|
26
|
Lourd Capital
Beverly Hills,
California
|
$231K
|
–
|
–
|
–
|
|
|
27
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$220K
|
–
|
–
|
–
|
|
|
28
|
Regal Investment Advisors
Kentwood,
Michigan
|
$217K
|
–
|
–
|
–
|
|
|
29
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$200K
|
+$32.3K
|
+5,951
|
+19%
|
|
|
30
|
North Star Investment Management
Chicago,
Illinois
|
$193K
|
–
|
–
|
–
|
|
|
31
|
Barrett Asset Management
New York
|
$179K
|
–
|
–
|
–
|
|
|
32
|
Bank of America
Charlotte,
North Carolina
|
$173K
|
+$10.5K
|
+1,935
|
+6%
|
|
|
33
|
ProVise Management Group
Clearwater,
Florida
|
$165K
|
-$5.42K
|
-1,000
|
-3%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$163K
|
-$13.1K
|
-2,408
|
-7%
|
|
|
35
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$124K
|
–
|
–
|
–
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$118K
|
+$54.5K
|
+10,053
|
+81%
|
|
|
37
|
Whittier Trust
South Pasadena,
California
|
$115K
|
–
|
–
|
–
|
|
|
38
|
TownSquare Capital
Provo,
Utah
|
$110K
|
+$111K
|
+20,431
|
New
|
|
|
39
|
|
$90K
|
+$38.6K
|
+7,110
|
+72%
|
|
|
40
|
Litman Gregory Wealth Management
Larkspur,
California
|
$85K
|
–
|
–
|
–
|
|
|
41
|
|
$80K
|
+$82.4K
|
+15,200
|
New
|
|
|
42
|
Steward Partners Investment Advisory
New York
|
$76K
|
+$3.62K
|
+668
|
+5%
|
|
|
43
|
LPL Financial
San Diego,
California
|
$73K
|
-$28K
|
-5,161
|
-27%
|
|
|
44
|
Pecaut & Co
Sioux City,
Iowa
|
$68K
|
+$136
|
+25
|
+0.2%
|
|
|
45
|
Millennium Management
New York
|
$59K
|
+$60.6K
|
+11,169
|
New
|
|
|
46
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$58K
|
+$59.5K
|
+10,966
|
New
|
|
|
47
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$55K
|
+$184
|
+34
|
+0.3%
|
|
|
48
|
Strategy Asset Managers
Pasadena,
California
|
$53K
|
–
|
–
|
–
|
|
|
49
|
American Portfolios Advisors
Holbrook,
New York
|
$50.9K
|
–
|
–
|
–
|
|
|
50
|
Focused Wealth Management
Newburgh,
New York
|
$37K
|
-$18.8K
|
-3,461
|
-33%
|
|
