|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10.6M
|
+$1.68M
|
+34,514
|
+19%
|
|
|
27
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$10.6M
|
-$158K
|
-3,250
|
-1%
|
|
|
28
|
Financial Consulate
Hunt Valley,
Maryland
|
$10.1M
|
–
|
–
|
–
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$8.93M
|
+$210K
|
+4,315
|
+2%
|
|
|
30
|
James Investment Research
Alpha,
Ohio
|
$8.84M
|
–
|
–
|
–
|
|
|
31
|
Credit Suisse
Zurich,
Switzerland
|
$8.51M
|
+$3.9M
|
+79,996
|
+84%
|
|
|
32
|
3D Asset Management
Hartford,
Connecticut
|
$8.42M
|
+$716K
|
+14,704
|
+9%
|
|
|
33
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$7.49M
|
+$441K
|
+9,045
|
+6%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$6.55M
|
+$579K
|
+11,887
|
+10%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$6.37M
|
+$309K
|
+6,332
|
+5%
|
|
|
36
|
SII Investments
Appleton,
Wisconsin
|
$6.03M
|
+$846K
|
+17,367
|
+16%
|
|
|
37
|
|
$5.85M
|
+$19.2K
|
+395
|
+0.3%
|
|
|
38
|
Allen Investment Management
New York
|
$5.46M
|
–
|
–
|
–
|
|
|
39
|
Barclays
London,
United Kingdom
|
$5.18M
|
-$369K
|
-7,578
|
-7%
|
|
|
40
|
LBA Wealth Management
Jacksonville,
Florida
|
$5.15M
|
+$694K
|
+14,250
|
+16%
|
|
|
41
|
Parkside Advisors
Berkeley,
California
|
$4.82M
|
-$42.1K
|
-865
|
-0.9%
|
|
|
42
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$4.48M
|
-$4.46M
|
-91,608
|
-50%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$4.42M
|
+$443K
|
+9,086
|
+11%
|
|
|
44
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$4.23M
|
-$962K
|
-19,740
|
-18%
|
|
|
45
|
Bank of New York Mellon
New York
|
$4.13M
|
+$3.11M
|
+63,754
|
+300%
|
|
|
46
|
Leisure Capital Management
Costa Mesa,
California
|
$4.07M
|
+$4.08M
|
+83,696
|
New
|
|
|
47
|
Aspiriant LLC
Los Angeles,
California
|
$3.99M
|
+$4M
|
+82,171
|
New
|
|
|
48
|
Freedom Investment Management
Hartford,
Connecticut
|
$3.99M
|
+$8.28K
|
+170
|
+0.2%
|
|
|
49
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$3.92M
|
+$169K
|
+3,469
|
+4%
|
|
|
50
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$3.8M
|
+$1.1M
|
+22,594
|
+41%
|
|
