|
51
|
Avantax Planning Partners
Dubuque,
Iowa
|
$675K
|
–
|
–
|
–
|
|
|
52
|
KeyBank National Association
Cleveland,
Ohio
|
$646K
|
+$635K
|
+12,640
|
New
|
|
|
53
|
Northern Trust
Chicago,
Illinois
|
$639K
|
–
|
–
|
–
|
|
|
54
|
Baker Avenue Asset Management
San Francisco,
California
|
$608K
|
-$946K
|
-18,828
|
-61%
|
|
|
55
|
Glenview Trust
Louisville,
Kentucky
|
$602K
|
–
|
–
|
–
|
|
|
56
|
First Allied Advisory Services
San Diego,
California
|
$583K
|
-$12K
|
-238
|
-2%
|
|
|
57
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$572K
|
+$78.9K
|
+1,570
|
+16%
|
|
|
58
|
Colony Group
Boston,
Massachusetts
|
$478K
|
+$245K
|
+4,880
|
+109%
|
|
|
59
|
Regions Financial Corp
Birmingham,
Alabama
|
$476K
|
-$2.81K
|
-56
|
-0.6%
|
|
|
60
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$446K
|
-$56.8K
|
-1,130
|
-11%
|
|
|
61
|
First Personal Financial Services
Charlotte,
North Carolina
|
$441K
|
-$7.54K
|
-150
|
-2%
|
|
|
62
|
Bartlett & Co
Cincinnati,
Ohio
|
$436K
|
+$169K
|
+3,370
|
+65%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$409K
|
+$22.4K
|
+446
|
+6%
|
|
|
64
|
Portland Global Advisors
Portland,
Maine
|
$373K
|
–
|
–
|
–
|
|
|
65
|
Coldstream Capital Management
Bellevue,
Washington
|
$372K
|
+$704
|
+14
|
+0.2%
|
|
|
66
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$371K
|
+$39K
|
+776
|
+12%
|
|
|
67
|
Parallel Advisors
San Francisco,
California
|
$357K
|
+$12.1K
|
+240
|
+4%
|
|
|
68
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$355K
|
–
|
–
|
–
|
|
|
69
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$341K
|
-$77.1K
|
-1,534
|
-19%
|
|
|
70
|
Private Advisor Group
Morristown,
New Jersey
|
$334K
|
+$54.9K
|
+1,092
|
+20%
|
|
|
71
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$331K
|
–
|
–
|
–
|
|
|
72
|
Sonata Capital Group
Seattle,
Washington
|
$330K
|
–
|
–
|
–
|
|
|
73
|
|
$319K
|
+$23K
|
+458
|
+8%
|
|
|
74
|
NorthRock Partners
Minneapolis,
Minnesota
|
$302K
|
–
|
–
|
–
|
|
|
75
|
Litman Gregory Wealth Management
Larkspur,
California
|
$300K
|
-$308K
|
-6,122
|
-51%
|
|
