|
26
|
Bailard
Foster City,
California
|
$249K
|
+$241K
|
+5,200
|
New
|
|
|
27
|
Yorktown Management & Research Company
Forest,
Virginia
|
$244K
|
–
|
–
|
–
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$230K
|
-$160K
|
-3,461
|
-42%
|
|
|
29
|
Visionary Asset Management
Houston,
Texas
|
$224K
|
+$217K
|
+4,680
|
New
|
|
|
30
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$216K
|
–
|
–
|
–
|
|
|
31
|
MSI Financial Services
Springfield,
Massachusetts
|
$98K
|
-$86.9K
|
-1,878
|
-48%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$94K
|
–
|
–
|
–
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$93K
|
+$89.9K
|
+1,942
|
New
|
|
|
34
|
US Bancorp
Minneapolis,
Minnesota
|
$91K
|
–
|
–
|
–
|
|
|
35
|
SignatureFD
Atlanta,
Georgia
|
$87K
|
+$84.6K
|
+1,827
|
New
|
|
|
36
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$85K
|
–
|
–
|
–
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
–
|
–
|
–
|
|
|
39
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$50K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
41
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$30K
|
+$648
|
+14
|
+2%
|
|
|
42
|
|
$29K
|
+$28.4K
|
+613
|
New
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$26K
|
+$2.22K
|
+48
|
+10%
|
|
|
44
|
Joel Isaacson & Co
New York
|
$25K
|
–
|
–
|
–
|
|
|
45
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$25K
|
+$23.8K
|
+515
|
New
|
|
|
46
|
Checchi Capital Advisers
Beverly Hills,
California
|
$17K
|
+$16.4K
|
+354
|
New
|
|
|
47
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$17K
|
+$16.7K
|
+360
|
New
|
|
|
48
|
Focused Wealth Management
Newburgh,
New York
|
$12K
|
–
|
–
|
–
|
|
|
49
|
|
$10K
|
-$1.39K
|
-30
|
-13%
|
|
|
50
|
American International Group
New York
|
$5K
|
-$127K
|
-2,741
|
-96%
|
|
