|
26
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$429K
|
+$440K
|
+27,776
|
New
|
|
|
27
|
Phocas Financial Corp
Alameda,
California
|
$345K
|
+$77.6K
|
+4,904
|
+28%
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$264K
|
-$6.65K
|
-420
|
-2%
|
|
|
29
|
Concert Wealth Management
San Jose,
California
|
$248K
|
-$95
|
-6
|
-0%
|
|
|
30
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$232K
|
-$121K
|
-7,670
|
-34%
|
|
|
31
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$232K
|
+$8.77K
|
+554
|
+4%
|
|
|
32
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$218K
|
-$3.1K
|
-196
|
-1%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$177K
|
+$55.1K
|
+3,478
|
+43%
|
|
|
34
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$172K
|
+$11.9K
|
+754
|
+7%
|
|
|
35
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$113K
|
+$50.4K
|
+3,182
|
+77%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$102K
|
–
|
–
|
–
|
|
|
37
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$73K
|
-$2.06K
|
-130
|
-3%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$33K
|
-$25.8K
|
-1,630
|
-43%
|
|
|
39
|
Manchester Capital Management
Manchester,
Vermont
|
$31K
|
–
|
–
|
–
|
|
|
40
|
Bartlett & Co
Cincinnati,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
41
|
Edge Wealth Management
New York
|
$19K
|
+$9.5K
|
+600
|
+100%
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$16K
|
+$190
|
+12
|
+1%
|
|
|
43
|
|
$12K
|
+$9.5K
|
+600
|
+349%
|
|
|
44
|
American International Group
New York
|
$10.2K
|
–
|
–
|
–
|
|
|
45
|
MSI Financial Services
Springfield,
Massachusetts
|
$9K
|
+$9.53K
|
+602
|
New
|
|
|
46
|
Howe & Rusling
Rochester,
New York
|
$6K
|
–
|
–
|
–
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$3K
|
+$2.72K
|
+172
|
+374%
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$3.81M
|
-237,552
|
Closed
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$2.58M
|
-160,638
|
Closed
|
|
