|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$9.03M
|
-$280K
|
-7,262
|
-3%
|
|
|
27
|
Merriman Wealth Management
Seattle,
Washington
|
$6.85M
|
+$6.37M
|
+165,274
|
New
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.58M
|
-$480K
|
-12,452
|
-7%
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$6.34M
|
-$91.6K
|
-2,378
|
-2%
|
|
|
30
|
Integrated Wealth Counsel
Carmel,
California
|
$6.12M
|
-$1.73M
|
-44,930
|
-23%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$5.92M
|
+$585K
|
+15,183
|
+12%
|
|
|
32
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.78M
|
-$2.3M
|
-59,627
|
-30%
|
|
|
33
|
|
$5.22M
|
+$1.25M
|
+32,464
|
+35%
|
|
|
34
|
3D Asset Management
Hartford,
Connecticut
|
$4.97M
|
+$4.62M
|
+119,820
|
New
|
|
|
35
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$4.72M
|
+$328K
|
+8,504
|
+8%
|
|
|
36
|
BOK Financial
Tulsa,
Oklahoma
|
$4.5M
|
+$681K
|
+17,665
|
+19%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$4.24M
|
-$245K
|
-6,371
|
-6%
|
|
|
38
|
Manchester Capital Management
Manchester,
Vermont
|
$4.12M
|
-$1.46M
|
-37,804
|
-28%
|
|
|
39
|
Valentine Ventures
Bend,
Oregon
|
$3.68M
|
+$681K
|
+17,673
|
+25%
|
|
|
40
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.64M
|
-$368K
|
-9,538
|
-10%
|
|
|
41
|
Guggenheim Capital
Chicago,
Illinois
|
$3.63M
|
-$1.16M
|
-30,001
|
-26%
|
|
|
42
|
IMA Advisory Services
Denver,
Colorado
|
$3.62M
|
-$158K
|
-4,110
|
-4%
|
|
|
43
|
Fairview Capital Investment Management
Greenbrae,
California
|
$3.45M
|
+$121K
|
+3,150
|
+4%
|
|
|
44
|
Whitnell & Co
Oak Brook,
Illinois
|
$3.43M
|
-$295K
|
-7,648
|
-8%
|
|
|
45
|
Sandy Spring Bank
Olney,
Maryland
|
$3.19M
|
-$685K
|
-17,769
|
-19%
|
|
|
46
|
Suntrust Banks
Atlanta,
Georgia
|
$3.09M
|
+$203K
|
+5,275
|
+8%
|
|
|
47
|
HL Financial Services
Louisville,
Kentucky
|
$3.05M
|
+$37.9K
|
+984
|
+1%
|
|
|
48
|
Pinnacle Associates
New York
|
$2.7M
|
-$130K
|
-3,362
|
-5%
|
|
|
49
|
Alpha Windward
Westwood,
Massachusetts
|
$2.67M
|
+$17K
|
+440
|
+0.7%
|
|
|
50
|
Sentinel Trust
Houston,
Texas
|
$2.44M
|
+$500K
|
+12,987
|
+28%
|
|
