|
26
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$690K
|
–
|
–
|
–
|
|
|
27
|
SII Investments
Appleton,
Wisconsin
|
$657K
|
-$823
|
-18
|
-0.1%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$625K
|
-$57.2K
|
-1,251
|
-9%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$603K
|
+$18.3K
|
+400
|
+3%
|
|
|
30
|
Inverness Counsel
New York
|
$565K
|
+$3.89K
|
+85
|
+0.7%
|
|
|
31
|
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
|
$519K
|
+$500K
|
+10,925
|
New
|
|
|
32
|
St. James Investment Company
Southlake,
Texas
|
$502K
|
+$483K
|
+10,565
|
New
|
|
|
33
|
Braeside Investments
Dallas,
Texas
|
$489K
|
-$24.8K
|
-543
|
-5%
|
|
|
34
|
Global Endowment Management
Charlotte,
North Carolina
|
$475K
|
–
|
–
|
–
|
|
|
35
|
Tocqueville Asset Management
New York
|
$468K
|
+$451K
|
+9,865
|
New
|
|
|
36
|
Freedom Investment Management
Hartford,
Connecticut
|
$456K
|
+$439K
|
+9,608
|
New
|
|
|
37
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$443K
|
+$12.8K
|
+279
|
+3%
|
|
|
38
|
Gofen & Glossberg
Chicago,
Illinois
|
$437K
|
–
|
–
|
–
|
|
|
39
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$432K
|
+$416K
|
+9,103
|
New
|
|
|
40
|
Chelsea Counsel Company
Los Angeles,
California
|
$418K
|
-$50.3K
|
-1,100
|
-11%
|
|
|
41
|
M Holdings Securities
Portland,
Oregon
|
$412K
|
+$167K
|
+3,645
|
+72%
|
|
|
42
|
Silvercrest Asset Management
New York
|
$363K
|
–
|
–
|
–
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$352K
|
+$284K
|
+6,204
|
+509%
|
|
|
44
|
Landscape Capital Management
Englewood,
New Jersey
|
$348K
|
-$1.15M
|
-25,167
|
-77%
|
|
|
45
|
Franklin Resources
San Mateo,
California
|
$331K
|
–
|
–
|
–
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$323K
|
–
|
–
|
–
|
|
|
47
|
Kanawha Capital Management
Richmond,
Virginia
|
$249K
|
+$239K
|
+5,235
|
New
|
|
|
48
|
Orrell Capital Management
Livermore,
California
|
$233K
|
–
|
–
|
–
|
|
|
49
|
Welch & Forbes
Boston,
Massachusetts
|
$213K
|
–
|
–
|
–
|
|
|
50
|
Financial Advantage
Columbia,
Maryland
|
$142K
|
-$58.1K
|
-1,270
|
-30%
|
|