|
26
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$307K
|
–
|
–
|
–
|
|
|
27
|
Tortoise Investment Management
White Plains,
New York
|
$298K
|
–
|
–
|
–
|
|
|
28
|
|
$291K
|
+$290K
|
+5,208
|
New
|
|
|
29
|
Mission Wealth Management
Santa Barbara,
California
|
$274K
|
-$26.2K
|
-470
|
-9%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$246K
|
–
|
–
|
–
|
|
|
31
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$244K
|
+$1.45K
|
+26
|
+0.6%
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$243K
|
+$5.67K
|
+102
|
+2%
|
|
|
33
|
HighTower Advisors
Chicago,
Illinois
|
$238K
|
+$236K
|
+4,248
|
New
|
|
|
34
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$221K
|
+$220K
|
+3,952
|
New
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$215K
|
–
|
–
|
–
|
|
|
36
|
Bailard
Foster City,
California
|
$206K
|
-$556
|
-10
|
-0.3%
|
|
|
37
|
Arden Trust
Wilmington,
Delaware
|
$205K
|
–
|
–
|
–
|
|
|
38
|
Chesley Taft & Associates
Chicago,
Illinois
|
$201K
|
+$200K
|
+3,600
|
New
|
|
|
39
|
Wealthcare Capital Management
Richmond,
Virginia
|
$178K
|
+$1K
|
+18
|
+0.6%
|
|
|
40
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
41
|
|
$99K
|
-$11.1K
|
-200
|
-10%
|
|
|
42
|
Rockefeller Financial Services
New York
|
$87K
|
–
|
–
|
–
|
|
|
43
|
Brown Brothers Harriman & Co
New York
|
$80K
|
–
|
–
|
–
|
|
|
44
|
Focused Wealth Management
Newburgh,
New York
|
$62K
|
–
|
–
|
–
|
|
|
45
|
Patten Group
Chattanooga,
Tennessee
|
$45K
|
–
|
–
|
–
|
|
|
46
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$39K
|
–
|
–
|
–
|
|
|
47
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$20K
|
+$19.5K
|
+350
|
New
|
|
|
48
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
49
|
Fusion Family Wealth
Woodbury,
New York
|
$5K
|
-$69.2K
|
-1,244
|
-93%
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.18M
|
-75,902
|
Closed
|
|
