|
51
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$308K
|
+$304K
|
+11,005
|
New
|
|
|
52
|
Creative Planning
Overland Park,
Kansas
|
$293K
|
+$138
|
+5
|
+0%
|
|
|
53
|
Cardan Capital Partners
Denver,
Colorado
|
$282K
|
+$10.6K
|
+385
|
+4%
|
|
|
54
|
WealthSource Partners
San Luis Obispo,
California
|
$276K
|
-$27.9K
|
-1,010
|
-9%
|
|
|
55
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$267K
|
+$276
|
+10
|
+0.1%
|
|
|
56
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$266K
|
+$42.8K
|
+1,550
|
+19%
|
|
|
57
|
Partnervest Advisory Services
Santa Barbara,
California
|
$265K
|
–
|
–
|
–
|
|
|
58
|
Creative Financial Designs
Kokomo,
Indiana
|
$250K
|
-$296K
|
-10,690
|
-54%
|
|
|
59
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$232K
|
+$16.3K
|
+590
|
+8%
|
|
|
60
|
Oppenheimer & Co
New York
|
$215K
|
-$80.4K
|
-2,910
|
-27%
|
|
|
61
|
Two Sigma Securities
New York
|
$207K
|
-$9.4K
|
-340
|
-4%
|
|
|
62
|
People's United Financial
Bridgeport,
Connecticut
|
$190K
|
–
|
–
|
–
|
|
|
63
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$162K
|
+$160K
|
+5,780
|
New
|
|
|
64
|
Glassman Wealth Services
Vienna,
Virginia
|
$144K
|
–
|
–
|
–
|
|
|
65
|
|
$95K
|
-$35.9K
|
-1,300
|
-28%
|
|
|
66
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$82K
|
+$81K
|
+2,930
|
New
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$77K
|
-$9.81K
|
-355
|
-11%
|
|
|
68
|
|
$57K
|
–
|
–
|
–
|
|
|
69
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$50K
|
–
|
–
|
–
|
|
|
70
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44K
|
-$27.5K
|
-995
|
-39%
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$37K
|
–
|
–
|
–
|
|
|
72
|
Global Retirement Partners
San Rafael,
California
|
$37K
|
+$30.1K
|
+1,090
|
+484%
|
|
|
73
|
Westwood Holdings Group
Dallas,
Texas
|
$22K
|
+$21.4K
|
+775
|
New
|
|
|
74
|
AllSquare Wealth Management
Albany,
New York
|
$18K
|
–
|
–
|
–
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
$16K
|
–
|
–
|
–
|
|
