|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$9.07M
|
+$741K
|
+24,183
|
+9%
|
|
|
27
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$8.91M
|
+$129K
|
+4,218
|
+1%
|
|
|
28
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$8.75M
|
+$294K
|
+9,573
|
+3%
|
|
|
29
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$8.57M
|
+$605K
|
+19,740
|
+8%
|
|
|
30
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.33M
|
+$3.43M
|
+111,967
|
+71%
|
|
|
31
|
|
$8.29M
|
+$4.97M
|
+161,977
|
+151%
|
|
|
32
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$8.09M
|
-$628K
|
-20,493
|
-7%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$6.91M
|
+$718K
|
+23,413
|
+12%
|
|
|
34
|
Cottage Street Advisors
Marion,
Massachusetts
|
$6.54M
|
+$5.5M
|
+179,400
|
+544%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.28M
|
+$131K
|
+4,281
|
+2%
|
|
|
36
|
Holt Capital Partners
Fort Worth,
Texas
|
$6.24M
|
+$1.38M
|
+44,950
|
+28%
|
|
|
37
|
TD Ameritrade Trust
Denver,
Colorado
|
$5.9M
|
+$184K
|
+5,999
|
+3%
|
|
|
38
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$5.41M
|
+$2.42M
|
+78,763
|
+81%
|
|
|
39
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$5.21M
|
+$5.19M
|
+169,123
|
New
|
|
|
40
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$5.11M
|
+$1.23M
|
+40,184
|
+32%
|
|
|
41
|
HL Financial Services
Louisville,
Kentucky
|
$5.07M
|
+$1.35M
|
+43,954
|
+36%
|
|
|
42
|
|
$4.92M
|
-$341K
|
-11,127
|
-7%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.72M
|
+$185K
|
+6,022
|
+4%
|
|
|
44
|
Boston Financial Management
Boston,
Massachusetts
|
$4.67M
|
+$4.65M
|
+151,639
|
New
|
|
|
45
|
Whittier Trust
South Pasadena,
California
|
$4.5M
|
-$99.5K
|
-3,246
|
-2%
|
|
|
46
|
Atwood & Palmer
Kansas City,
Missouri
|
$4.03M
|
-$165K
|
-5,375
|
-4%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$3.85M
|
+$139K
|
+4,529
|
+4%
|
|
|
48
|
Bailard
Foster City,
California
|
$3.58M
|
-$353K
|
-11,513
|
-9%
|
|
|
49
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$3.3M
|
-$61.3K
|
-2,000
|
-2%
|
|
|
50
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$3.25M
|
+$212K
|
+6,915
|
+6%
|
|
