|
26
|
|
$570K
|
+$164K
|
+2,928
|
+40%
|
|
|
27
|
Caprin Asset Management
Henrico,
Virginia
|
$564K
|
-$19.4K
|
-348
|
-3%
|
|
|
28
|
Biltmore Family Office
Charlotte,
North Carolina
|
$499K
|
+$500K
|
+8,950
|
New
|
|
|
29
|
North Star Investment Management
Chicago,
Illinois
|
$491K
|
–
|
–
|
–
|
|
|
30
|
Belpointe Asset Management
Reno,
Nevada
|
$458K
|
+$14.9K
|
+266
|
+3%
|
|
|
31
|
Baker Avenue Asset Management
San Francisco,
California
|
$398K
|
+$398K
|
+7,130
|
New
|
|
|
32
|
|
$394K
|
-$73.7K
|
-1,320
|
-16%
|
|
|
33
|
Tortoise Investment Management
White Plains,
New York
|
$382K
|
+$83.8K
|
+1,500
|
+28%
|
|
|
34
|
American Portfolios Advisors
Holbrook,
New York
|
$353K
|
+$353K
|
+6,328
|
New
|
|
|
35
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$337K
|
+$30.7K
|
+550
|
+10%
|
|
|
36
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$325K
|
–
|
–
|
–
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$287K
|
+$51.9K
|
+930
|
+22%
|
|
|
38
|
Arden Trust
Wilmington,
Delaware
|
$279K
|
–
|
–
|
–
|
|
|
39
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$247K
|
+$1.34K
|
+24
|
+0.5%
|
|
|
40
|
Mission Wealth Management
Santa Barbara,
California
|
$247K
|
+$17.3K
|
+310
|
+8%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$246K
|
–
|
–
|
–
|
|
|
42
|
Chesley Taft & Associates
Chicago,
Illinois
|
$229K
|
+$27.9K
|
+500
|
+14%
|
|
|
43
|
Bailard
Foster City,
California
|
$227K
|
+$22.1K
|
+395
|
+11%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$215K
|
–
|
–
|
–
|
|
|
45
|
Wealthcare Capital Management
Richmond,
Virginia
|
$179K
|
-$670
|
-12
|
-0.4%
|
|
|
46
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$170K
|
–
|
–
|
–
|
|
|
47
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$128K
|
–
|
–
|
–
|
|
|
48
|
First Allied Advisory Services
San Diego,
California
|
$98K
|
+$98.4K
|
+1,762
|
New
|
|
|
49
|
Rockefeller Financial Services
New York
|
$93K
|
–
|
–
|
–
|
|
|
50
|
Brown Brothers Harriman & Co
New York
|
$80K
|
–
|
–
|
–
|
|
