|
26
|
Weiss Asset Management
Boston,
Massachusetts
|
$13.4M
|
+$12.7M
|
+949,439
|
New
|
|
|
27
|
Auxano Advisors
Bellevue,
Washington
|
$13M
|
-$130K
|
-9,714
|
-1%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$13M
|
+$660K
|
+49,456
|
+6%
|
|
|
29
|
OTA Financial Group
Purchase,
New York
|
$12.6M
|
-$5.95M
|
-445,679
|
-33%
|
|
|
30
|
|
$12.4M
|
–
|
–
|
–
|
|
|
31
|
Meixler Investment Management
Show Low,
Arizona
|
$12.3M
|
-$274K
|
-20,556
|
-2%
|
|
|
32
|
Bridge Advisory
Pasadena,
California
|
$11.7M
|
+$112K
|
+8,370
|
+1%
|
|
|
33
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$11.6M
|
-$15.4K
|
-1,150
|
-0.1%
|
|
|
34
|
Concorde Financial
Dallas,
Texas
|
$11.6M
|
–
|
–
|
–
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.5M
|
-$5.47M
|
-409,554
|
-33%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$11.3M
|
+$1.64M
|
+123,126
|
+18%
|
|
|
37
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$11.1M
|
+$412K
|
+30,901
|
+4%
|
|
|
38
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$11M
|
-$2.65M
|
-198,683
|
-20%
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$11M
|
+$2.91K
|
+218
|
+0%
|
|
|
40
|
Red Door Wealth Management
Memphis,
Tennessee
|
$10.5M
|
+$2.04M
|
+152,947
|
+26%
|
|
|
41
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$10.3M
|
+$102K
|
+7,622
|
+1%
|
|
|
42
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.26M
|
+$1.33K
|
+100
|
+0.4%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.09M
|
-$347K
|
-26,024
|
-4%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.05M
|
-$1.44M
|
-107,783
|
-16%
|
|
|
45
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$7.74M
|
-$20.4K
|
-1,528
|
-0.4%
|
|
|
46
|
Quilter Plc
London,
United Kingdom
|
$7.51M
|
+$306K
|
+22,892
|
+4%
|
|
|
47
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$6.81M
|
+$6.44M
|
+482,725
|
New
|
|
|
48
|
Global Endowment Management
Charlotte,
North Carolina
|
$6.71M
|
–
|
–
|
–
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$6.65M
|
-$2.35M
|
-175,829
|
-27%
|
|
|
50
|
Guild Investment Management
Los Angeles,
California
|
$6.49M
|
-$30.7K
|
-2,300
|
-0.5%
|
|
