|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$399K
|
+$376K
|
+5,642
|
New
|
|
|
52
|
Gould Asset Management
Claremont,
California
|
$398K
|
–
|
–
|
–
|
|
|
53
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$396K
|
+$373K
|
+5,594
|
New
|
|
|
54
|
|
$378K
|
-$399K
|
-5,992
|
-53%
|
|
|
55
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$360K
|
-$46.1K
|
-691
|
-12%
|
|
|
56
|
Knollwood Investment Advisory
Hunt Valley,
Maryland
|
$354K
|
–
|
–
|
–
|
|
|
57
|
Westerkirk Capital
Victoria,
|
$354K
|
–
|
–
|
–
|
|
|
58
|
GHP Investment Advisors
Denver,
Colorado
|
$347K
|
–
|
–
|
–
|
|
|
59
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$313K
|
-$444K
|
-6,667
|
-60%
|
|
|
60
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$302K
|
–
|
–
|
–
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$300K
|
+$283K
|
+4,242
|
New
|
|
|
62
|
Summit Financial
Parsippany,
New Jersey
|
$288K
|
-$2.35M
|
-35,249
|
-90%
|
|
|
63
|
Park Avenue Securities
New York
|
$283K
|
-$356K
|
-5,343
|
-57%
|
|
|
64
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$273K
|
-$14.3K
|
-215
|
-5%
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$264K
|
+$63.7K
|
+956
|
+34%
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$235K
|
-$19.7K
|
-296
|
-8%
|
|
|
67
|
GSB Wealth Management
Guilford,
Connecticut
|
$227K
|
-$13K
|
-195
|
-6%
|
|
|
68
|
180 Wealth Advisors
Federal Way,
Washington
|
$218K
|
+$205K
|
+3,081
|
New
|
|
|
69
|
Osaic Holdings
Scottsdale,
Arizona
|
$217K
|
+$15.4K
|
+231
|
+8%
|
|
|
70
|
Perigon Wealth Management
San Francisco,
California
|
$213K
|
+$201K
|
+3,017
|
New
|
|
|
71
|
Capital Management
Glen Allen,
Virginia
|
$202K
|
+$191K
|
+2,860
|
New
|
|
|
72
|
IFG Advisory
Atlanta,
Georgia
|
$185K
|
+$174K
|
+2,617
|
New
|
|
|
73
|
Thompson Investment Management
Madison,
Wisconsin
|
$142K
|
–
|
–
|
–
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$140K
|
+$9.7K
|
+145
|
+8%
|
|
|
75
|
Rockefeller Capital Management
New York
|
$134K
|
–
|
–
|
–
|
|
