|
26
|
One Capital Management
Westlake Village,
California
|
$4.22M
|
+$169K
|
+3,064
|
+4%
|
|
|
27
|
GHP Investment Advisors
Denver,
Colorado
|
$3.94M
|
+$114K
|
+2,054
|
+3%
|
|
|
28
|
MAI Capital Management
Independence,
Ohio
|
$3.89M
|
-$233K
|
-4,216
|
-6%
|
|
|
29
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.73M
|
+$70.7K
|
+1,279
|
+2%
|
|
|
30
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$3.49M
|
-$731K
|
-13,214
|
-18%
|
|
|
31
|
WESCAP Management Group
Glendale,
California
|
$3.48M
|
+$3.27M
|
+59,058
|
New
|
|
|
32
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.43M
|
+$94.3K
|
+1,705
|
+3%
|
|
|
33
|
Whitnell & Co
Oak Brook,
Illinois
|
$3.21M
|
–
|
–
|
–
|
|
|
34
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.12M
|
+$44.3K
|
+802
|
+2%
|
|
|
35
|
Stratford Consulting
Addison,
Texas
|
$2.98M
|
-$27.9K
|
-505
|
-1%
|
|
|
36
|
Argentus Capital Management
Dallas,
Texas
|
$2.68M
|
+$2.73M
|
+49,429
|
New
|
|
|
37
|
Mosaic Financial Partners
San Francisco,
California
|
$2.42M
|
+$235K
|
+4,241
|
+11%
|
|
|
38
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$2.32M
|
-$120K
|
-2,176
|
-5%
|
|
|
39
|
|
$2.16M
|
+$1.11M
|
+20,069
|
+121%
|
|
|
40
|
CPWM LLC
Seattle,
Washington
|
$2.12M
|
–
|
–
|
–
|
|
|
41
|
Coastline Trust
Providence,
Rhode Island
|
$1.95M
|
+$138K
|
+2,490
|
+8%
|
|
|
42
|
Telos Capital Management
San Diego,
California
|
$1.87M
|
+$174K
|
+3,146
|
+11%
|
|
|
43
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.8M
|
-$53K
|
-958
|
-3%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$1.67M
|
-$23.1K
|
-417
|
-1%
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.63M
|
+$259K
|
+4,687
|
+20%
|
|
|
46
|
Parkside Advisors
Berkeley,
California
|
$1.61M
|
+$74.5K
|
+1,347
|
+5%
|
|
|
47
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.61M
|
+$8.79K
|
+159
|
+0.6%
|
|
|
48
|
HHG & Company
Darien,
Connecticut
|
$1.3M
|
–
|
–
|
–
|
|
|
49
|
Tortoise Investment Management
White Plains,
New York
|
$1.18M
|
-$16.6K
|
-300
|
-1%
|
|
|
50
|
Bank of New York Mellon
New York
|
$1.15M
|
-$95.8K
|
-1,733
|
-8%
|
|
