|
26
|
Smith Asset Management
Chiefland,
Florida
|
$2.57M
|
+$242K
|
+17,745
|
+11%
|
|
|
27
|
Golden State Equity Partners
South Coast Metro,
California
|
$2.44M
|
-$7.67K
|
-563
|
-0.3%
|
|
|
28
|
Principal Securities
Des Moines,
Iowa
|
$2.44M
|
+$258K
|
+18,960
|
+12%
|
|
|
29
|
Sovran Advisors
San Diego,
California
|
$2.34M
|
+$5.91K
|
+434
|
+0.3%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$2.21M
|
-$76.5K
|
-5,615
|
-3%
|
|
|
31
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2.17M
|
+$286K
|
+21,004
|
+16%
|
|
|
32
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$1.79M
|
+$1.76M
|
+128,837
|
New
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$1.77M
|
+$434K
|
+31,872
|
+33%
|
|
|
34
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.76M
|
+$55.5K
|
+4,070
|
+3%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$1.74M
|
–
|
–
|
–
|
|
|
36
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.68M
|
-$421K
|
-30,875
|
-20%
|
|
|
37
|
Triumph Capital Management
Denver,
Colorado
|
$1.6M
|
+$813K
|
+59,630
|
+107%
|
|
|
38
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$1.56M
|
+$168K
|
+12,306
|
+12%
|
|
|
39
|
Covenant Asset Management
Chester,
New Jersey
|
$1.55M
|
+$17.5K
|
+1,285
|
+1%
|
|
|
40
|
Independent Financial Group
San Diego,
California
|
$1.46M
|
-$171K
|
-12,539
|
-11%
|
|
|
41
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.46M
|
+$30K
|
+2,200
|
+2%
|
|
|
42
|
Integrity Alliance
Urbandale,
Iowa
|
$1.43M
|
+$47.6K
|
+3,493
|
+4%
|
|
|
43
|
Oppenheimer & Co
New York
|
$1.42M
|
+$260K
|
+19,048
|
+23%
|
|
|
44
|
Parallel Advisors
San Francisco,
California
|
$1.41M
|
+$5.25K
|
+385
|
+0.4%
|
|
|
45
|
Balyasny Asset Management
Chicago,
Illinois
|
$1.3M
|
+$1.28M
|
+93,692
|
New
|
|
|
46
|
NBT Bank
Norwich,
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
47
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.21M
|
+$43.4K
|
+3,187
|
+4%
|
|
|
48
|
Financial Engines Advisors
Santa Clara,
California
|
$1.19M
|
+$55.8K
|
+4,096
|
+5%
|
|
|
49
|
C2C Wealth Management
Scottsdale,
Arizona
|
$1.14M
|
+$135K
|
+9,900
|
+14%
|
|
|
50
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.13M
|
-$96.2K
|
-7,063
|
-8%
|
|
