|
26
|
Apriem Advisors
Irvine,
California
|
$1.54M
|
-$2.73M
|
-124,655
|
-64%
|
|
|
27
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.43M
|
+$148K
|
+6,781
|
+12%
|
|
|
28
|
Confluence Wealth Management
Portland,
Oregon
|
$1.22M
|
+$1.22M
|
+55,825
|
New
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.21M
|
-$176K
|
-8,063
|
-13%
|
|
|
30
|
East Coast Asset Management
Essex,
Massachusetts
|
$896K
|
-$39.9K
|
-1,825
|
-4%
|
|
|
31
|
|
$896K
|
+$174K
|
+7,927
|
+24%
|
|
|
32
|
Long Wharf Investors
Boston,
Massachusetts
|
$891K
|
-$989K
|
-45,160
|
-53%
|
|
|
33
|
American Economic Planning Group
Warren,
New Jersey
|
$858K
|
+$245K
|
+11,208
|
+40%
|
|
|
34
|
Atria Investments
Charlotte,
North Carolina
|
$818K
|
+$146K
|
+6,668
|
+22%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$773K
|
+$773K
|
+35,311
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$690K
|
+$667K
|
+30,461
|
+2,912%
|
|
|
37
|
Neuberger Berman Group
New York
|
$655K
|
-$45.4K
|
-2,075
|
-6%
|
|
|
38
|
American International Group
New York
|
$654K
|
+$37.3K
|
+1,705
|
+6%
|
|
|
39
|
American Money Management
Rancho Santa Fe,
California
|
$615K
|
-$25.6K
|
-1,170
|
-4%
|
|
|
40
|
VSR Financial Services
Overland Park,
Kansas
|
$595K
|
+$142K
|
+6,466
|
+31%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$539K
|
-$141K
|
-6,438
|
-21%
|
|
|
42
|
Ashfield Capital Partners
San Francisco,
California
|
$530K
|
-$50.1K
|
-2,287
|
-9%
|
|
|
43
|
Prospera Financial Services
Dallas,
Texas
|
$485K
|
+$25.3K
|
+1,157
|
+6%
|
|
|
44
|
Freedom Investment Management
Hartford,
Connecticut
|
$448K
|
+$33.8K
|
+1,542
|
+8%
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$395K
|
+$17.2K
|
+784
|
+5%
|
|
|
46
|
Madison Investment Holdings
Madison,
Wisconsin
|
$395K
|
+$48.4K
|
+2,211
|
+14%
|
|
|
47
|
Guggenheim Capital
Chicago,
Illinois
|
$386K
|
-$37.6K
|
-1,719
|
-9%
|
|
|
48
|
Cadence Bank NA
Houston,
Texas
|
$314K
|
–
|
–
|
–
|
|
|
49
|
HT Partners
Centerbrook,
Connecticut
|
$285K
|
+$285K
|
+13,042
|
New
|
|
|
50
|
Segment Wealth Management
Houston,
Texas
|
$277K
|
–
|
–
|
–
|
|
