|
51
|
Geneva Advisors
Chicago,
Illinois
|
$581K
|
–
|
–
|
–
|
|
|
52
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$556K
|
-$99.5K
|
-15,760
|
-16%
|
|
|
53
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$547K
|
–
|
–
|
–
|
|
|
54
|
Wharton Business Group
Malvern,
Pennsylvania
|
$497K
|
-$89.9K
|
-14,240
|
-16%
|
|
|
55
|
D. Scott Neal
Lexington,
Kentucky
|
$471K
|
–
|
–
|
–
|
|
|
56
|
|
$463K
|
+$421K
|
+66,704
|
+1,805%
|
|
|
57
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$443K
|
-$97.5K
|
-15,440
|
-19%
|
|
|
58
|
QCM Cayman
Houston,
Texas
|
$420K
|
+$402K
|
+63,744
|
New
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$401K
|
+$105K
|
+16,624
|
+38%
|
|
|
60
|
Concert Wealth Management
San Jose,
California
|
$369K
|
-$65.2K
|
-10,336
|
-15%
|
|
|
61
|
|
$326K
|
–
|
–
|
–
|
|
|
62
|
|
$323K
|
+$169K
|
+26,800
|
+120%
|
|
|
63
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$310K
|
+$297K
|
+47,120
|
New
|
|
|
64
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$309K
|
-$27.7K
|
-4,384
|
-9%
|
|
|
65
|
William Blair & Company
Chicago,
Illinois
|
$300K
|
-$17.7K
|
-2,800
|
-6%
|
|
|
66
|
KMS Financial Services
Seattle,
Washington
|
$245K
|
+$9.29K
|
+1,472
|
+4%
|
|
|
67
|
Cerity Partners OCIO
New York
|
$236K
|
+$226K
|
+35,840
|
New
|
|
|
68
|
First Allied Asset Management
San Diego,
California
|
$226K
|
-$99.2K
|
-15,712
|
-31%
|
|
|
69
|
|
$222K
|
-$154K
|
-24,400
|
-42%
|
|
|
70
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$222K
|
+$97.8K
|
+15,488
|
+84%
|
|
|
71
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$202K
|
-$31.4K
|
-4,976
|
-14%
|
|
|
72
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$202K
|
+$194K
|
+30,800
|
New
|
|
|
73
|
Kings Point Capital Management
Great Neck,
New York
|
$116K
|
–
|
–
|
–
|
|
|
74
|
Wells Fargo
San Francisco,
California
|
$108K
|
+$37.7K
|
+5,968
|
+57%
|
|
|
75
|
Avior Wealth Management
Omaha,
Nebraska
|
$86K
|
+$82.1K
|
+13,008
|
New
|
|
