|
1
|
|
$18.1M
|
+$1.02M
|
+30,835
|
+6%
|
|
|
2
|
Bard Financial Services
Branford,
Connecticut
|
$14.7M
|
-$732K
|
-22,029
|
-5%
|
|
|
3
|
Lazard Asset Management
New York
|
$14.3M
|
–
|
–
|
–
|
|
|
4
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$13M
|
-$27.9K
|
-841
|
-0.2%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$10.3M
|
+$10.8M
|
+325,495
|
New
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$9.9M
|
+$1.87M
|
+56,431
|
+22%
|
|
|
7
|
Allspring Global Investments
Charlotte,
North Carolina
|
$8.65M
|
-$5.61M
|
-168,718
|
-38%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$7.99M
|
-$40.8K
|
-1,228
|
-0.5%
|
|
|
9
|
HTLF Bank
Denver,
Colorado
|
$6.9M
|
-$200K
|
-6,005
|
-3%
|
|
|
10
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.78M
|
-$407K
|
-12,250
|
-5%
|
|
|
11
|
Uncommon Cents Investing
Janesville,
Wisconsin
|
$5.29M
|
-$44.5K
|
-1,340
|
-0.8%
|
|
|
12
|
Shaker Financial Services
Arlington,
Virginia
|
$5.2M
|
+$100K
|
+3,010
|
+2%
|
|
|
13
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$4.21M
|
+$4.29M
|
+129,095
|
New
|
|
|
14
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.08M
|
+$117K
|
+3,523
|
+3%
|
|
|
15
|
Wolverine Asset Management
Chicago,
Illinois
|
$4.02M
|
+$207K
|
+6,222
|
+5%
|
|
|
16
|
EP Wealth Advisors
Torrance,
California
|
$3.28M
|
+$8.07K
|
+243
|
+0.2%
|
|
|
17
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$3.09M
|
-$871K
|
-26,215
|
-21%
|
|
|
18
|
Platform Technology Partners
New York
|
$3.09M
|
+$1.32M
|
+39,819
|
+69%
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$3.03M
|
+$28K
|
+844
|
+0.9%
|
|
|
20
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$2.82M
|
+$21.4K
|
+645
|
+0.7%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$2.58M
|
+$182K
|
+5,478
|
+7%
|
|
|
22
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.56M
|
-$25K
|
-752
|
-0.9%
|
|
|
23
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$2.39M
|
–
|
–
|
–
|
|
|
24
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.22M
|
+$169K
|
+5,076
|
+8%
|
|
|
25
|
Landscape Capital Management
Englewood,
New Jersey
|
$2.02M
|
-$707K
|
-21,293
|
-25%
|
|
