|
26
|
ProVise Management Group
Clearwater,
Florida
|
$231K
|
+$75.6K
|
+14,000
|
+49%
|
|
|
27
|
Parametric Portfolio Associates
Seattle,
Washington
|
$216K
|
+$214K
|
+39,592
|
New
|
|
|
28
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$186K
|
–
|
–
|
–
|
|
|
29
|
NWAM LLC
Mercer Island,
Washington
|
$179K
|
+$177K
|
+32,722
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$163K
|
+$108K
|
+20,000
|
+204%
|
|
|
31
|
North Star Investment Management
Chicago,
Illinois
|
$160K
|
–
|
–
|
–
|
|
|
32
|
Wedbush Securities
Los Angeles,
California
|
$139K
|
–
|
–
|
–
|
|
|
33
|
Independence Trust
Franklin,
Tennessee
|
$123K
|
+$122K
|
+22,600
|
New
|
|
|
34
|
Focused Wealth Management
Newburgh,
New York
|
$109K
|
-$216K
|
-39,931
|
-67%
|
|
|
35
|
WhitTier Trust Company
Reno,
Nevada
|
$107K
|
–
|
–
|
–
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$100K
|
-$25.6K
|
-4,737
|
-21%
|
|
|
37
|
US Bancorp
Minneapolis,
Minnesota
|
$97K
|
+$20.2K
|
+3,735
|
+27%
|
|
|
38
|
National Planning Corporation
El Segundo,
California
|
$83K
|
–
|
–
|
–
|
|
|
39
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$80K
|
–
|
–
|
–
|
|
|
40
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$72K
|
-$2.97K
|
-550
|
-4%
|
|
|
41
|
Wills Financial Group
Richmond,
Virginia
|
$68K
|
–
|
–
|
–
|
|
|
42
|
United Capital Financial Advisors
Irving,
Texas
|
$66K
|
-$129K
|
-23,858
|
-67%
|
|
|
43
|
Whittier Trust
South Pasadena,
California
|
$64K
|
–
|
–
|
–
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$58K
|
+$53.6K
|
+9,924
|
+1,654%
|
|
|
45
|
Farr Miller & Washington
Washington,
District of Columbia
|
$56K
|
–
|
–
|
–
|
|
|
46
|
Monroe Bank & Trust
Monroe,
Michigan
|
$29K
|
–
|
–
|
–
|
|
|
47
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
48
|
Kanaly Trust
Houston,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
49
|
Westport Resources Management
Westport,
Connecticut
|
$14K
|
–
|
–
|
–
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
