|
26
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3.3M
|
+$280K
|
+11,012
|
+9%
|
|
|
27
|
Peak Asset Management
Louisville,
Colorado
|
$2.8M
|
-$129K
|
-5,096
|
-4%
|
|
|
28
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.78M
|
+$150K
|
+5,900
|
+6%
|
|
|
29
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2.57M
|
+$355K
|
+13,986
|
+16%
|
|
|
30
|
SG Americas Securities
New York
|
$2.54M
|
–
|
–
|
–
|
|
|
31
|
Avior Wealth Management
Omaha,
Nebraska
|
$2.46M
|
+$232K
|
+9,140
|
+10%
|
|
|
32
|
Krilogy Financial
St. Louis,
Missouri
|
$2.44M
|
+$1.04M
|
+40,838
|
+74%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$2.33M
|
+$45.1K
|
+1,776
|
+2%
|
|
|
34
|
Asset Dedication LLC
San Francisco,
California
|
$2.32M
|
-$278K
|
-10,944
|
-11%
|
|
|
35
|
Diligent Investors
Redlands,
California
|
$2.15M
|
+$2.15M
|
+84,460
|
New
|
|
|
36
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.1M
|
+$22.3K
|
+876
|
+1%
|
|
|
37
|
Ironwood Financial
Tucson,
Arizona
|
$2.1M
|
+$131K
|
+5,156
|
+7%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$2.07M
|
-$666K
|
-26,220
|
-24%
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.01M
|
-$8.79K
|
-346
|
-0.4%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$1.97M
|
+$192K
|
+7,564
|
+11%
|
|
|
41
|
Confluence Wealth Management
Portland,
Oregon
|
$1.81M
|
+$71.2K
|
+2,802
|
+4%
|
|
|
42
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.81M
|
+$1.81M
|
+71,216
|
New
|
|
|
43
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$1.8M
|
+$257K
|
+10,132
|
+17%
|
|
|
44
|
Summit Asset Management
Memphis,
Tennessee
|
$1.75M
|
+$538K
|
+21,174
|
+44%
|
|
|
45
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.75M
|
+$252K
|
+9,920
|
+17%
|
|
|
46
|
Corbenic Partners
Bethlehem,
Pennsylvania
|
$1.72M
|
+$768K
|
+30,230
|
+80%
|
|
|
47
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$1.67M
|
+$59K
|
+2,324
|
+4%
|
|
|
48
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.66M
|
+$946K
|
+37,220
|
+133%
|
|
|
49
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.64M
|
+$885K
|
+34,818
|
+117%
|
|
|
50
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.64M
|
-$95K
|
-3,738
|
-5%
|
|
