|
26
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.01M
|
–
|
–
|
–
|
|
|
27
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.84M
|
-$899K
|
-26,629
|
-33%
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$1.81M
|
-$217K
|
-6,420
|
-11%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.76M
|
-$15.8K
|
-468
|
-0.9%
|
|
|
30
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.57M
|
+$172K
|
+5,104
|
+12%
|
|
|
31
|
Valmark Advisers
Akron,
Ohio
|
$1.52M
|
+$17.3K
|
+512
|
+1%
|
|
|
32
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.47M
|
+$564K
|
+16,718
|
+63%
|
|
|
33
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.44M
|
-$71.8K
|
-2,129
|
-5%
|
|
|
34
|
Mission Wealth Management
Santa Barbara,
California
|
$1.33M
|
+$35.5K
|
+1,051
|
+3%
|
|
|
35
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$1.1M
|
-$26.9K
|
-797
|
-2%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$1.09M
|
+$313K
|
+9,285
|
+41%
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.07M
|
-$140K
|
-4,163
|
-12%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.05M
|
-$8.97K
|
-266
|
-0.9%
|
|
|
39
|
Empirical Wealth Management
Seattle,
Washington
|
$894K
|
-$62.1K
|
-1,840
|
-7%
|
|
|
40
|
Surevest
Los Angeles,
California
|
$894K
|
+$810K
|
+24,014
|
+1,097%
|
|
|
41
|
Investors Research Corp
Atlanta,
Georgia
|
$892K
|
-$10.8K
|
-320
|
-1%
|
|
|
42
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$861K
|
–
|
–
|
–
|
|
|
43
|
Dowling & Yahnke
San Diego,
California
|
$847K
|
-$67.5K
|
-2,000
|
-7%
|
|
|
44
|
IFP Advisors
Tampa,
Florida
|
$800K
|
+$664K
|
+19,669
|
+6,033%
|
|
|
45
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$798K
|
-$193K
|
-5,724
|
-20%
|
|
|
46
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$788K
|
-$506
|
-15
|
-0.1%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$761K
|
-$16.3M
|
-482,675
|
-96%
|
|
|
48
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$735K
|
+$203K
|
+6,004
|
+39%
|
|
|
49
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$733K
|
+$37.1K
|
+1,100
|
+5%
|
|
|
50
|
One Capital Management
Westlake Village,
California
|
$717K
|
-$191K
|
-5,655
|
-21%
|
|
