|
26
|
UBS Group
Zurich,
Switzerland
|
$793K
|
+$247K
|
+5,128
|
+52%
|
|
|
27
|
Merriman Wealth Management
Seattle,
Washington
|
$674K
|
–
|
–
|
–
|
|
|
28
|
LPL Financial
San Diego,
California
|
$661K
|
-$72.1K
|
-1,500
|
-11%
|
|
|
29
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$647K
|
-$35K
|
-727
|
-6%
|
|
|
30
|
Bank of New York Mellon
New York
|
$646K
|
+$589K
|
+12,239
|
New
|
|
|
31
|
Employees Retirement System of Texas
Austin,
Texas
|
$555K
|
–
|
–
|
–
|
|
|
32
|
Prudential Financial
Newark,
New Jersey
|
$555K
|
–
|
–
|
–
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$520K
|
+$467K
|
+9,720
|
+7,308%
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$465K
|
-$97.8K
|
-2,033
|
-19%
|
|
|
35
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$425K
|
+$29.9K
|
+622
|
+8%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$358K
|
-$283K
|
-5,885
|
-46%
|
|
|
37
|
Wellington Management Group
Boston,
Massachusetts
|
$340K
|
+$310K
|
+6,447
|
New
|
|
|
38
|
|
$274K
|
-$41.7K
|
-867
|
-14%
|
|
|
39
|
Nuveen
Charlotte,
North Carolina
|
$264K
|
–
|
–
|
–
|
|
|
40
|
Gould Asset Management
Claremont,
California
|
$260K
|
+$5.29K
|
+110
|
+2%
|
|
|
41
|
CIBC World Market
Toronto,
Ontario, Canada
|
$254K
|
+$231K
|
+4,812
|
New
|
|
|
42
|
Evanson Asset Management
Carmel,
California
|
$251K
|
–
|
–
|
–
|
|
|
43
|
Perigon Wealth Management
San Francisco,
California
|
$246K
|
–
|
–
|
–
|
|
|
44
|
First Interstate Bank
Billings,
Montana
|
$241K
|
+$220K
|
+4,565
|
New
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$239K
|
+$208K
|
+4,324
|
New
|
|
|
46
|
Samalin Investment Counsel
Chappaqua,
New York
|
$237K
|
-$4.09K
|
-85
|
-2%
|
|
|
47
|
|
$230K
|
+$16.2K
|
+336
|
+8%
|
|
|
48
|
Asset Dedication LLC
San Francisco,
California
|
$224K
|
-$3.22K
|
-67
|
-2%
|
|
|
49
|
White Pine Capital
Bloomington,
Minnesota
|
$214K
|
-$32.5K
|
-675
|
-14%
|
|
|
50
|
Avantax Advisory Services
Dallas,
Texas
|
$200K
|
+$182K
|
+3,794
|
New
|
|
