|
26
|
|
$9.08M
|
+$8.93M
|
+375,531
|
New
|
|
|
27
|
Capital One National Association
New York
|
$7.23M
|
-$84.4K
|
-3,549
|
-1%
|
|
|
28
|
Richard C. Young & Co
Newport,
Rhode Island
|
$6.95M
|
-$2.47M
|
-103,810
|
-27%
|
|
|
29
|
Perella Weinberg Partners Capital Management
New York
|
$4.36M
|
-$1.05M
|
-44,228
|
-20%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.63M
|
-$1.64M
|
-69,117
|
-32%
|
|
|
31
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$3.35M
|
+$541K
|
+22,767
|
+20%
|
|
|
32
|
|
$3.16M
|
-$228K
|
-9,596
|
-7%
|
|
|
33
|
New England Asset Management
Farmington,
Connecticut
|
$2.63M
|
+$2.59M
|
+108,887
|
New
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.38M
|
-$281K
|
-11,805
|
-11%
|
|
|
35
|
OptiFour Integrated Wealth Management
Mc Lean,
Virginia
|
$2.33M
|
+$2.29M
|
+96,294
|
New
|
|
|
36
|
Wela Strategies
Atlanta,
Georgia
|
$2.13M
|
+$13.4K
|
+563
|
+0.6%
|
|
|
37
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$1.67M
|
+$1.64M
|
+69,079
|
New
|
|
|
38
|
Westwood Holdings Group
Dallas,
Texas
|
$1.58M
|
–
|
–
|
–
|
|
|
39
|
Millennium Management
New York
|
$1.51M
|
+$1.49M
|
+62,608
|
New
|
|
|
40
|
Cobiz Wealth
Denver,
Colorado
|
$1.44M
|
+$697K
|
+29,314
|
+97%
|
|
|
41
|
Bank of the West
Monterey Park,
California
|
$1.28M
|
-$528K
|
-22,220
|
-30%
|
|
|
42
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.25M
|
+$569K
|
+23,912
|
+87%
|
|
|
43
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.22M
|
-$384K
|
-16,149
|
-24%
|
|
|
44
|
Crestone Asset Management
Boulder,
Colorado
|
$1.18M
|
-$19.5M
|
-818,587
|
-94%
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.17M
|
+$288K
|
+12,094
|
+33%
|
|
|
46
|
Salient Capital Advisors
Houston,
Texas
|
$1.02M
|
–
|
–
|
–
|
|
|
47
|
NXG Investment Management
Dallas,
Texas
|
$873K
|
+$859K
|
+36,101
|
New
|
|
|
48
|
Murphy Capital Management
Bedminster,
New Jersey
|
$862K
|
-$421K
|
-17,700
|
-33%
|
|
|
49
|
Tiedemann Advisors
New York
|
$808K
|
-$3.05M
|
-128,387
|
-79%
|
|
|
50
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$764K
|
–
|
–
|
–
|
|
