|
26
|
GW & Wade
Wellesley,
Massachusetts
|
$650K
|
+$633K
|
+11,930
|
New
|
|
|
27
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$618K
|
–
|
–
|
–
|
|
|
28
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$529K
|
–
|
–
|
–
|
|
|
29
|
|
$475K
|
-$8.91K
|
-168
|
-2%
|
|
|
30
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$473K
|
+$461K
|
+8,698
|
New
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$461K
|
+$7.21K
|
+136
|
+2%
|
|
|
32
|
Concert Wealth Management
San Jose,
California
|
$401K
|
-$4.88K
|
-92
|
-1%
|
|
|
33
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$370K
|
-$361K
|
-6,801
|
-50%
|
|
|
34
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$361K
|
+$28.4K
|
+535
|
+9%
|
|
|
35
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$337K
|
+$37.1K
|
+700
|
+13%
|
|
|
36
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$312K
|
+$13.3K
|
+250
|
+5%
|
|
|
37
|
ProVise Management Group
Clearwater,
Florida
|
$250K
|
-$5.2K
|
-98
|
-2%
|
|
|
38
|
M Holdings Securities
Portland,
Oregon
|
$237K
|
+$231K
|
+4,352
|
New
|
|
|
39
|
Natixis Advisors
Boston,
Massachusetts
|
$218K
|
-$13.9K
|
-263
|
-6%
|
|
|
40
|
Sequoia Financial Advisors
Akron,
Ohio
|
$204K
|
+$199K
|
+3,748
|
New
|
|
|
41
|
Tortoise Investment Management
White Plains,
New York
|
$163K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$124K
|
–
|
–
|
–
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$97K
|
–
|
–
|
–
|
|
|
44
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$88K
|
–
|
–
|
–
|
|
|
45
|
Regal Investment Advisors
Kentwood,
Michigan
|
$68K
|
+$27.5K
|
+518
|
+71%
|
|
|
46
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$66K
|
+$63.9K
|
+1,205
|
New
|
|
|
47
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$55K
|
–
|
–
|
–
|
|
|
48
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$48K
|
-$28.3K
|
-534
|
-38%
|
|
|
49
|
MSI Financial Services
Springfield,
Massachusetts
|
$46K
|
+$5.3K
|
+100
|
+13%
|
|
|
50
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$39K
|
-$81.4K
|
-1,534
|
-68%
|
|
