|
51
|
Creative Planning
Overland Park,
Kansas
|
$6.88M
|
-$1.21M
|
-22,109
|
-15%
|
|
|
52
|
UBP Investment Advisors
Geneva,
Switzerland
|
$6.21M
|
+$2.19M
|
+40,053
|
+116%
|
|
|
53
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.17M
|
+$1.95M
|
+35,616
|
+45%
|
|
|
54
|
Harrell Investment Partners
Austin,
Texas
|
$5.91M
|
+$14.9K
|
+272
|
+0.2%
|
|
|
55
|
Wells Fargo
San Francisco,
California
|
$5.9M
|
+$274K
|
+5,008
|
+5%
|
|
|
56
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.76M
|
+$1.94M
|
+35,406
|
+49%
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$5.37M
|
+$602K
|
+11,001
|
+12%
|
|
|
58
|
GeoWealth Management
Chicago,
Illinois
|
$5.36M
|
-$123K
|
-2,249
|
-2%
|
|
|
59
|
Ashford Capital Management
Wilmington,
Delaware
|
$5.27M
|
+$1.73M
|
+31,622
|
+47%
|
|
|
60
|
55I LLC
Boston,
Massachusetts
|
$5.13M
|
+$3.94M
|
+72,023
|
+298%
|
|
|
61
|
Silvercrest Asset Management
New York
|
$4.95M
|
-$27.4K
|
-500
|
-0.5%
|
|
|
62
|
IndexIQ Advisors
New York
|
$4.76M
|
-$6.29M
|
-114,904
|
-56%
|
|
|
63
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$4.57M
|
-$165K
|
-3,024
|
-3%
|
|
|
64
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.52M
|
+$55.8K
|
+1,019
|
+1%
|
|
|
65
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$4.45M
|
+$2.81M
|
+51,330
|
+161%
|
|
|
66
|
US Bancorp
Minneapolis,
Minnesota
|
$4.44M
|
-$4.81M
|
-87,939
|
-51%
|
|
|
67
|
Davenport & Co
Richmond,
Virginia
|
$4.39M
|
+$408K
|
+7,464
|
+10%
|
|
|
68
|
Atria Investments
Charlotte,
North Carolina
|
$4.03M
|
+$794K
|
+14,513
|
+24%
|
|
|
69
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$3.96M
|
-$65.3K
|
-1,194
|
-2%
|
|
|
70
|
HighTower Advisors
Chicago,
Illinois
|
$3.94M
|
-$396K
|
-7,243
|
-9%
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.75M
|
-$218K
|
-3,992
|
-5%
|
|
|
72
|
TrinityPoint Wealth
Milford,
Connecticut
|
$3.59M
|
+$274K
|
+5,000
|
+8%
|
|
|
73
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.53M
|
+$923K
|
+16,866
|
+34%
|
|
|
74
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$3.4M
|
+$61.7K
|
+1,127
|
+2%
|
|
|
75
|
Cresset Asset Management
Chicago,
Illinois
|
$3.38M
|
+$28.2K
|
+515
|
+0.8%
|
|
