|
26
|
Bailard
Foster City,
California
|
$2.14M
|
–
|
–
|
–
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.82M
|
+$1.14M
|
+28,779
|
+147%
|
|
|
28
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.81M
|
+$66.5K
|
+1,685
|
+4%
|
|
|
29
|
Washington Trust Bank
Spokane,
Washington
|
$1.46M
|
+$1.53M
|
+38,692
|
New
|
|
|
30
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1.39M
|
-$568K
|
-14,381
|
-28%
|
|
|
31
|
BOK Financial
Tulsa,
Oklahoma
|
$1.16M
|
-$16.3K
|
-413
|
-1%
|
|
|
32
|
Comerica Securities
Detroit,
Michigan
|
$1.09M
|
+$197K
|
+5,001
|
+21%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$985K
|
-$1.22M
|
-30,798
|
-54%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$973K
|
-$207K
|
-5,246
|
-17%
|
|
|
35
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$768K
|
-$92.8K
|
-2,351
|
-10%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$708K
|
+$58.4K
|
+1,479
|
+9%
|
|
|
37
|
PineBridge Investments
New York
|
$585K
|
+$612K
|
+15,500
|
New
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
$584K
|
+$611K
|
+15,488
|
New
|
|
|
39
|
Camelot Portfolios
Maumee,
Ohio
|
$532K
|
-$17.1K
|
-433
|
-3%
|
|
|
40
|
Schroder Investment Management Group
London,
United Kingdom
|
$527K
|
–
|
–
|
–
|
|
|
41
|
Atria Investments
Charlotte,
North Carolina
|
$520K
|
+$43.6K
|
+1,105
|
+9%
|
|
|
42
|
Argentus Capital Management
Dallas,
Texas
|
$436K
|
+$456K
|
+11,545
|
New
|
|
|
43
|
HSBC Holdings
London,
United Kingdom
|
$406K
|
–
|
–
|
–
|
|
|
44
|
Neuberger Berman Group
New York
|
$391K
|
+$409K
|
+10,350
|
New
|
|
|
45
|
BlackRock Japan
Tokyo,
Japan
|
$356K
|
–
|
–
|
–
|
|
|
46
|
Lumina Fund Management
New York
|
$350K
|
–
|
–
|
–
|
|
|
47
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$337K
|
+$750
|
+19
|
+0.2%
|
|
|
48
|
Creative Planning
Overland Park,
Kansas
|
$334K
|
+$349K
|
+8,842
|
New
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$271K
|
-$141K
|
-3,570
|
-33%
|
|
|
50
|
|
$245K
|
-$67.2K
|
-1,703
|
-21%
|
|
