|
26
|
John G. Ullman & Associates
Corning,
New York
|
$254K
|
+$290K
|
+4,000
|
New
|
|
|
27
|
Citadel Advisors
Miami,
Florida
|
$244K
|
+$277K
|
+3,819
|
New
|
|
|
28
|
Private Trust Company
Cleveland,
Ohio
|
$233K
|
–
|
–
|
–
|
|
|
29
|
Vivaldi Capital Management
Chicago,
Illinois
|
$228K
|
–
|
–
|
–
|
|
|
30
|
Independent Financial Group
San Diego,
California
|
$218K
|
+$14.5K
|
+200
|
+6%
|
|
|
31
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$204K
|
+$232K
|
+3,200
|
New
|
|
|
32
|
|
$165K
|
-$39.9K
|
-550
|
-18%
|
|
|
33
|
Gemmer Asset Management
Walnut Creek,
California
|
$117K
|
–
|
–
|
–
|
|
|
34
|
Tortoise Investment Management
White Plains,
New York
|
$51K
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$46K
|
+$10.9K
|
+150
|
+26%
|
|
|
36
|
American Portfolios Advisors
Holbrook,
New York
|
$36.4K
|
+$13.3K
|
+183
|
+47%
|
|
|
37
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
38
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$29K
|
–
|
–
|
–
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
40
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
41
|
Security National Trust
Wheeling,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
42
|
Gradient Investments
Arden Hills,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
43
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$16K
|
–
|
–
|
–
|
|
|
44
|
Geneos Wealth Management
Englewood,
Colorado
|
$15K
|
+$18.1K
|
+250
|
New
|
|
|
45
|
William Blair & Company
Chicago,
Illinois
|
$13K
|
–
|
–
|
–
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$12.7K
|
–
|
–
|
–
|
|
|
47
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
48
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
49
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
50
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
+$4.5K
|
+62
|
New
|
|
