|
26
|
Integrated Wealth Counsel
Carmel,
California
|
$9.5M
|
-$1.16M
|
-26,405
|
-10%
|
|
|
27
|
Emerson Investment Management
Boston,
Massachusetts
|
$9.21M
|
+$154K
|
+3,510
|
+2%
|
|
|
28
|
TD Ameritrade Trust
Denver,
Colorado
|
$9.2M
|
-$1.55M
|
-35,273
|
-14%
|
|
|
29
|
Mission Wealth Management
Santa Barbara,
California
|
$8.47M
|
+$8.58M
|
+195,437
|
New
|
|
|
30
|
Perella Weinberg Partners Capital Management
New York
|
$7.53M
|
–
|
–
|
–
|
|
|
31
|
Congress Asset Management
Boston,
Massachusetts
|
$6.45M
|
+$1.73M
|
+39,449
|
+34%
|
|
|
32
|
Guggenheim Capital
Chicago,
Illinois
|
$6.27M
|
-$123K
|
-2,802
|
-2%
|
|
|
33
|
Barclays
London,
United Kingdom
|
$5.87M
|
+$238K
|
+5,421
|
+4%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$5.83M
|
+$840K
|
+19,138
|
+16%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$5.64M
|
+$373K
|
+8,499
|
+7%
|
|
|
36
|
Murphy Capital Management
Bedminster,
New Jersey
|
$5.5M
|
-$268K
|
-6,095
|
-4%
|
|
|
37
|
|
$5.13M
|
+$5.38M
|
+122,636
|
New
|
|
|
38
|
Sandy Spring Bank
Olney,
Maryland
|
$4.83M
|
+$161K
|
+3,670
|
+3%
|
|
|
39
|
Whitnell & Co
Oak Brook,
Illinois
|
$4.42M
|
-$181K
|
-4,133
|
-4%
|
|
|
40
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.34M
|
+$54.9K
|
+1,251
|
+1%
|
|
|
41
|
Valentine Ventures
Bend,
Oregon
|
$4.14M
|
-$16.1K
|
-367
|
-0.4%
|
|
|
42
|
BOK Financial
Tulsa,
Oklahoma
|
$4.06M
|
-$1.83M
|
-41,750
|
-30%
|
|
|
43
|
MAI Capital Management
Independence,
Ohio
|
$4.04M
|
-$54.4K
|
-1,238
|
-1%
|
|
|
44
|
FutureAdvisor
San Francisco,
California
|
$3.77M
|
-$723K
|
-16,460
|
-15%
|
|
|
45
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.75M
|
-$36.4K
|
-828
|
-0.9%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.6M
|
+$1.94M
|
+44,189
|
+106%
|
|
|
47
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$3.49M
|
+$3.66M
|
+83,301
|
New
|
|
|
48
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.46M
|
+$8.78K
|
+200
|
+0.2%
|
|
|
49
|
Pinnacle Associates
New York
|
$3.31M
|
-$170K
|
-3,874
|
-5%
|
|
|
50
|
Evercore Wealth Management
New York
|
$3.24M
|
+$1.06M
|
+24,209
|
+46%
|
|
