|
51
|
Rothschild Investment LLC
Chicago,
Illinois
|
$443K
|
–
|
–
|
–
|
|
|
52
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$427K
|
-$20.8K
|
-1,734
|
-4%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$420K
|
-$96.9K
|
-8,064
|
-18%
|
|
|
54
|
Shufro Rose & Co
New York
|
$417K
|
+$261K
|
+21,700
|
+149%
|
|
|
55
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$414K
|
-$63.6K
|
-5,294
|
-13%
|
|
|
56
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$407K
|
–
|
–
|
–
|
|
|
57
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$406K
|
–
|
–
|
–
|
|
|
58
|
Strategic Advisors
New York
|
$398K
|
+$721
|
+60
|
+0.2%
|
|
|
59
|
Weiss Asset Management
Boston,
Massachusetts
|
$385K
|
+$403K
|
+33,507
|
New
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$367K
|
-$10.6K
|
-878
|
-3%
|
|
|
61
|
Samalin Investment Counsel
Chappaqua,
New York
|
$366K
|
+$382K
|
+31,804
|
New
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$364K
|
+$238K
|
+19,766
|
+166%
|
|
|
63
|
Burney Company
Reston,
Virginia
|
$351K
|
-$141K
|
-11,725
|
-28%
|
|
|
64
|
Creative Planning
Overland Park,
Kansas
|
$339K
|
-$52.5K
|
-4,363
|
-13%
|
|
|
65
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$337K
|
+$115K
|
+9,564
|
+49%
|
|
|
66
|
Level Four Advisory Services
Dallas,
Texas
|
$329K
|
+$12.5K
|
+1,039
|
+4%
|
|
|
67
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$329K
|
+$20.3K
|
+1,688
|
+6%
|
|
|
68
|
Raymond James Trust
St. Petersburg,
Florida
|
$316K
|
+$81.8K
|
+6,801
|
+33%
|
|
|
69
|
|
$312K
|
+$327K
|
+27,173
|
New
|
|
|
70
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$297K
|
+$310K
|
+25,827
|
New
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$297K
|
+$14.8K
|
+1,234
|
+5%
|
|
|
72
|
SMH Capital Advisors
Fort Worth,
Texas
|
$290K
|
+$51K
|
+4,239
|
+20%
|
|
|
73
|
Moors & Cabot
Boston,
Massachusetts
|
$285K
|
+$541
|
+45
|
+0.2%
|
|
|
74
|
Next Level Private
Harrison,
New York
|
$281K
|
+$757
|
+63
|
+0.3%
|
|
|
75
|
McGowan Group Asset Management
Dallas,
Texas
|
$280K
|
+$5.33K
|
+443
|
+2%
|
|
