago,
Illinois
|
$260K
|
+$24.2K
|
+1,240
|
+11%
|
|
|
57
|
Confluence Wealth Management
Portland,
Oregon
|
$244K
|
–
|
–
|
–
|
|
|
58
|
|
$242K
|
+$101K
|
+5,200
|
+76%
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$234K
|
+$227K
|
+11,625
|
New
|
|
|
60
|
MSI Financial Services
Springfield,
Massachusetts
|
$231K
|
-$126K
|
-6,480
|
-36%
|
|
|
61
|
1st Global Advisors
Dallas,
Texas
|
$227K
|
-$2.53K
|
-130
|
-1%
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$217K
|
-$97
|
-5
|
-0%
|
|
|
63
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$205K
|
+$30.1K
|
+1,545
|
+18%
|
|
|
64
|
Private Trust Company
Cleveland,
Ohio
|
$181K
|
–
|
–
|
–
|
|
|
65
|
Washington Trust Bank
Spokane,
Washington
|
$121K
|
–
|
–
|
–
|
|
|
66
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$111K
|
+$487
|
+25
|
+0.5%
|
|
|
67
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$109K
|
+$105K
|
+5,410
|
New
|
|
|
68
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$96.8K
|
–
|
–
|
–
|
|
|
69
|
|
$85K
|
+$3.8K
|
+195
|
+5%
|
|
|
70
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$81K
|
–
|
–
|
–
|
|
|
71
|
Litman Gregory Wealth Management
Larkspur,
California
|
$70K
|
-$21.2K
|
-1,085
|
-24%
|
|
|
72
|
Central Trust Company
Jefferson City,
Missouri
|
$61K
|
+$19.5K
|
+1,000
|
+50%
|
|
|
73
|
D.A. Davidson & Co
Great Falls,
Montana
|
$54K
|
+$52.6K
|
+2,700
|
New
|
|
|
74
|
Brown Brothers Harriman & Co
New York
|
$53K
|
–
|
–
|
–
|
|
|
75
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$50K
|
+$48.7K
|
+2,500
|
New
|
|
