|
26
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.5M
|
+$149K
|
+6,663
|
+11%
|
|
|
27
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$1.35M
|
+$512K
|
+22,900
|
+61%
|
|
|
28
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.24M
|
+$177K
|
+7,924
|
+17%
|
|
|
29
|
Bluefin Capital Management
New York
|
$1.1M
|
+$149K
|
+6,662
|
+16%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$898K
|
-$12.7K
|
-568
|
-1%
|
|
|
31
|
American Economic Planning Group
Warren,
New Jersey
|
$860K
|
+$245K
|
+10,984
|
+40%
|
|
|
32
|
Long Wharf Investors
Boston,
Massachusetts
|
$849K
|
-$1.07M
|
-47,766
|
-56%
|
|
|
33
|
Atria Investments
Charlotte,
North Carolina
|
$820K
|
+$205K
|
+9,187
|
+33%
|
|
|
34
|
Madison Investment Holdings
Madison,
Wisconsin
|
$800K
|
+$61.7K
|
+2,760
|
+8%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$755K
|
+$754K
|
+33,729
|
New
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$668K
|
+$668K
|
+29,872
|
New
|
|
|
37
|
Tower Trust
Fort Wayne,
Indiana
|
$498K
|
+$100K
|
+4,484
|
+25%
|
|
|
38
|
Synovus Financial
Columbus,
Georgia
|
$492K
|
–
|
–
|
–
|
|
|
39
|
American International Group
New York
|
$458K
|
+$25.6K
|
+1,144
|
+6%
|
|
|
40
|
Freedom Investment Management
Hartford,
Connecticut
|
$449K
|
+$24.4K
|
+1,093
|
+6%
|
|
|
41
|
Guggenheim Capital
Chicago,
Illinois
|
$392K
|
-$38.1K
|
-1,707
|
-9%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$389K
|
+$389K
|
+17,410
|
New
|
|
|
43
|
KMS Financial Services
Seattle,
Washington
|
$375K
|
+$115K
|
+5,131
|
+44%
|
|
|
44
|
Confluence Wealth Management
Portland,
Oregon
|
$375K
|
+$375K
|
+16,775
|
New
|
|
|
45
|
Prospera Financial Services
Dallas,
Texas
|
$368K
|
+$367K
|
+16,432
|
New
|
|
|
46
|
Cadence Bank NA
Houston,
Texas
|
$343K
|
-$31.3K
|
-1,400
|
-8%
|
|
|
47
|
VSR Financial Services
Overland Park,
Kansas
|
$342K
|
+$71.2K
|
+3,187
|
+26%
|
|
|
48
|
Neuberger Berman Group
New York
|
$295K
|
-$36.9K
|
-1,650
|
-11%
|
|
|
49
|
East Coast Asset Management
Essex,
Massachusetts
|
$293K
|
-$29.9K
|
-1,340
|
-9%
|
|
|
50
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$290K
|
+$294K
|
+13,140
|
New
|
|
