|
26
|
Global Endowment Management
Charlotte,
North Carolina
|
$606K
|
-$1.11M
|
-86,200
|
-65%
|
|
|
27
|
Tradewinds Capital Management
Bellingham,
Washington
|
$593K
|
–
|
–
|
–
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$591K
|
+$11.3K
|
+876
|
+2%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$566K
|
-$2.75K
|
-213
|
-0.5%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$550K
|
–
|
–
|
–
|
|
|
31
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$514K
|
+$14.5K
|
+1,123
|
+3%
|
|
|
32
|
Karpus Investment Management
Pittsford,
New York
|
$509K
|
–
|
–
|
–
|
|
|
33
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$486K
|
+$155K
|
+12,000
|
+47%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$444K
|
+$439K
|
+34,041
|
New
|
|
|
35
|
Alethea Capital Management
Mercer Island,
Washington
|
$422K
|
-$23.2K
|
-1,802
|
-5%
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$414K
|
-$528K
|
-40,953
|
-56%
|
|
|
37
|
Guggenheim Capital
Chicago,
Illinois
|
$396K
|
+$2.76K
|
+214
|
+0.7%
|
|
|
38
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$379K
|
+$40.6K
|
+3,145
|
+12%
|
|
|
39
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$378K
|
+$15.3K
|
+1,183
|
+4%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$377K
|
+$9.48K
|
+735
|
+3%
|
|
|
41
|
VSR Financial Services
Overland Park,
Kansas
|
$365K
|
+$1.25K
|
+97
|
+0.3%
|
|
|
42
|
Lazard Asset Management
New York
|
$354K
|
–
|
–
|
–
|
|
|
43
|
Garrison Bradford & Associates
New York
|
$326K
|
–
|
–
|
–
|
|
|
44
|
Allen Investment Management
New York
|
$325K
|
–
|
–
|
–
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$295K
|
+$581
|
+45
|
+0.2%
|
|
|
46
|
Freestone Capital Holdings
Seattle,
Washington
|
$261K
|
+$258K
|
+20,000
|
New
|
|
|
47
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$252K
|
–
|
–
|
–
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$244K
|
+$242K
|
+18,753
|
New
|
|
|
49
|
Concert Wealth Management
San Jose,
California
|
$233K
|
–
|
–
|
–
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$226K
|
+$16.6K
|
+1,289
|
+8%
|
|
