|
76
|
Creative Planning
Overland Park,
Kansas
|
$518K
|
+$32.6K
|
+1,275
|
+7%
|
|
|
77
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$500K
|
-$87.5K
|
-3,425
|
-15%
|
|
|
78
|
United Capital Financial Advisors
Irving,
Texas
|
$468K
|
-$205K
|
-8,005
|
-31%
|
|
|
79
|
D.A. Davidson & Co
Great Falls,
Montana
|
$461K
|
-$1.66K
|
-65
|
-0.4%
|
|
|
80
|
Advisor Group
Phoenix,
Arizona
|
$460K
|
+$39.4K
|
+1,540
|
+10%
|
|
|
81
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
$458K
|
+$450K
|
+17,620
|
New
|
|
|
82
|
Snowden Capital Advisors
New York
|
$441K
|
-$2.68K
|
-105
|
-0.6%
|
|
|
83
|
Welch Group
Birmingham,
Alabama
|
$411K
|
–
|
–
|
–
|
|
|
84
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$399K
|
+$59.7K
|
+2,335
|
+19%
|
|
|
85
|
|
$380K
|
+$1.02K
|
+40
|
+0.3%
|
|
|
86
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$377K
|
-$36K
|
-1,410
|
-9%
|
|
|
87
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$353K
|
+$348K
|
+13,605
|
New
|
|
|
88
|
UMB Bank
Kansas City,
Missouri
|
$339K
|
–
|
–
|
–
|
|
|
89
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$314K
|
–
|
–
|
–
|
|
|
90
|
IFC Holdings
Tampa,
Florida
|
$292K
|
+$25.2K
|
+985
|
+10%
|
|
|
91
|
CPWM LLC
Seattle,
Washington
|
$286K
|
-$281K
|
-11,000
|
-50%
|
|
|
92
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$283K
|
+$279K
|
+10,905
|
New
|
|
|
93
|
AIMZ Investment Advisors
Los Altos,
California
|
$273K
|
–
|
–
|
–
|
|
|
94
|
Stifel Financial
St. Louis,
Missouri
|
$273K
|
+$10.2K
|
+400
|
+4%
|
|
|
95
|
Cetera Advisors
Denver,
Colorado
|
$272K
|
+$383
|
+15
|
+0.1%
|
|
|
96
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$270K
|
+$31.1K
|
+1,215
|
+13%
|
|
|
97
|
Northern Trust
Chicago,
Illinois
|
$245K
|
–
|
–
|
–
|
|
|
98
|
Homrich & Berg
Atlanta,
Georgia
|
$245K
|
+$241K
|
+9,430
|
New
|
|
|
99
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$244K
|
–
|
–
|
–
|
|
|
100
|
Carlson Capital Management
Northfield,
Minnesota
|
$225K
|
-$52.4K
|
-2,050
|
-19%
|
|
