|
26
|
Private Vista
Chicago,
Illinois
|
$5.2M
|
-$2.08M
|
-27,775
|
-29%
|
|
|
27
|
Smith, Moore & Co
Clayton,
Missouri
|
$5.1M
|
-$39.5K
|
-528
|
-0.8%
|
|
|
28
|
WESCAP Management Group
Glendale,
California
|
$4.87M
|
+$136K
|
+1,817
|
+3%
|
|
|
29
|
MAI Capital Management
Independence,
Ohio
|
$4.8M
|
+$202K
|
+2,694
|
+5%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$4.78M
|
+$137K
|
+1,832
|
+3%
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$4.51M
|
-$30.2K
|
-404
|
-0.7%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.35M
|
+$699K
|
+9,347
|
+20%
|
|
|
33
|
M&T Bank
Buffalo,
New York
|
$4.27M
|
-$53.1K
|
-710
|
-1%
|
|
|
34
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$4.2M
|
-$78K
|
-1,042
|
-2%
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$3.88M
|
+$698K
|
+9,329
|
+23%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.74M
|
-$327K
|
-4,365
|
-8%
|
|
|
37
|
Fluent Financial
Dallas,
Texas
|
$3.72M
|
+$3.53M
|
+47,226
|
New
|
|
|
38
|
Fiduciary Trust
Boston,
Massachusetts
|
$3.69M
|
-$4.86K
|
-65
|
-0.1%
|
|
|
39
|
Atria Investments
Charlotte,
North Carolina
|
$3.54M
|
-$123K
|
-1,643
|
-3%
|
|
|
40
|
Neumann Capital Management
Foster City,
California
|
$3.52M
|
+$1.25M
|
+16,751
|
+58%
|
|
|
41
|
Trilogy Capital
Irvine,
California
|
$3.46M
|
+$3.37M
|
+44,995
|
New
|
|
|
42
|
Stratford Consulting
Addison,
Texas
|
$3.12M
|
-$239K
|
-3,193
|
-7%
|
|
|
43
|
Coastline Trust
Providence,
Rhode Island
|
$3.11M
|
+$65.8K
|
+880
|
+2%
|
|
|
44
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$3.05M
|
-$966K
|
-12,914
|
-25%
|
|
|
45
|
Telos Capital Management
San Diego,
California
|
$2.98M
|
+$48.9K
|
+653
|
+2%
|
|
|
46
|
One Capital Management
Westlake Village,
California
|
$2.93M
|
-$227K
|
-3,035
|
-7%
|
|
|
47
|
Marietta Wealth Management
Marietta,
Georgia
|
$2.91M
|
+$237K
|
+3,165
|
+9%
|
|
|
48
|
Beacon Financial Group
Dallas,
Texas
|
$2.85M
|
+$2.78M
|
+37,155
|
New
|
|
|
49
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2.67M
|
+$114K
|
+1,517
|
+5%
|
|
|
50
|
SimplyRich
Carlsbad,
California
|
$2.59M
|
+$2.52M
|
+33,672
|
New
|
|
