|
26
|
|
$1.89M
|
+$1.97M
|
+31,317
|
New
|
|
|
27
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.24M
|
+$1.33M
|
+21,049
|
New
|
|
|
28
|
Tarbox Family Office
Newport Beach,
California
|
$1.2M
|
+$1.12M
|
+17,802
|
+863%
|
|
|
29
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.06M
|
+$1.11M
|
+17,625
|
New
|
|
|
30
|
Sigma Investment Management
Portland,
Oregon
|
$896K
|
+$256K
|
+4,059
|
+38%
|
|
|
31
|
Credit Suisse
Zurich,
Switzerland
|
$841K
|
+$876K
|
+13,920
|
New
|
|
|
32
|
American International Group
New York
|
$715K
|
+$534K
|
+8,486
|
+253%
|
|
|
33
|
KCM Investment Advisors
Greenbrae,
California
|
$713K
|
+$56.9K
|
+904
|
+8%
|
|
|
34
|
ACG Wealth
Atlanta,
Georgia
|
$590K
|
+$43.2K
|
+686
|
+8%
|
|
|
35
|
Argent Trust Co
Nashville,
Tennessee
|
$576K
|
+$2.2K
|
+35
|
+0.4%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$549K
|
+$572K
|
+9,086
|
New
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$516K
|
+$537K
|
+8,530
|
New
|
|
|
38
|
Sunbelt Securities
Houston,
Texas
|
$512K
|
+$533K
|
+8,467
|
New
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$388K
|
-$18.3K
|
-291
|
-4%
|
|
|
40
|
Holt Capital Partners
Fort Worth,
Texas
|
$298K
|
+$75.5K
|
+1,200
|
+32%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$276K
|
-$68.6K
|
-1,089
|
-20%
|
|
|
42
|
VSR Financial Services
Overland Park,
Kansas
|
$261K
|
+$272K
|
+4,324
|
New
|
|
|
43
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$178K
|
+$145K
|
+2,296
|
+355%
|
|
|
44
|
Next Financial Group
Houston,
Texas
|
$152K
|
–
|
–
|
–
|
|
|
45
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$116K
|
-$2.52K
|
-40
|
-2%
|
|
|
46
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$104K
|
–
|
–
|
–
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$89K
|
+$92.3K
|
+1,467
|
New
|
|
|
48
|
|
$21K
|
–
|
–
|
–
|
|
|
49
|
MSI Financial Services
Springfield,
Massachusetts
|
$18K
|
-$9.44K
|
-150
|
-34%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$18K
|
+$18.9K
|
+300
|
New
|
|
