|
26
|
|
$3.3M
|
+$235K
|
+10,530
|
+8%
|
|
|
27
|
Perella Weinberg Partners Capital Management
New York
|
$3.12M
|
–
|
–
|
–
|
|
|
28
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.73M
|
-$123K
|
-5,509
|
-4%
|
|
|
29
|
|
$2.71M
|
–
|
–
|
–
|
|
|
30
|
Oxford Financial Group
Carmel,
Indiana
|
$2.7M
|
-$8.9K
|
-399
|
-0.3%
|
|
|
31
|
New England Asset Management
Farmington,
Connecticut
|
$2.43M
|
–
|
–
|
–
|
|
|
32
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.27M
|
+$2.26M
|
+101,520
|
New
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$1.9M
|
+$324K
|
+14,553
|
+21%
|
|
|
34
|
Bank of the West
Monterey Park,
California
|
$1.83M
|
+$245K
|
+10,983
|
+15%
|
|
|
35
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.12M
|
+$4.91K
|
+220
|
+0.4%
|
|
|
36
|
Cobiz Wealth
Denver,
Colorado
|
$992K
|
-$780K
|
-34,989
|
-44%
|
|
|
37
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$961K
|
-$10.7K
|
-478
|
-1%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$784K
|
+$11.5K
|
+517
|
+1%
|
|
|
39
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$734K
|
+$561K
|
+25,155
|
+327%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$733K
|
+$44.8K
|
+2,010
|
+6%
|
|
|
41
|
|
$645K
|
+$21.6K
|
+970
|
+3%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$547K
|
+$26.7K
|
+1,198
|
+5%
|
|
|
43
|
Bank of America
Charlotte,
North Carolina
|
$536K
|
–
|
–
|
–
|
|
|
44
|
Murphy Capital Management
Bedminster,
New Jersey
|
$531K
|
-$32.2K
|
-1,445
|
-6%
|
|
|
45
|
|
$528K
|
-$49.9K
|
-2,240
|
-9%
|
|
|
46
|
Stockman Wealth Management
Billings,
Montana
|
$483K
|
–
|
–
|
–
|
|
|
47
|
Edge Capital Group
Atlanta,
Georgia
|
$479K
|
–
|
–
|
–
|
|
|
48
|
|
$435K
|
-$35.2K
|
-1,578
|
-8%
|
|
|
49
|
WesBanco Bank
Wheeling,
West Virginia
|
$434K
|
+$58K
|
+2,600
|
+15%
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$412K
|
-$25.1K
|
-1,125
|
-6%
|
|
