|
26
|
First Foundation Advisors
Irvine,
California
|
$566K
|
+$552K
|
+37,819
|
New
|
|
|
27
|
Global Endowment Management
Charlotte,
North Carolina
|
$561K
|
-$183K
|
-12,500
|
-25%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$545K
|
-$3.04K
|
-208
|
-0.6%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$480K
|
–
|
–
|
–
|
|
|
30
|
|
$438K
|
+$427K
|
+29,246
|
New
|
|
|
31
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$401K
|
–
|
–
|
–
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$360K
|
+$81.9K
|
+5,609
|
+31%
|
|
|
33
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$359K
|
–
|
–
|
–
|
|
|
34
|
Oppenheimer & Co
New York
|
$355K
|
-$5.11K
|
-350
|
-1%
|
|
|
35
|
Sterneck Capital Management
Kansas City,
Missouri
|
$354K
|
-$14.6K
|
-1,000
|
-4%
|
|
|
36
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$314K
|
–
|
–
|
–
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$297K
|
-$5.8K
|
-397
|
-2%
|
|
|
38
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$282K
|
+$39.6K
|
+2,710
|
+17%
|
|
|
39
|
TFS Capital
West Chester,
Pennsylvania
|
$271K
|
+$264K
|
+18,088
|
New
|
|
|
40
|
Glazer Capital LLC
New York
|
$269K
|
+$263K
|
+18,000
|
New
|
|
|
41
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$265K
|
+$259K
|
+17,726
|
New
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$262K
|
+$5.84K
|
+400
|
+2%
|
|
|
43
|
Affiance Financial
St. Louis Park,
Minnesota
|
$253K
|
–
|
–
|
–
|
|
|
44
|
Point View Wealth Management
Summit,
New Jersey
|
$195K
|
-$24.3K
|
-1,667
|
-11%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$136K
|
+$409
|
+28
|
+0.3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$116K
|
+$12.5K
|
+859
|
+12%
|
|
|
47
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$108K
|
-$1.33K
|
-91
|
-1%
|
|
|
48
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$95K
|
–
|
–
|
–
|
|
|
49
|
Horizon Kinetics
New York
|
$92K
|
+$89.9K
|
+6,154
|
New
|
|
|
50
|
MSI Financial Services
Springfield,
Massachusetts
|
$78K
|
+$17.5K
|
+1,196
|
+30%
|
|
