|
26
|
|
$8.8M
|
-$5.16M
|
-60,500
|
-38%
|
|
|
27
|
Westwood Holdings Group
Dallas,
Texas
|
$8.62M
|
–
|
–
|
–
|
|
|
28
|
HT Partners
Centerbrook,
Connecticut
|
$7.93M
|
+$7.01M
|
+82,242
|
+986%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$6.52M
|
-$1.48M
|
-17,319
|
-19%
|
|
|
30
|
Cardan Capital Partners
Denver,
Colorado
|
$5.98M
|
+$5.83M
|
+68,377
|
New
|
|
|
31
|
Morningstar Investment Management
Chicago,
Illinois
|
$5.98M
|
+$5.83M
|
+68,351
|
New
|
|
|
32
|
PFS Investments
Duluth,
Georgia
|
$5.64M
|
+$1.18M
|
+13,857
|
+28%
|
|
|
33
|
Atria Investments
Charlotte,
North Carolina
|
$5.29M
|
+$2.91M
|
+34,083
|
+130%
|
|
|
34
|
KWMG LLC
Overland Park,
Kansas
|
$5M
|
+$165K
|
+1,940
|
+4%
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$4.74M
|
-$214K
|
-2,513
|
-4%
|
|
|
36
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.7M
|
+$3.35M
|
+39,283
|
+273%
|
|
|
37
|
Suntrust Banks
Atlanta,
Georgia
|
$3.7M
|
+$766K
|
+8,980
|
+27%
|
|
|
38
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3.68M
|
+$3.58M
|
+42,023
|
New
|
|
|
39
|
Gould Asset Management
Claremont,
California
|
$3.56M
|
+$581K
|
+6,810
|
+20%
|
|
|
40
|
Violich Capital Management
San Francisco,
California
|
$3.36M
|
-$703K
|
-8,240
|
-18%
|
|
|
41
|
SignalPoint Asset Management
Springfield,
Missouri
|
$3.05M
|
+$193K
|
+2,263
|
+7%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$3.03M
|
+$316K
|
+3,706
|
+12%
|
|
|
43
|
Human Investing
Lake Oswego,
Oregon
|
$2.86M
|
+$2.79M
|
+32,728
|
New
|
|
|
44
|
Morningstar Investment Services
Chicago,
Illinois
|
$2.77M
|
-$6.51M
|
-76,344
|
-71%
|
|
|
45
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.71M
|
+$95.1K
|
+1,116
|
+4%
|
|
|
46
|
Cobblestone Capital Advisors
Rochester,
New York
|
$2.58M
|
–
|
–
|
–
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.56M
|
-$574K
|
-6,727
|
-19%
|
|
|
48
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$2.35M
|
+$2.29M
|
+26,883
|
New
|
|
|
49
|
Bank of Hawaii
Honolulu,
Hawaii
|
$2.25M
|
-$3.64M
|
-42,723
|
-62%
|
|
|
50
|
First Allied Advisory Services
San Diego,
California
|
$2.17M
|
+$455K
|
+5,339
|
+27%
|
|
