|
26
|
Confluence Investment Management
St. Louis,
Missouri
|
$8.14M
|
-$3.8M
|
-46,603
|
-32%
|
|
|
27
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$7.9M
|
+$671K
|
+8,230
|
+9%
|
|
|
28
|
Credit Suisse
Zurich,
Switzerland
|
$7.71M
|
-$7.07M
|
-86,706
|
-48%
|
|
|
29
|
TD Ameritrade Trust
Denver,
Colorado
|
$6.73M
|
-$277K
|
-3,392
|
-4%
|
|
|
30
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6.64M
|
-$2.37M
|
-29,028
|
-27%
|
|
|
31
|
Manchester Capital Management
Manchester,
Vermont
|
$5.95M
|
+$43.6K
|
+535
|
+0.8%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$5.85M
|
+$3.81M
|
+46,663
|
+196%
|
|
|
33
|
Congress Asset Management
Boston,
Massachusetts
|
$5.83M
|
+$5.73M
|
+70,190
|
New
|
|
|
34
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$5.18M
|
-$94.6K
|
-1,160
|
-2%
|
|
|
35
|
|
$5.13M
|
+$40.9K
|
+501
|
+0.8%
|
|
|
36
|
ETrade Capital Management
Arlington,
Virginia
|
$4.63M
|
-$125K
|
-1,537
|
-3%
|
|
|
37
|
BlackRock Institutional Trust
San Francisco,
California
|
$4.53M
|
-$16.1M
|
-197,938
|
-78%
|
|
|
38
|
Veritable
Wilmington,
Delaware
|
$4.2M
|
+$2.28K
|
+28
|
+0.1%
|
|
|
39
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$4.11M
|
+$4.04M
|
+49,504
|
New
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.95M
|
-$4.65M
|
-56,950
|
-54%
|
|
|
41
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.92M
|
-$9.14K
|
-112
|
-0.2%
|
|
|
42
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3.89M
|
-$2.45K
|
-30
|
-0.1%
|
|
|
43
|
AllianceBernstein
Nashville,
Tennessee
|
$3.39M
|
+$150K
|
+1,833
|
+5%
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.37M
|
+$146K
|
+1,787
|
+5%
|
|
|
45
|
Atlas Brown
Louisville,
Kentucky
|
$3.28M
|
+$96K
|
+1,177
|
+3%
|
|
|
46
|
|
$3.19M
|
+$55.4K
|
+679
|
+2%
|
|
|
47
|
Cetera Advisor Networks
El Segundo,
California
|
$3.1M
|
-$89.7K
|
-1,100
|
-3%
|
|
|
48
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.01M
|
+$640K
|
+7,851
|
+28%
|
|
|
49
|
Braver Wealth Management
Needham,
Massachusetts
|
$2.87M
|
+$20.9K
|
+256
|
+0.7%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.85M
|
+$3.75K
|
+46
|
+0.1%
|
|
