|
26
|
BB&T Securities
Richmond,
Virginia
|
$684K
|
+$16.5K
|
+1,245
|
+3%
|
|
|
27
|
Global Endowment Management
Charlotte,
North Carolina
|
$644K
|
–
|
–
|
–
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$633K
|
+$605K
|
+45,686
|
New
|
|
|
29
|
Tradewinds Capital Management
Bellingham,
Washington
|
$631K
|
–
|
–
|
–
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$624K
|
-$3.55K
|
-268
|
-0.6%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$590K
|
-$10.8K
|
-814
|
-2%
|
|
|
32
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$584K
|
–
|
–
|
–
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$551K
|
+$5.1K
|
+385
|
+1%
|
|
|
34
|
Karpus Investment Management
Pittsford,
New York
|
$542K
|
–
|
–
|
–
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$538K
|
+$356K
|
+26,851
|
+224%
|
|
|
36
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$537K
|
+$19.9K
|
+1,500
|
+4%
|
|
|
37
|
Wolverine Asset Management
Chicago,
Illinois
|
$530K
|
-$264K
|
-19,931
|
-34%
|
|
|
38
|
Alethea Capital Management
Mercer Island,
Washington
|
$442K
|
-$6.64K
|
-501
|
-2%
|
|
|
39
|
NWAM LLC
Mercer Island,
Washington
|
$433K
|
+$414K
|
+31,250
|
New
|
|
|
40
|
Hilton Capital Management
Garden City,
New York
|
$416K
|
–
|
–
|
–
|
|
|
41
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$404K
|
+$1.52K
|
+115
|
+0.4%
|
|
|
42
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$402K
|
–
|
–
|
–
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$391K
|
-$9.66K
|
-729
|
-3%
|
|
|
44
|
VSR Financial Services
Overland Park,
Kansas
|
$390K
|
+$1.66K
|
+125
|
+0.4%
|
|
|
45
|
Lazard Asset Management
New York
|
$376K
|
–
|
–
|
–
|
|
|
46
|
Garrison Bradford & Associates
New York
|
$346K
|
–
|
–
|
–
|
|
|
47
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$319K
|
+$305K
|
+23,001
|
New
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$315K
|
+$71.6K
|
+5,400
|
+31%
|
|
|
49
|
SG Americas Securities
New York
|
$310K
|
+$296K
|
+22,357
|
New
|
|
|
50
|
Freestone Capital Holdings
Seattle,
Washington
|
$277K
|
–
|
–
|
–
|
|
