|
26
|
Gradient Investments
Arden Hills,
Minnesota
|
$10.5M
|
-$6.5M
|
-304,570
|
-37%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.86M
|
-$183K
|
-8,593
|
-2%
|
|
|
28
|
Tanglewood Wealth Management
Houston,
Texas
|
$9.32M
|
+$2.7M
|
+126,717
|
+39%
|
|
|
29
|
United Services Automobile Association
San Antonio,
Texas
|
$8.18M
|
–
|
–
|
–
|
|
|
30
|
Goldstein Munger & Associates
San Ramon,
California
|
$8.07M
|
-$987K
|
-46,288
|
-10%
|
|
|
31
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$8.02M
|
-$1.31M
|
-61,556
|
-14%
|
|
|
32
|
Foster & Motley
Cincinnati,
Ohio
|
$7.98M
|
+$168K
|
+7,897
|
+2%
|
|
|
33
|
Zhang Financial
Portage,
Michigan
|
$7.78M
|
+$8.11M
|
+380,238
|
New
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.18M
|
-$241K
|
-11,307
|
-3%
|
|
|
35
|
|
$7.06M
|
-$1.88K
|
-88
|
-0%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.91M
|
-$649K
|
-30,440
|
-8%
|
|
|
37
|
Northern Trust
Chicago,
Illinois
|
$6.81M
|
-$229K
|
-10,733
|
-3%
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$6.38M
|
–
|
–
|
–
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.18M
|
+$324K
|
+15,216
|
+5%
|
|
|
40
|
Vigilant Capital Management
Portland,
Maine
|
$5.38M
|
+$248K
|
+11,635
|
+5%
|
|
|
41
|
Emerson Investment Management
Boston,
Massachusetts
|
$5.26M
|
-$4.5M
|
-211,003
|
-45%
|
|
|
42
|
Tocqueville Asset Management
New York
|
$5.19M
|
+$4.89M
|
+229,525
|
+956%
|
|
|
43
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.02M
|
+$5.23M
|
+245,183
|
New
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.87M
|
-$2.97M
|
-139,077
|
-37%
|
|
|
45
|
|
$4.87M
|
-$254K
|
-11,900
|
-5%
|
|
|
46
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$4.81M
|
+$678K
|
+31,807
|
+16%
|
|
|
47
|
Fiduciary Trust
Boston,
Massachusetts
|
$4.39M
|
+$1.02M
|
+47,890
|
+29%
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.11M
|
+$3.63M
|
+170,242
|
+558%
|
|
|
49
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.09M
|
-$247K
|
-11,585
|
-5%
|
|
|
50
|
Quest Investment Management
Lake Oswego,
Oregon
|
$4.09M
|
–
|
–
|
–
|
|
