|
26
|
Baird
Milwaukee,
Wisconsin
|
$678K
|
-$1.33M
|
-29,135
|
-66%
|
|
|
27
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$657K
|
-$40.2K
|
-880
|
-6%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$652K
|
-$198K
|
-4,343
|
-23%
|
|
|
29
|
Plancorp LLC
Saint Louis,
Missouri
|
$622K
|
+$117K
|
+2,564
|
+23%
|
|
|
30
|
SII Investments
Appleton,
Wisconsin
|
$596K
|
-$6.85K
|
-150
|
-1%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$557K
|
+$334K
|
+7,310
|
+146%
|
|
|
32
|
Inverness Counsel
New York
|
$535K
|
-$36.5K
|
-800
|
-6%
|
|
|
33
|
Braeside Investments
Dallas,
Texas
|
$490K
|
-$17.9K
|
-393
|
-3%
|
|
|
34
|
Global Endowment Management
Charlotte,
North Carolina
|
$452K
|
–
|
–
|
–
|
|
|
35
|
Chelsea Counsel Company
Los Angeles,
California
|
$448K
|
+$50.2K
|
+1,100
|
+12%
|
|
|
36
|
Gofen & Glossberg
Chicago,
Illinois
|
$431K
|
–
|
–
|
–
|
|
|
37
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$409K
|
+$49.5K
|
+1,085
|
+14%
|
|
|
38
|
|
$362K
|
-$575K
|
-12,600
|
-61%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$351K
|
-$43.4K
|
-950
|
-11%
|
|
|
40
|
Silvercrest Asset Management
New York
|
$346K
|
–
|
–
|
–
|
|
|
41
|
Franklin Resources
San Mateo,
California
|
$315K
|
-$13.7K
|
-300
|
-4%
|
|
|
42
|
EP Wealth Advisors
Torrance,
California
|
$308K
|
–
|
–
|
–
|
|
|
43
|
M Holdings Securities
Portland,
Oregon
|
$228K
|
-$37K
|
-811
|
-14%
|
|
|
44
|
Orrell Capital Management
Livermore,
California
|
$228K
|
–
|
–
|
–
|
|
|
45
|
Paloma Partners
Greenwich,
Connecticut
|
$214K
|
-$228K
|
-5,000
|
-51%
|
|
|
46
|
Altavista Wealth Management
Asheville,
North Carolina
|
$208K
|
+$210K
|
+4,600
|
New
|
|
|
47
|
Welch & Forbes
Boston,
Massachusetts
|
$203K
|
+$205K
|
+4,494
|
New
|
|
|
48
|
Financial Advantage
Columbia,
Maryland
|
$193K
|
–
|
–
|
–
|
|
|
49
|
Bank of America
Charlotte,
North Carolina
|
$120K
|
-$87.5K
|
-1,918
|
-42%
|
|
|
50
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$90K
|
–
|
–
|
–
|
|
