|
76
|
Insight Folios
Charlotte,
North Carolina
|
$5.96M
|
+$448K
|
+8,983
|
+8%
|
|
|
77
|
Investment Management Associates
Greenwood Village,
Colorado
|
$5.84M
|
+$364K
|
+7,290
|
+7%
|
|
|
78
|
Charles Schwab
San Francisco,
California
|
$5.74M
|
-$236K
|
-4,723
|
-4%
|
|
|
79
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$5.74M
|
+$2.99K
|
+60
|
+0%
|
|
|
80
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$5.62M
|
+$332K
|
+6,660
|
+6%
|
|
|
81
|
MAI Capital Management
Independence,
Ohio
|
$5.57M
|
+$159K
|
+3,193
|
+3%
|
|
|
82
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.55M
|
-$1.61M
|
-32,193
|
-22%
|
|
|
83
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$5.36M
|
-$29.4K
|
-590
|
-0.5%
|
|
|
84
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.32M
|
-$2.63M
|
-52,628
|
-32%
|
|
|
85
|
Leavell Investment Management
Mobile,
Alabama
|
$5.25M
|
–
|
–
|
–
|
|
|
86
|
Catalyst Capital Advisors
Huntington,
New York
|
$4.98M
|
-$1.75M
|
-35,000
|
-25%
|
|
|
87
|
Oak Family Advisors
Chicago,
Illinois
|
$4.95M
|
+$131K
|
+2,619
|
+3%
|
|
|
88
|
Americana Partners
Houston,
Texas
|
$4.89M
|
+$2.19M
|
+43,952
|
+48%
|
|
|
89
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.78M
|
+$32K
|
+642
|
+0.6%
|
|
|
90
|
KeyBank National Association
Cleveland,
Ohio
|
$4.78M
|
+$147K
|
+2,942
|
+3%
|
|
|
91
|
Nuveen
Charlotte,
North Carolina
|
$4.76M
|
-$5M
|
-100,213
|
-50%
|
|
|
92
|
Creative Planning
Overland Park,
Kansas
|
$4.72M
|
+$286K
|
+5,734
|
+6%
|
|
|
93
|
Annandale Capital
Dallas,
Texas
|
$4.7M
|
–
|
–
|
–
|
|
|
94
|
Wellington Management Group
Boston,
Massachusetts
|
$4.66M
|
-$1.35M
|
-26,958
|
-22%
|
|
|
95
|
|
$4.53M
|
+$4.46M
|
+89,413
|
+1,678%
|
|
|
96
|
Moors & Cabot
Boston,
Massachusetts
|
$4.37M
|
+$266K
|
+5,335
|
+6%
|
|
|
97
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$4.3M
|
-$15.9K
|
-318
|
-0.4%
|
|
|
98
|
Cottage Street Advisors
Marion,
Massachusetts
|
$4.26M
|
+$111K
|
+2,225
|
+3%
|
|
|
99
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.13M
|
-$63.6K
|
-1,275
|
-1%
|
|
|
100
|
Tiedemann Advisors
New York
|
$4.09M
|
-$409K
|
-8,200
|
-9%
|
|
