|
26
|
Concert Wealth Management
San Jose,
California
|
$1.14M
|
+$1.39M
|
+24,907
|
New
|
|
|
27
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.12M
|
–
|
–
|
–
|
|
|
28
|
US Bancorp
Minneapolis,
Minnesota
|
$1.08M
|
-$34.1K
|
-610
|
-3%
|
|
|
29
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.01M
|
-$140K
|
-2,500
|
-10%
|
|
|
30
|
Wharton Business Group
Malvern,
Pennsylvania
|
$860K
|
–
|
–
|
–
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$847K
|
+$169K
|
+3,019
|
+19%
|
|
|
32
|
Osborne Partners Capital Management
San Francisco,
California
|
$822K
|
–
|
–
|
–
|
|
|
33
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$771K
|
+$943K
|
+16,870
|
New
|
|
|
34
|
Optimum Investment Advisors
Chicago,
Illinois
|
$733K
|
+$896K
|
+16,030
|
New
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$566K
|
+$368K
|
+6,593
|
+114%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$511K
|
+$625K
|
+11,181
|
New
|
|
|
37
|
American International Group
New York
|
$506K
|
+$86.3K
|
+1,544
|
+16%
|
|
|
38
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$461K
|
-$95K
|
-1,700
|
-14%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$455K
|
-$178K
|
-3,179
|
-24%
|
|
|
40
|
|
$448K
|
-$27.9K
|
-499
|
-5%
|
|
|
41
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$422K
|
–
|
–
|
–
|
|
|
42
|
Webster Bank
Waterbury,
Connecticut
|
$373K
|
-$256K
|
-4,575
|
-36%
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$358K
|
-$196K
|
-3,503
|
-31%
|
|
|
44
|
Neuberger Berman Group
New York
|
$346K
|
–
|
–
|
–
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$346K
|
+$69.2K
|
+1,238
|
+19%
|
|
|
46
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$344K
|
+$56
|
+1
|
+0%
|
|
|
47
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$325K
|
+$83.8K
|
+1,500
|
+27%
|
|
|
48
|
Joel Isaacson & Co
New York
|
$315K
|
–
|
–
|
–
|
|
|
49
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
50
|
Signet Financial Management
Parsippany,
New Jersey
|
$267K
|
+$65.3K
|
+1,169
|
+25%
|
|
