|
26
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.53M
|
+$259K
|
+6,685
|
+5%
|
|
|
27
|
Congress Asset Management
Boston,
Massachusetts
|
$5.11M
|
+$137K
|
+3,533
|
+3%
|
|
|
28
|
Alesco Advisors
Pittsford,
New York
|
$5M
|
-$16.8M
|
-432,851
|
-77%
|
|
|
29
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$4.4M
|
+$4.46M
|
+114,959
|
New
|
|
|
30
|
Ballentine Partners
Waltham,
Massachusetts
|
$4.31M
|
-$135K
|
-3,475
|
-3%
|
|
|
31
|
Citadel Advisors
Miami,
Florida
|
$3.99M
|
+$4.03M
|
+104,024
|
New
|
|
|
32
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.84M
|
-$131K
|
-3,368
|
-3%
|
|
|
33
|
BOK Financial
Tulsa,
Oklahoma
|
$3.7M
|
-$653K
|
-16,857
|
-15%
|
|
|
34
|
Bailard
Foster City,
California
|
$3.7M
|
-$42.2K
|
-1,089
|
-1%
|
|
|
35
|
|
$3.65M
|
-$337K
|
-8,692
|
-8%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.6M
|
+$11.7K
|
+302
|
+0.3%
|
|
|
37
|
Old Mission Capital
Chicago,
Illinois
|
$3.34M
|
+$342K
|
+8,818
|
+11%
|
|
|
38
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3.06M
|
+$139K
|
+3,594
|
+5%
|
|
|
39
|
One Capital Management
Westlake Village,
California
|
$2.91M
|
+$2.94M
|
+75,847
|
New
|
|
|
40
|
Bank of the West
Monterey Park,
California
|
$2.87M
|
–
|
–
|
–
|
|
|
41
|
CAMG Solamere Management
Charlotte,
North Carolina
|
$2.81M
|
+$200K
|
+5,148
|
+8%
|
|
|
42
|
Credit Suisse
Zurich,
Switzerland
|
$2.8M
|
-$18.3M
|
-472,123
|
-87%
|
|
|
43
|
HL Financial Services
Louisville,
Kentucky
|
$2.79M
|
-$152K
|
-3,919
|
-5%
|
|
|
44
|
Alpha Windward
Westwood,
Massachusetts
|
$2.65M
|
+$26.8K
|
+692
|
+1%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.65M
|
+$259K
|
+6,691
|
+11%
|
|
|
46
|
SignatureFD
Atlanta,
Georgia
|
$2.62M
|
-$360K
|
-9,283
|
-12%
|
|
|
47
|
Guggenheim Capital
Chicago,
Illinois
|
$2.52M
|
+$2.83K
|
+73
|
+0.1%
|
|
|
48
|
National Planning Corporation
El Segundo,
California
|
$2.46M
|
+$85.9K
|
+2,216
|
+4%
|
|
|
49
|
Managed Account Services
Coconut Grove,
Florida
|
$2.42M
|
-$301K
|
-7,774
|
-11%
|
|
|
50
|
Suntrust Banks
Atlanta,
Georgia
|
$2.39M
|
-$116K
|
-2,984
|
-5%
|
|
